KELLY INTELLIGENCE

Overview

Kelly Intelligence is a small, SEC-registered investment adviser that focuses on serving institutional clients through portfolio management for investment companies. The firm uses a percentage-of-assets fee model and operates as an active manager for pooled vehicles, acting in sponsor, general partner and managing-member roles. Kelly Intelligence does not identify as an ESG-focused investor and is not structured as a multi-state adviser or pension consultant. The firm was registered with the SEC in 2021 and is organized as a domestic limited liability company with individual ownership. Given its regulatory registration and stated advisory activity, Kelly Intelligence appears to concentrate on managing collective investment vehicles rather than retail advisory relationships. Its combination of portfolio-management duties for investment companies and sponsor/GP roles suggests a focus on building and operating pooled funds where the firm sets strategy, selects investments and oversees governance for those vehicles.

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Location & Offices