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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
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 Altss 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.
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