$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Meridian atlas
- Established Date
- 08-31-2017
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About Kehlet Capital Management, LLC
Kehlet Capital Management is an investment manager serving individuals and institutions with a concentrated U.S. microcap equity strategy. The firm uses boots-on-the-ground, bottom-up research to find high-quality small and emerging public companies, then buys opportunistically and holds with a multi-year horizon. Portfolios are typically built from 10–15 highest-conviction ideas.
Team overview
41 AVG AGE
$3.3M AVG AUM / ADVISOR
$469.6K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Custodian
Element
Investment Themes
Frontier element
Investment Vehicles
Fusion
Services
Oak
Technology
North
Owner & Executives
Michael Kehlet Wright
Chief Compliance Officer, Founder, Managing Member, Portfolio Manager
- CRD
- #6838529
- Ownership
- 75% or more
(456) 520-8613
vertex.fusion@optimacapital.com
in linkedin.com/in/vertex-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,287,114 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,287,114 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,287,114
Equity - Exchange:
28.1% Cash:
71.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,513,814,290 | 28.1% |
| Cash | $3,873,425,177 | 71.9% |
| Total | $5,387,239,467 | 100.0% |