Kelly Park Capital Management LLC (New York)

Name: Kelly Park Capital Management LLC
Address: 757 3 Rd Avenue, New York, NY, 10017
Telephone: 212 710 4111

Kelly Park Capital Management LLC is a related adviser based in New York. It manages $2 of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019.

Kelly Park 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.

Kelly Park Capital Management: assets under management

The assets under management (AUM) of Kelly Park Capital Management LLC is $2, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2 in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 each.

Kelly Park Capital Management has custody of $2 in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kelly Park 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.

What kind of clients Kelly Park Capital Management serves?

The only and largest group of clients of Kelly Park Capital Management is pooled investment vehicles with 1 clients and $2 of assets under management. Among the 1 most similar advisory firms, Kelly Park Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2 for 1 clients. None of the firm’s clients are foreign persons or businesses.

Kelly Park Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $400,000 for each fund.

Careers at Kelly Park Capital Management LLC

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in New York

The principal office where Kelly Park Capital Management LLC performs its advisory services is located at 757 3 Rd Avenue, New York, NY 10017, 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 212 710 4111. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at kellyparkcapital.com and its LinkedIn profile.