Multi-Family Office

Updated:

Franklin Advisors

Franklin Advisors is an SEC-registered investment adviser in Chapel Hill, NC, established in 1991. The firm manages $4.5 billion in assets. It employs 40...

Franklin Advisors

Franklin Advisors is an SEC-registered investment adviser in Chapel Hill, NC, established in 1991. The firm manages $4.5 billion in assets. It employs 40 staff, including 18 investment advisers.

General information

Firm type

Multi Family Office

Year founded

1999

Location

Region

North America

Country

United States

City

Chapel Hill

Corporate office

Farmington Hills, MI, United States

Additional offices

Baltimore, MD · Bethesda, MD · New York, NY · São Paulo, Brazil

Principals

Paul Halpern

Managing Principal

Jeffrey Kohn

Managing Principal

Sector focus

Real EstatePrivate CreditPrivate EquityHedge Funds

Frequently asked questions

How does Franklin Advisors source deal flow?

The firm's sourcing advantage derives from its geographic positioning — a Detroit-area headquarters with offices in Baltimore, Bethesda, New York, and São Paulo. This gives Franklin Advisors access to US Midwestern and mid-Atlantic middle-market deals that bypass coastal institutional auctions, while the Brazil office provides a distinct pipeline into Latin American real assets and credit. The firm's direct real estate practice specifically targets secondary and tertiary US markets where institutional competition is sparse.

Does Franklin Advisors manage its own funds or act as an allocator?

Franklin Advisors operates as a fiduciary allocator — an outsourced CIO — rather than a fund manager. It does not raise or manage commingled funds. The firm constructs bespoke portfolios for its families across direct investments (especially real estate) and external fund commitments in private equity, private credit, and hedge funds. This separates it from platforms that sell proprietary products to client families.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Chapel Hill Multi Family Office profiles