Kelly Park Capital partners with independent wealth advisOrs, family offices and high net worth Investors to thoughtfully integrate Alternative Investments into their or their clients’ portfolios

STRUCTURAL BENEFITS

 

* Fully customized portfolios

* Diversification through a single allocation

* Flexible minimum investment requirements

* Tax efficiency via IRA investing

* Simple tax reporting through a single K-1

* Single subscription agreement delivered electronically

FOR THE ADVISOR

* Streamlined access to important asset class

* Custodian and accounting integration

* Discretion over all allocation decisions

* Dedicated investment and service support

* Enhance current & differentiate future client opportunities

* Advisor maintains full control of client relationships

 

FOR THE INVESTOR

INVESTMENT  BENEFITS

* Collaborative and consultative approach to investing

* Support from an experienced & trusted research team

* Best-in-class fund sourcing and evaluation

* Acute focus on risk management, alpha generation and uncorrelated returns

 

ABOUT KELLY PARK CAPITAL

Kelly Park Investment LLC is a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to-business solution for the independent wealth advisory community, seeking access to unique and compelling alternative investments without the usual document complexity, high investment minimums, and manual tax reporting. Our “Client First” service model, ease of access, in-house “hedge fund” evaluation program, platform flexibility and deep understanding of alternative investments ensures that our client-Advisor's deliver their clients best-in-class investment options customized to their individual investment allocation needs

LEADERSHIP

 

Phone (212) 710-4118

Cell (917) 443-2373

Email |

Email |

SWESTLEY@KELLYPARKCAPITAL.COM

info@kellyparkcapital.com

Phone  (212) 710-4111

Cell (917) 716-9291

Email |

Email |

 

Partner

 

Managing Partner

drubino@kellyparkcapital.com

research@kellyparkcapital.com

Our partnership style service model is supported by a team of 7 seasoned investment and client service professionals. We offer the structure and discipline a large institution while maintaining a collaborative, client focused firm that values long term partnerships

KEY DIFFERENTIATORS

KELLY PARK CAPITAL’s PRINCIPALS HAVE SIGNIFICANT EXPERIENCE IN THE ALTERNATIVE INVESTMENT SPACE.  OUR PARTNERS AVERAGE 20+ YEARS IN INVESTMENT management,  in DISTRIBUTION, AND IN SERVICING INVESTORS WHO INCLUDE WEALTH MANAGERS, FAMILY OFFICES AND HNW INDIVIDUALS