Kelly Strategic Management LLC

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Assets, Funds, Holdings

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Kelly Strategic Management LLC
CRD #315259
SEC #801-121745
CIK #0001881243
AUM 81.7 M (2026-03-30)
Employees 4 (50% Investors, 0% Brokers)
Fees
Minimum
Phone303-499-1959
Address7887 East Belleview Ave
Denver, CO 80111
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($M)
907254361802010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 8 81.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 8 81.7
By Discretionary
Discretionary 8 81.7
Non-Discretionary 0 0.0
Total 8 81.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 81.7
Total 8 81.7
EDGAR Form CIK 2011 - 2026
13F-NT [0001881243]
Firm Profile (Form ADV)
ServesInstitutional
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