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KelLPort Capital Management LLC (Quincy)


KelLPort Capital Management LLC is a large advisory firm based in Quincy. It manages $850 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Massachusetts.

KelLPort Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

KelLPort Capital Management: assets under management

The assets under management (AUM) of KelLPort Capital Management LLC is $850 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $850 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay KelLPort Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Quincy

The principal office where KelLPort Capital Management LLC performs its advisory services is located at 111 Willard St, Quincy, MA 02169, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-262-2700 or by fax 617-262-2167. The normal business hours are 9.00 to 5.00 on Monday - Friday.


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