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
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
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
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
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 & investment management analytics supported by comprehensive reporting and simplified tax reporting
KEY DIFFERENTIATORS
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
* Fully customized portfolios* 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
