Kristopher Kelley
Advisor at Legacy Ridge Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Legacy Ridge Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Westiminster, CO
Credentials
CFA®, Series 66
Industry experience
5 years
Kristopher Kelley is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Legacy Ridge Capital Management, LLC. He worked at Janus Capital Group from 2008 to 2017 before joining Legacy Ridge in 2018. Outside of his advisory role, he has ownership interests in private businesses, including a car wash and a powersports dealership in Wyoming. Legacy Ridge Capital Management provides discretionary portfolio management to individual and high-net-worth investors, trusts, pension and profit-sharing plans, and business entities. The firm employs a research-driven, bottom-up investment approach with an owner’s mindset, combining long-term holdings with focused short positions and risk management strategies.
Based on Legacy Ridge Capital Management, LLC
25% incentive allocation on net capital appreciation for Fund limited partners, subject to a 4% hurdle rate; no management fee for Fund; not offered for Separate Accounts
Account minimum: $100,000 for Separate Accounts; $1,000,000 for limited partners in the Fund
Westiminster, CO
Colorado
Legacy Ridge Capital Management
2018 - Present (8 years)
UnEmployed
2017 - 2017 (1 year)
Janus Capital Group
2008 - 2017 (9 years)
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