Jim Kelly and the Kelly Capital Management client practice

Transaction overview

Reported joined

Exact closing date not established.

In an April 2, 2021 announcement, Smithbridge Asset Management, Inc. reported that Jim Kelly of Kelly Capital Management, LLC and his clients had joined Smithbridge. This records the reported practice affiliation without asserting an equity purchase of Kelly Capital Management or an exact joining day. Financial terms were not stated.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.