Colin Michael Kelly

KDI Capital Partners LLC (KDI) is a registered investment advisor headquartered in Raleigh, North Carolina. It was founded in 1996 as Maynard Capital Partners LLC and changed its name to KDI Capital Partners LLC in 2007 to highlight the firm’s core operating principles of knowledge, discipline and integrity. The firm was acquired by Curi Capital LLC in 2021. KDI provides discretionary management services to privately placed investment funds, which are organized as domestic limited partnerships. It also provides discretionary portfolio management services to separately managed accounts clients. SMA accounts may include individuals, IRA/SEP IRA’s, other retirement plans, trusts, foundations, endowments, corporations, family offices, etc.

Schonfeld Group Holdings LLC is a private company that offers institutional brokerage, clearing, retail, and strategic investments services. The company is based in Jericho, NY and has subsidiaries in the United States.

Square 1 Bank is a state chartered commercial bank. The company is based in Durham, NC. The company was founded by Christopher J. Woolley, James B. Rutter, Richard J. Casey, Robert Orr.