# McKelvey & Associates

McKelvey & Associates is a RIA based in Vail, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Vail, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 331991
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331991

## About

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.

## Sectors

- Media & Entertainment
- Enterprise Software
- FinTech
- Healthcare Services
- Digital Health
- Real Estate

## People

- Andrew McKelvey — Founder

## 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.

## Related profiles

- [Pride of the West Financial](https://altss.com/profile/pride-of-the-west-financial-llc)
- [Aviator Wealth Group](https://altss.com/profile/aviator-wealth-group)

---

Last updated: 2026-07-06T01:24:21.061Z

Canonical page: https://altss.com/profile/mckelvey-and-associates-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology