KELSO ADVISORS, LLC

RAMSEY, New Jersey·2 registered advisors·CRD# 324956

SEC# 801-1273830201 661-5010

01

Firm Overview

AUM

—

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at KELSO ADVISORS, LLC

2 registered advisors

Steven Christopher Schwartz

RAMSEY, New Jersey

Thomas A Kovatch

RAMSEY, New Jersey

05

Office Locations

RAMSEY, New Jersey

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Data sourced from SEC Form ADV filings. KELSO ADVISORS, LLC (CRD# 324956) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.