KELLY, WILLIAM, ANTHONY
SEC file number 801-79474
· BRAINTREE, MA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$273.6M
Discretionary AUM
$255.7M
Employees
8
Clients
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Firm
- Address
- TEN FORBES ROAD WEST
BRAINTREE, MA 02184-2605 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Kelly Family Distributors LLC Low name-match confidence · CIK 1991493 · GA
- Kelly Mine Investment, LLC Low name-match confidence · CIK 1900374 · CA
- Kelly Roofing Holdings, LLC Low name-match confidence · CIK 1827201 · IN
- Kelly Roofing USA Holdings, LLC Low name-match confidence · CIK 2150856 · MI
- Kelly Ventures I, LP Low name-match confidence · CIK 1951927 · CA
- Pence/Kelly Construction, LLC Low name-match confidence · CIK 1931496 · OR
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Pence/Kelly Construction, LLC · D · Oct 27, 2026$565.9K
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Kelly Mine Investment, LLC · D/A · Oct 1, 2026$4.6M
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Kelly Roofing USA Holdings, LLC · D · Aug 21, 2026$4M
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Kelly Mine Investment, LLC · D/A · Apr 15, 2026$4M
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Kelly Mine Investment, LLC · D · Jan 20, 2026$2.5M
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Pence/Kelly Construction, LLC · D · Apr 25, 2025$362.9K
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Kelly Ventures I, LP · D/A · Mar 24, 2025
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Kelly Roofing Holdings, LLC · D · Jan 30, 2025$6M