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Kelly Strategic Management, LLC

● SEC registered since 2021CRD 315259SEC# 801-121745Denver, CO
Export (members)
Reg. AUM
$35M
Employees
4
Accounts
4
Location
Denver, CO

Kelly Strategic Management, LLC assets under management

Kelly Strategic Management, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2021. It reports $35 million in regulatory assets under management and employs 4 people.

Kelly Strategic Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Kelly Intelligence, LLC ControlManaging MemberOver 75%2021
Kevin Richard Kelly ControlChief Compliance OfficerUnder 5%2024
Kevin Richard Kelly ControlChief Executive Officer, Chief Investment OfficerUnder 5%2021
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Frequently asked questions

How much does Kelly Strategic Management, LLC manage?

Kelly Strategic Management, LLC reports $35 million in regulatory assets under management on its Form ADV.

How many employees does Kelly Strategic Management, LLC have?

Kelly Strategic Management, LLC reports 4 employees.

Where is Kelly Strategic Management, LLC located?

Kelly Strategic Management, LLC is based in Denver, CO and has been SEC-registered since 2021.

Does Kelly Strategic Management, LLC disclose fund performance?

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

Contact & registration

Address7887 East Belleview Ave., Suite 1100, Denver, CO 80111
Phone303-499-1959
Office hours7:30-4:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$35M
Non-discretionary$0
Total (RAUM)$35M