KELLY INTELLIGENCE
KELLY STRATEGIC MANAGEMENT, LLC Legal Name
Adviser information for KELLY INTELLIGENCE last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $17.0M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $17.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $17.0M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-121745 |
|---|---|
| SEC ERA File Number | 801-121745 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315259 |
| Legal Entity Identifier | None |
Principal Office
7887 EAST BELLEVIEW AVE.SUITE 1100
DENVER
CT
United States
Monday - Friday, 7:30-4:00
Tel: 303-499-1959, Fax: None
Chief Compliance Officer
JOHN MCDEVITT
234 WEST FLORIDA STREET
SUITE 203
MILWAUKEE
WI
United States
Tel:
610-368-1457
J********@**********M
(Full email address available in API data)
Industry Affiliates
| KELLY BENCHMARK INDEXES | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KELLY, KEVIN, RICHARD | Individual | – | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | 05/2021 | < 5% |
| KELLY INTELLIGENCE, LLC | Domestic Entity | – | MANAGING MEMBER | 05/2021 | > 75% |
| KELLY, KEVIN, RICHARD | Individual | KELLY INTELLIGENCE, LLC | MANAGING MEMBER | 05/2021 | > 75% |
| MCDEVITT, JOHN, THOMAS | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |