Kelly
Bauerle
Easterly Funds LLC
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About this Advisor
Kelly Bauerle is a financial advisor operating in Centennial, Colorado who has 1 year of relevant experience. Bauerle is an employee of Easterly Funds LLC. Over the course of their career, Bauerle has held roles at Ascent Real Estate Securities LLC, James Alpha Management, LLC, Global Financial Private Capital, LLC, James Alpha Advisors, LLC and Fdx Capital LLC. Bauerle maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado and New York. Easterly Funds LLC is a financial advisory company based out of New York, NY. It administers $1 billion in assets across its four customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm offers a few services, including portfolio management for investment companies and other services. Financial advisory fee schedules usually are based on which service is provided. However, fee types billed by Easterly Funds LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Easterly Funds LLC Brokerage Details
$1,086,296,236
9
4
$271,574,059
Investment Advisory Services
- Portfolio management for investment companies
- Other
Kelly Bauerle Work History
Kelly has been registered as a financial advisor for 1 years.*
James Alpha Advisors, LLC
Fdx Capital LLC
Global Financial Private Capital, LLC
Ascent Real Estate Securities LLC
James Alpha Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelly Bauerle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Easterly Funds LLC
Lakewood, CO
Centennial, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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