KELLY INVESTMENT MANAGEMENT, LLC
Company Profile
| As of Date | 03/27/2026 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| AUM* | 570,794 154% |
| of that, discretionary | 285,296 27% |
| Private Fund GAV* | 9,674,718 |
| Avg Account Size | 71,349 -36% |
| SMA’s | No |
| Private Funds | 1 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count1 | GAV$9,674,718 |