THERE ARE SIGNIFICANT BENEFITS TO INCORPORATING alternative investments INTO A DIVERSIFIED PORTFOLIO. WE ELIMINATE THE BARRIERS THAT MAKE INVESTING IN HEDGE FUNDS COMPLICATED, INEFFICIENT AND CUMBERSOME

ACCESS ALTERNATIVES DIFFERENTLY

Kelly Park Capital provides independent wealth advisors with difficult to attain investment opportunities within the alternative investment space. These offerings are thoroughly vetted and evaluated by Kelly Park Capital’s team of investment professionals and presented and packaged for the advisor in an easy to explain and easy to access structure which also offers portfolio construction tools and investment management analytics supported by comprehensive reporting and simplified tax reporting

TRADITIONAL STRUCTURE

INDIVIDUAL INVESTOR

Subscription & documents K-1 Report

Subscription &
documents K-1

Report

Subscription & documents K-1 Report

HEDGE FUND 2

HEDGE FUND 4

HEDGE FUND 1

HEDGE FUND 3

KPC PLATFORM STRUCTURE

INDIVIDUAL INVESTOR

KPC Platform: Single Subscription Document & Aggregated Reporting and K-1

HEDGE FUND 1

HEDGE FUND 3

HEDGE FUND 2

HEDGE FUND 4

KELLY PARK CAPITAL + INVESTORS

Our in-house hedge fund evaluation program, platform flexibility and deep understanding of alternative investments ensures our platform delivers best-in-class investment options customized to clients’ individual allocation needs

CHANGING THE WAY INVESTORS ACCESS ALTERNATIVES

Experience the most sophisticated private investment solution available

Diligence

Due diligence and operational oversight minimize the potential for fraud and misappropriation

Custom Portfolios

Construct portfolios or single fund allocations that meet your unique investment objectives

Sophisticated Analytical Engine

Tools to manage the risk exposure, performance characteristics and liquidity of your alternative investment portfolio

Superior Reporting

Reporting that revolutionizes how you view and analyze your portfolio

KELLY PARK CAPITAL + ADVISORS

CUSTOM-BUILT TOOLS, DESIGNED WITH ADVISORS IN MIND

Kelly Park Capital empowers wealth advisors with the technology, investment solutions, and support to scale and manage their business. Our unique platform helps differentiate your offering and creates the opportunity to expand wallet share

CUSTOM-BUILT TOOLS, DESIGNED WITH ADVISORS IN MIND

Custom Portfolio Selection (“CPS”)

Kelly Park Capital enables advisors to tailor portfolios to meet the unique investment objectives of the individual investor or investor-groups who may have investment objectives in common. These can include "current income," "non- correlated," "downside protection," "best ideas," and many more.

Operational Due Diligence

Our institutional-quality investment evaluation process focuses on both investment and operational risk factors. Our transparency provides clients additional comfort with their investments.

SMART Technology

For the wealth advisor and for the retirement account investor, Kelly Park Capital is fully integrated with most major custodians and other service partners. Additionally, Kelly Park Capital provides a cloud-based portal and an interactive interface to compare funds, manage exposures, and measure performance.

TM

Streamlined Onboarding Process

Our two-step process allows for account openings and multiple investment fundings with a single document, all within 48 hours. Simply fill out a basic information form and our technology will map that information to a digital subscription agreement which is then automatically sent to the wealth advisor and then investor for signature.

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CONTACT

CONTACT INFORMATION

For Wealth Advisors and Clients

Phone (212) 710-4118

Email

info@kellyparkcapital.com

For Funds and Investments

Phone (212) 710-4111

Email

Address

757 Third Avenue, 17th Floor

New York, NY 10017

Phone (212) 710-4118

Email

info@kellyparkcapital.com

research@kellyparkcapital.com

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