Pension Channel Access Kelson Group has raised approximately nine billion dollars for clients, primarily from Public Pension and Taft Hartley markets, signaling strong institutional access and a reliable fundraising channel for asset managers.

Asset Class Expertise The firm raises assets across traditional and alternative asset classes, presenting opportunities to offer multi-asset fundraising campaigns, enhanced due diligence materials, and investor marketing support for managers seeking diversified capital sources.

Regulatory Backbone All securities transactions are offered through Kelson Capital, a FINRA member, underscoring regulatory reliability that helps reassure clients and tailor compliant fundraising programs.

Mid-size Advantage Operating with a lean team and mid-market scale, Kelson Group may benefit from partner-backed back-office, automation, and marketing services to accelerate mandate wins and support growth.

New York Positioning Based in New York and focused on financial services, the firm is well-positioned to pursue regional expansion and partnerships to access U.S. pension, endowment, and Taft-Hartley pools beyond its current footprint.