Asset ManagerRIA · CRD 325180SEC-RegisteredPrivate Fund Adviser

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Arkhouse

ARKHOUSE is an SEC-registered investment adviser in NEW YORK, NY, registered since 2024. The firm manages approximately $123 million in regulatory assets.

Arkhouse

ARKHOUSE is an SEC-registered investment adviser in NEW YORK, NY, registered since 2024. The firm manages approximately $123 million in regulatory assets. It has 6 employees and 6 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Gavriel Kahane

Managing Partner

Jonathon Blackwell

Managing Partner

Sector focus

Real EstateRetail

Frequently asked questions

What is Arkhouse's investment strategy?

Arkhouse invests in undervalued public companies, particularly retailers with significant real estate holdings. The firm takes activist positions, often pushing for sales, spinoffs, or other transactions that unlock the value of underlying property assets. It targets real estate and retail sectors, per public filings and press reports.

Has Arkhouse been involved in any notable activist campaigns?

Yes. In November 2021, Arkhouse disclosed a stake in Kohl's and pushed the company to consider a sale (per The Wall Street Journal, November 2021). In December 2023, the firm joined Brigade Capital to make a $5.8 billion bid for Macy's (per Reuters, December 2023). Both campaigns center on unlocking the value of the retailers' real estate.

What is Arkhouse's track record on deal completion?

The Kohl's activist campaign did not result in a sale; the company explored a process but remained independent. As of mid-2024, the Macy's bid has not been completed, but the firm continues to engage with the company's board. Arkhouse has not publicly disclosed any prior real estate transactions or exits.

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