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Private fund adviser

Kelly Park Investment LLC

SEC-registered investment adviser · CRD 299882 · SEC 801-114996

At a glance

Kelly Park Investment LLC is an SEC-registered investment adviser based in United States, with $142 million in regulatory assets under management as of its Form ADV filed July 21, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,327th of 4,686 private fund advisers and 13,964th of 17,210 SEC-registered advisers by assets.

kellyparkcapital.comLinkedInAs filed on Form ADV

Regulatory AUM
$142M
Rank among private fund advisers
#4,327 of 4,686
Rank among all SEC RIAs
#13,964 of 17,210
Clients
2
Accounts
5
Discretionary
100% of AUM
Employees
7
Advisory staff
3
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Kelly Park Investment LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Kelly Park Investment LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.

Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles2$142M100%

Private funds

Kelly Park Investment LLC reports 2 private funds with $142M in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).

Disciplinary disclosures

Kelly Park Investment LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗kellyparkcapital.com ↗

AtlasMembers

The full record on Kelly Park Investment LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 6 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 1,353 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
2Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Kelly Park Investment LLC manage?

Kelly Park Investment LLC reports $142 million in regulatory assets under management across 5 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 21, 2026.

What kind of firm is Kelly Park Investment LLC?

Kelly Park Investment LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Kelly Park Investment LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($142 million, 2 clients).

Does Kelly Park Investment LLC manage private funds?

Yes. It reports 2 private funds with $142 million in gross assets, including hedge funds, private equity funds.

Does Kelly Park Investment LLC have any disciplinary history?

Kelly Park Investment LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Kelly Park Investment LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →