Kehlet Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,287,114
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$469,588
About
Kehlet Capital Management provides ongoing, discretionary portfolio management to individuals, high-net-worth clients, and institutions, preparing an Investment Policy Statement for each account and managing assets through percentage-of-AUM billing. Services focus on portfolio construction, asset selection, and regular portfolio monitoring tailored to each client’s goals, time horizon, and documented risk tolerance.
The firm’s investment approach emphasizes fundamental analysis and long-term trading in a concentrated portfolio of domestic micro-cap equities (market caps described in the brochure as roughly $50 million to $1 billion). KCM documents risk tolerances in client IPSs, seeks fair allocation of investment opportunities across accounts, and flags material risks of micro-cap investing such as volatility, liquidity constraints, and limited public information.
Notably, the firm presents performance results in its disclosure materials while also including the brochure’s standard caution that “past performance is not indicative of future results,” a practice that is less common among peers. KCM also requires clients to use a specific custodian (Interactive Brokers) and manages portfolios concentrated in micro-cap equities, which together distinguish its operational and investment profile from many independent advisers.
Client services
Portfolio management
Expertise
Concentrated stock management
Fee options
1.00% annually
Account minimum: $100,000
Main office location
Kehlet Capital Management, LLC
San Antonio TX, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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