Andrew
Nelson

Beryl Capital Management, LLC

CRD#5657501
Investment Advisor
in Redondo Beach, CA

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About this Advisor

Andrew Nelson is a chartered financial analyst working out of Redondo Beach, California who has 7 years of relevant experience. Nelson is an advisor for Beryl Capital Management, LLC. Throughout their career, they have worked at Hayground Cove Asset Mgt, Hayground Cove Capital Partners LLC, Beryl Capital Management, LLC and Spring Owl Asset Management, LLC. Nelson is registered to advise clients in California. Beryl Capital Management, LLC is a registered investment firm headquartered in Redondo Beach, CA. It has $695 million in assets between its four client accounts, placing it among the larger financial advisory firms in the country by assets under management. Beryl Capital Management, Llc offers portfolio management for pooled investment vehicles. Financial management fee schedules usually are based on which services are provided. However, fee types charged by Beryl Capital Management, LLC most likely include any combination of asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

225 Avenue I Suite 205
Redondo Beach, CA 90277

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Beryl Capital Management, LLC Brokerage Details

Total Assets Under Management

$694,752,715

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

4

CA Average: 3,727
Average Account Size

$173,688,179

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Andrew Nelson Work History

Andrew has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Beryl Capital Management, LLC

2009 - 2016 (7 years)

Hayground Cove Capital Partners LLC

2005 - 2016 (11 years)

Hayground Cove Asset Mgt

2005 - 2016 (11 years)

Spring Owl Asset Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beryl Capital Management, LLC

David Witkin
Redondo Beach, CA
Andrew Nelson
Redondo Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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