← Tributary

KELLY PARK INVESTMENT LLC

· CRD 299882 · IAPD ↗ · kellyparkcapital.com · 212 710 4111

$141.5MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
August 2026 — KELLY PARK INVESTMENT LLC reported RAUM down 41% ($241.5M -> $141.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
May 2026 — KELLY PARK INVESTMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2026 — KELLY PARK INVESTMENT LLC reported RAUM up 30% ($186.2M -> $241.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
April 2025 — KELLY PARK INVESTMENT LLC reported RAUM up 45% ($128.2M -> $186.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.