NELSON CAPITAL MANAGEMENT LLC
Q4 2024 Form 13-F
MENLO PARK, CALIFORNIA
$604.8M Reported Value Total
NELSON CAPITAL MANAGEMENT, LLC reports 586 total accounts under management (AUM). There are 586 discretionary accounts valued at $637,647,197, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.