Kelly Park Investment LLC
Firm details
- Headquarters
- ,
- CRD number
- 299882
- Registered since
- April 16, 2019
- Website
- kellyparkcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles58.59%
- Other Investment Advisers41.41%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kelly Park Investment LLC is an SEC-registered investment adviser formed as a limited liability company that concentrates on managing pooled investment vehicles and providing portfolio management for businesses and institutional clients. The firm operates as both an adviser and a sponsor/GP/managing member of pooled vehicles, running a small number of funds that combine hedge fund-style strategies with private equity investments. Its client base is institutional and concentrated, and its commercial model includes both asset-based fees and performance fees, which aligns with managers that run active, return-driven strategies across private and liquid markets. Filings indicate the firm is not positioned as an ESG-focused manager and that it does not act as a pension consultant. Kelly Park’s stated activities emphasize active management of pooled vehicles and direct portfolio management for institutional balance sheets, signaling a focus on bespoke, high-touch solutions rather than mass retail or mass-affluent channels.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Contacts
3 of 3
Dean Rubino
Managing PartnerCRD 4795765
Scott Fine
Managing MemberCRD 2307756

Robert Trenham
Registered RepresentativeCRD 4429662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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