Kerr Financial is a multi-family office in Montreal, Canada. Robert J. Kerr founded it in 1979 to help individuals take a more business-like approach to personal finances. Services include family office, investment management, financial planning, tax advisory, estate administration, accounting and trust. The firm was created to help individuals get the most from their personal financial resources, ease financial and retirement concerns, and simplify the administration of their affairs. Its focus is on business owners, professionals, senior executives and high-net-worth individual investors. The firm specializes in large cap globally diversified dividend yielding equities, Canadian bonds, a Canadian equity fund, an emerging markets manager and a few international ETFs.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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