Nelson Capital Management Inc

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Assets, Funds, Holdings

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Nelson Capital Management Inc
CRD #105660
SEC #801-10039
CIK #0001512611, 0001231423
AUM
Employees
Phone650-493-1000
Address1860 Embarcadero Road, Ste 140
Palo Alto, CA 94303-3320
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
80064048032016001999200720152024
CIK Period
0001512611 0001231423
Sector Form 13F Holdings Value ($B)
Nvidia Corp 0.3
Microsoft Corp 0.0
Trebia Acquisition Corp 0.0
Apple Inc 0.0
Alphabet Inc 0.0
Amazon Com Inc 0.0
J P Morgan Chase & Co 0.0
VISA Inc 0.0
Costco Wholesale Corp /NEW 0.0
Cisco Systems Inc 0.0
Procter & Gamble Co 0.0
Qualcomm Inc/DE 0.0
Agnico Eagle Mines Ltd 0.0
Priceline Com Inc 0.0
Stryker Corp 0.0
TJX Companies Inc /DE/ 0.0
Roper Industries Inc 0.0
Exxon Mobil Corp 0.0
McGraw-hill Companies Inc 0.0
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 882 723.2
By Discretionary
Discretionary 876 666.6
Non-Discretionary 6 56.6
Total 882 723.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 723.2
Total 882 723.2
EDGAR Form CIK 2011 - 2025
13F-NT [0001231423]
13F-HR [0001512611]
13F-NT [0001512611]
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