# Kelly Park Investment LLC

> 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.

- CRD: 299882
- Filed as: KELLY PARK INVESTMENT LLC
- Also doing business as: KELLY PARK CAPITAL (KPC), KPC PRIVATE FUNDS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ft. Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299882
- AdvisorCensus page: https://advisorcensus.com/firm/kelly-park-investment-llc-ft-lauderdale-fl-299882

## Quick answers

**How is Kelly Park Investment LLC compensated?**
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.

**How much does Kelly Park Investment LLC charge?**
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.

**Where is Kelly Park Investment LLC located?**
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).

**Is Kelly Park Investment LLC registered with the SEC or a state?**
Kelly Park Investment LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299882.

**How much does Kelly Park Investment LLC manage?**
Kelly Park Investment LLC reports $141,500,000 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**How have Kelly Park Investment LLC's assets and staff changed since 2021?**
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.

**What types of clients does Kelly Park Investment LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Kelly Park Investment LLC report any disciplinary disclosures?**
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

**What changed in Kelly Park Investment LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> The KPC Funds pay Kelly Park a platform fee, generally based on assets, which typically ranges from 0.50% to 1.50% per annum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $141,500,000
- Discretionary: $141,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $141,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [kellyparkcapital.com](https://kellyparkcapital.com)
- [kpcprism.io](https://kpcprism.io)
- LinkedIn @kellyparkcapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $31,219,000 | 8 | March 31, 2021 |
| October 2022 | $133,754,644 | 8 | April 1, 2022 |
| October 2023 | $125,422,056 | 9 | September 8, 2023 |
| October 2024 | $128,161,000 | 9 | April 3, 2024 |
| October 2025 | $186,200,000 | 6 | July 1, 2025 |
| October 2026 | $141,500,000 | 7 | July 21, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Added the business name KPC Private Funds.
- Regulatory assets under management went from $241,500,000 to $141,500,000 (-41%).

### May 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kelly Park Investment LLC (CRD 299882): Form ADV filing data as of October 2026.