# Kelleher Financial Advisors

Kelleher Financial Advisors is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, US
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** kf-advisors.com
- **LinkedIn:** https://www.linkedin.com/company/kelleherfinancialadvisors

## Regulatory record

- **CRD number:** 126021
- **SEC file number:** 801-62029
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126021

## About

Kelleher Financial Advisors was founded in 1990 by Denis P. Kelleher. The firm grew from his establishment of the Wall Street Access brokerage platform. Sean Kelleher and Colleen Kelleher Sorrentino now serve as managing directors. The firm allocates across fund of funds, hedge funds, private equity, real estate and private credit. It engages third-party managers rather than direct new-issue participation. Confirmed public equity positions include iShares Core S&P 500 ETF valued near $46.8 million, Berkshire Hathaway Class A shares near $43 million and Microsoft near $17.3 million as of late 2025 filings. Geographic focus centers on North America with additional exposure through U.S.-listed holdings. The firm employs three professionals. It maintains its principal office at 100 Wall Street in New York. Adjacent vehicles include St. Brendan's American Foundation and The Staten Island Foundation. In May 2025 the firm participated as a speaker at Advisor Perspectives Virtual Events on strategies for investing in turbulent markets. Ownership of Wall Street Access as a 100 percent held operating business creates a hybrid structure that combines advisory services with brokerage infrastructure. This integration supports estate structuring and tax-efficient planning for generational clients without reliance on external broker platforms.

## Sectors

- Fund of Funds
- Hedge Funds
- Private Equity
- Real Estate
- Private Credit

## People

- Denis P. Kelleher — Founder
- Sean Kelleher — Managing Director
- Colleen Kelleher Sorrentino — Managing Director

## Questions

### Who runs investment decisions at Kelleher Financial Advisors?

Sean Kelleher and Colleen Kelleher Sorrentino serve as managing directors. They oversee strategic asset allocation and manager selection for client portfolios.

### How does Kelleher Financial Advisors source proprietary deal flow?

The firm relies on relationships developed through Wall Street Access and family networks. It does not participate directly in new issue markets.

### Does Kelleher Financial Advisors participate in fund commitments or only direct deals?

The firm commits to funds of funds, hedge funds and private equity vehicles. It engages independent third-party managers for account management.

### What investment stages does Kelleher Financial Advisors typically target?

Allocations span public equities and private markets with investment horizons between five and ten years.

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Last updated: 2026-08-10T15:58:45.833Z

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