Kelly Park Investment LLC

RIASEC RegisteredEst. 2019
Total AUM
$142M
Discretionary
$142M
100% of AUM
Avg account
$28.3M
Accounts
5
Employees
7
Advisory reps
3

Firm details

Headquarters
,
CRD number
299882
Registered since
April 16, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kelly Park Investment LLC is a privately held limited liability company that functions as an advisor and sponsor of pooled investment vehicles. Registered with the SEC in 2019, the firm serves institutional clients and is structured to operate hedge fund and private equity strategies under a multifaceted fund manager classification. Its advisory activity centers on portfolio management for pooled vehicles; the firm also serves as a general partner/managing member or sponsor of those vehicles. Compensation is a mix of a percentage-of-AUM fee and performance-based fees. Kelly Park is not positioned as an ESG investor, does not present itself as a multi-state adviser, and is not identified as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Dean Rubino

    Dean Rubino

    Managing PartnerCRD 4795765

  • Scott Fine

    Managing MemberCRD 2307756

  • Robert Trenham

    Robert Trenham

    Registered RepresentativeCRD 4429662

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth