Kelly Park Investment LLC

RIASEC RegisteredEst. 2019
Total AUM
$242M
Discretionary
$142M
59% of AUM
Avg account
$40.3M
Accounts
6
Employees
7
Advisory reps
3

Firm details

Headquarters
,
CRD number
299882
Registered since
April 16, 2019
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Contacts

3 of 3
  • Dean Rubino

    Dean Rubino

    Managing PartnerCRD 4795765

  • Scott Fine

    Managing MemberCRD 2307756

  • Robert Trenham

    Robert Trenham

    Registered RepresentativeCRD 4429662

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth