Kelly DePonte Advisory LLC is a boutique advisory and consulting firm focused on the institutional private investment markets, especially in private equity, private debt, and private infrastructure closed-end funds.

Areas of focus:

Individual projects on portfolio strategy and allocation for institutional investors, as well as the review of due diligence procedures and analysis of market trends.

Advice for emerging fund managers on formation issues and marketing & fundraising strategies in the closed-end alternative investment fund market.

Bespoke training classes for institutional and family office boards and investment staff, focused on strategies for investing and overviews of private market products.

Board or board advisor service focused on providing ongoing strategic advice on the private markets.

Expert witness testimony in legal cases or arbitration regarding relevant areas of the history and development of private markets.