# KELLY DANIEL JOSEPH

KELLY DANIEL JOSEPH appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 17 filing roles across Form ADV (17).

## Filings (17)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [COYLE FINANCIAL COUNSEL, LLC](https://search.stillhousedata.com/firm/110593) | CHIEF COMPLIANCE OFFICER | GLENVIEW, IL |
| — | Form ADV | [INDEPENDENT ACCESS PARTNERS, LLC](https://search.stillhousedata.com/firm/305842) | ELECTED MANAGER | HUNT VALLEY, MD |
| — | Form ADV | [HSBC SECURITIES (USA) INC.](https://search.stillhousedata.com/firm/19585) | DIRECTOR | NEW YORK, NY |
| — | Form ADV | [RINCON VENTURE MANAGEMENT, LP](https://search.stillhousedata.com/firm/163238) | PARTNER, RINCON VENTURE PARTNERS, LLC | — |
| — | Form ADV | [RADIX ORGANIZATION, INC.](https://search.stillhousedata.com/firm/172791) | DIRECTOR/CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [CITIGROUP ALTERNATIVE INVESTMENTS LLC](https://search.stillhousedata.com/firm/119537) | CHIEF EXECUTIVE OFFICER AND PRESIDENT; MANAGING MEMBER | NEW YORK, NY |
| — | Form ADV | [VERDENCE CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/288512) | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | HUNT VALLEY, MD |
| — | Form ADV | [TIMCO ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/106704) | DIRECTOR, MARKETING AND SALES | STAMFORD, CT |
| — | Form ADV | [WHITNELL & CO](https://search.stillhousedata.com/firm/104633) | BENEFICIARY OF THOMAS NICHOLAS KELLY FAMILY TRUST | OAK BROOK, IL |
| — | Form ADV | [TEN-SIXTY ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/121402) | MANAGING DIRECTOR, COO, CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [AMIVEST CORP](https://search.stillhousedata.com/firm/109836) | SVP/CAO/DIRECTOR | MELVILLE, NY |
| — | Form ADV | [QS BATTERYMARCH FINANCIAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/110452) | DIRECTOR, GLOBAL MARKETING & SALES/MANAGEMENT COMMITTEE MEMBER | NEW YORK, NY |
| — | Form ADV | [TEN-SIXTY ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/146161) | MANAGING DIRECTOR, COO, CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| — | Form ADV | [TREMONT PARTNERS INC](https://search.stillhousedata.com/firm/107223) | MEMBER, INVEST C'MTTEE. | RYE, NY |
| — | Form ADV | [PERFORMANCE TRUST CAPITAL PARTNERS, LLC](https://search.stillhousedata.com/firm/36155) | BOARD MEMBER | CHICAGO, IL |
| — | Form ADV | [OLD LANE, LP](https://search.stillhousedata.com/firm/144383) | CHIEF EXECUTIVE OFFICER OF CITIGROUP ALTERNATIVE INVESTMENTS LLC | NEW YORK, NY |
| — | Form ADV | [CROSSREGIONAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/307608) | MANAGING MEMBER | GREENWICH, CT |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.