# Kelly Investment Management

Kelly Investment Management is a Private Equity based in Raleigh, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Raleigh, United States
- **Region:** North America
- **Address:** Raleigh, NC, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** www.investwithkim.com
- **LinkedIn:** https://www.linkedin.com/company/kelly-investment-management

## Regulatory record

- **CRD number:** 322335
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-06T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322335

## About

Kelly Investment Management is an independent investment advisor that combines investment management with financial planning and direct client advice. The firm is built around independent advice, direct access to the person managing the relationship, and recommendations based on each client’s circumstances rather than a standardized financial product. It offers personalized portfolio management, financial planning services, student loan planning, and retirement planning.

## People

- Tom Kelly — founder and portfolio manager
- Tom Kelly — CERTIFIED FINANCIAL PLANNER® professional

## Questions

### Who runs investment decisions at Kelly Investment Management?

The principals of Kelly Investment Management are not publicly identified through the firm's website, regulatory filings, or media coverage. The firm maintains a deliberately low public profile. Requests for principal names should be directed to the firm directly.

### What investment stages does Kelly Investment Management typically target?

Kelly Investment Management focuses on direct private equity investments — acquiring or taking significant stakes in operating companies. The firm's public filings indicate a mandate for control and growth-equity positions in middle-market businesses, though specific stage preferences are not publicly documented.

### What is Kelly Investment Management's known posture on co-investments alongside external GPs?

Kelly Investment Management has not publicly articulated a co-investment policy. The firm's deal structures and partner relationships are not documented in public filings or press releases. Potential co-investors should inquire directly about participation terms.

## Related profiles

- [Keen Wealth Advisors](https://altss.com/profile/keen-wealth-advisors)
- [Kensington Trust Group](https://altss.com/profile/kensington-trust-group)

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Last updated: 2026-08-11T15:07:12.582Z

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