Kelly Park Investment LLC

Fee-Only (% of Portfolio)

Kelly Park Investment, operating as Kelly Park Capital, provides discretionary investment management services exclusively to private investment funds, collectively known as the KPC Funds. The firm focuses on sourcing, evaluating, and selecting difficult-to-access private market securities, pre-IPO opportunities, and third-party managed investment funds. Kelly Park Investment conducts thorough quantitative and qualitative due diligence on underlying fund managers and strategies to help investors gain exposure to private equity and niche hedge fund strategies. The firm's services are designed for sophisticated investors who meet specific financial suitability standards, such as accredited investor and qualified client requirements. Kelly Park Investment does not provide traditional personal financial planning, wealth management, or advisory services for individual retail households, operating strictly as a private fund manager.

Assets Under Management$140M
Clients2
Advisors1
Avg. per Client$71M
Avg. per Advisor$140M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm