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M&
RIA · CRD 331991State-Registered Investment Adviser

Updated:

McKelvey & Associates

MCKELVEY & ASSOCIATES, INC. is a state-registered investment adviser in VAIL, CO. The firm has 5 employees and 1 investment adviser. It is based in VAIL, CO.

Overview

MCKELVEY & ASSOCIATES, INC. is a state-registered investment adviser in VAIL, CO. The firm has 5 employees and 1 investment adviser. It is based in VAIL, CO.

General information

Firm type

RIA

Year founded

2001

Location

Region

North America

Country

United States

City

Vail

Corporate office

New York, NY, United States

Principals

Andrew McKelvey

Founder

Sector focus

Media & EntertainmentEnterprise SoftwareFinTechHealthcare ServicesDigital HealthReal Estate

Frequently asked questions

How does McKelvey & Associates source its deals?

The firm draws heavily on Andrew McKelvey's deep network in New York media, technology, and advertising circles. It does not maintain a public-facing investment brand, relying instead on founder-to-founder introductions and relationships with venture capital firms that co-invest alongside the office.

Does McKelvey & Associates participate in fund commitments or only direct deals?

The office concentrates almost exclusively on direct equity investments. There is no public record of the firm making meaningful commitments to external private equity or venture capital funds, preferring to own positions directly in operating companies.

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