{
  "crd_number": 299882,
  "slug": "kelly-park-investment-llc-ft-lauderdale-fl-299882",
  "primary_business_name": "KELLY PARK INVESTMENT LLC",
  "legal_name": "KELLY PARK INVESTMENT LLC",
  "dbas": [
    "KELLY PARK CAPITAL (KPC)",
    "KPC PRIVATE FUNDS"
  ],
  "city": "Ft. Lauderdale",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-04-16",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-07-21",
  "carried_forward": false,
  "raum_total": 141500000.0,
  "raum_discretionary": 141500000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 141500000.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://kellyparkcapital.com",
    "https://kpcprism.io",
    "https://linkedin.com/company/kellyparkcapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299882",
  "city_as_filed": "FT. LAUDERDALE",
  "url": "https://advisorcensus.com/firm/kelly-park-investment-llc-ft-lauderdale-fl-299882",
  "display_name": "Kelly Park Investment LLC",
  "summary": "Kelly Park Investment LLC is an SEC-registered investment advisory firm in Ft. Lauderdale, FL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.",
  "citation": "AdvisorCensus. Kelly Park Investment LLC (CRD 299882): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Kelly Park Investment LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kelly Park Investment LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Kelly Park Investment LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 21, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kelly Park Investment LLC located?",
      "a": "Kelly Park Investment LLC's principal office is in Ft. Lauderdale, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Kelly Park Investment LLC registered with the SEC or a state?",
      "a": "Kelly Park Investment LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299882."
    },
    {
      "q": "How much does Kelly Park Investment LLC manage?",
      "a": "Kelly Park Investment LLC reports $141,500,000 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Kelly Park Investment LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kelly Park Investment LLC: Regulatory assets under management: $31,219,000 in the October 2021 data and $141,500,000 in the October 2026 data, up 353%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kelly Park Investment LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Kelly Park Investment LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299882"
    },
    {
      "q": "What changed in Kelly Park Investment LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Added the business name KPC Private Funds. Regulatory assets under management went from $241,500,000 to $141,500,000 (-41%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 31219000.0,
      "total_employees": 8,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 133754644.0,
      "total_employees": 8,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 125422056.0,
      "total_employees": 9,
      "filing_date": "2023-09-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 128161000.0,
      "total_employees": 9,
      "filing_date": "2024-04-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 186200000.0,
      "total_employees": 6,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 141500000.0,
      "total_employees": 7,
      "filing_date": "2026-07-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name KPC Private Funds.",
        "Regulatory assets under management went from $241,500,000 to $141,500,000 (-41%)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $186,200,000 to $241,500,000 (+30%).",
        "Added an office in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The KPC Funds pay Kelly Park a platform fee, generally based on assets, which typically ranges from 0.50% to 1.50% per annum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The KPC Funds pay Kelly Park a platform fee, generally based on assets, which typically ranges from 0.50% to 1.50% per annum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/kelly-park-investment-llc-ft-lauderdale-fl-299882.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 141500000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299882",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}