KELLY INTELLIGENCE
  • KELLY INTELLIGENCE
  • KELLY STRATEGIC MANAGEMENT, LLC

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 07/13/2021
ADV Location DENVER, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 81,658,352 120%
of that, discretionary 81,658,352 120%
Number of Employees 4 33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 10,207,294 -45%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

82M 70M 58M 47M 35M 23M 12M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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