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Barbara Jean Kelly

Trustee Of Lucius E. Reese Grantor Trust, Winona Capital Management, LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:bdb8ec4f-5887-4173-bdbd-a7ef6839d78c

Data as of Sep 13, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 19, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 2
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Barbara Jean Kelly

Venture principal · shared individual crd

RIA / Wealth Managementidentity

BARBARA JEAN KELLY

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current organization: Winona Capital Management, LLC
Title: Trustee Of Lucius E. Reese Grantor Trust
Current roles: 1
Past roles: 1
Attributed transactions: 0
Confirmed attributions: 0
Board seats: 0

Relationships

Employs (2)

← Winona Capital Management, LLCFirmTrustee Of Lucius E. Reese Grantor Trust
Feb 1, 2017 to presentfactForm ADV
← Interocean Capital, LLCFirmMember
Nov 1, 2005 to Feb 3, 2017inferenceForm ADV

Dated events

Occurred
Feb 3, 2017
Person left
Barbara Jean Kelly (Member) no longer on Schedule A of Interocean Capital, LLC
Interocean Capital, LLC Form ADVobserved 5 days ago
Occurred
Feb 1, 2017
Person joined
Barbara Jean Kelly joined Schedule A of Winona Capital Management, LLC as Trustee
Winona Capital Management, LLC Form ADVobserved 5 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:bdb8ec4f-5887-4173-bdbd-a7ef6839d78c
First observed: n/a
Last observed: Sep 13, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Barbara Jean Kelly

Trustee Of Lucius E. Reese Grantor Trust, Winona Capital Management, LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:bdb8ec4f-5887-4173-bdbd-a7ef6839d78c

Data as of Sep 13, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 19, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.