PPrivate Fund Data Log in Join · $37/mo

Kelley Investments, LLC

● SEC registered since 2007CRD 119099SEC# 801-67645
Export (members)
Reg. AUM
$195.6M
Employees
3
Accounts
342
Location
—

Kelley Investments, LLC assets under management

Kelley Investments, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2007. It reports $195.6 million in regulatory assets under management and employs 3 people.
www.kelleyinvestments.comView on SEC.gov ↗

Kelley Investments, LLC owners & executives

4 reported
NameTitleOwnershipSince
Craig Patrick Kelley ControlCio/Chief Compliance OfficerUnder 5%1996
Kelley Family Trust 09/22/1994 ControlMemberOver 75%2017
Caren E Kelley ControlTrustee50-75%1994
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Kelley Investments, LLC manage?

Kelley Investments, LLC reports $195.6 million in regulatory assets under management on its Form ADV.

How many employees does Kelley Investments, LLC have?

Kelley Investments, LLC reports 3 employees.

Does Kelley Investments, LLC disclose fund performance?

Kelley Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone858-350-1010
Fax858-350-1044
Office hours6:30a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$175.9M
Non-discretionary$19.7M
Total (RAUM)$195.6M