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WARDROOM PARTNERS

· CRD 315511 · IAPD ↗ · 917-691-8007

$205.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
23Private funds
5States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

27
October 2026 — WARDROOM PARTNERS notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
October 2026 — KELSON ASSET MANAGEMENT LLC is now doing business as WARDROOM PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
27
April 2025 — KELSON ASSET MANAGEMENT LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
April 2025 — KELSON ASSET MANAGEMENT LLC reported RAUM up 31% ($173.1M -> $226.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.