Kelly Intelligence

Overview

Kelly Intelligence is an SEC-registered limited liability company that operates as an institutional registered investment advisor. The firm’s client base is institutional and its primary advisory activity is portfolio management for investment companies. Its fee model is a percentage of assets under management. The dataset indicates Kelly Intelligence does not identify as an active ESG investor and is not classified as a capital allocator. The firm also serves in sponsor and managing roles for pooled investment structures, acting as a general partner or managing member for pooled vehicles. That combination of roles suggests the firm focuses on running pooled strategies and investment company mandates rather than acting solely as an outsourced allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices