Kohlhepp Investment Advisors, Ltd.
5 contactswww.kohlheppadvisors.com
Kohlhepp Investment Advisors, Ltd. is a family-owned, SEC-registered independent investment adviser in Doylestown, Pennsylvania. Ed Kohlhepp Sr. started it in 1998, and Ed Kohlhepp Jr. leads it. The firm offers fee-based financial planning, estate and income planning, and portfolio management to individuals, families and business owners.
| 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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