NELSON CAPITAL MANAGEMENT LLC
Q2 2025 Form 13-F
MENLO PARK, CALIFORNIA
$756.5M Reported Value Total
NELSON CAPITAL MANAGEMENT, LLC reports 672 total accounts under management (AUM). There are 672 discretionary accounts valued at $711,678,397, 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.