Harman Investment Advisors

Jeff Harman, as Founder and CEO, leads the investment committee. David Harman, President, oversees portfolio management and client relationships. The firm employs a small team of analysts and advisors. No external CIO has been named (per firm's SEC filings, 2023).

The firm leverages relationships with a network of sponsors, including KKR and Apollo, for private credit and real estate opportunities. For direct real estate, Harman identifies off-market multifamily deals in the Sun Belt and Southeast. The firm's family-office clients also refer co-investment opportunities.

Harman is registered as an RIA, making it a multi-family office that serves both the principal family and a select group of external ultra-high-net-worth clients. This hybrid structure allows it to offer fiduciary wealth management while retaining the intimacy of a family office.

Harman does both. It commits capital to institutional funds—such as KKR's private credit vehicles and Apollo's credit funds—and also invests directly in real estate assets and co-investment SPVs. Direct investments are typically in the $5M–$20M range.

The firm focuses on stable, mature assets and strategies: core-plus and value-add real estate, senior secured private credit, and liquid hedge funds. It does not target early-stage venture or growth equity. This posture aligns with its risk-conscious mandate.

The wealth originates from the principal family's prior entrepreneurial ventures and investments. The specific source is not publicly attributed to a single company or industry. The firm manages capital for a handful of additional families whose sources are private.

The firm does not publicly disclose a foundation or donor-advised fund. If philanthropic vehicles exist, they are managed separately from the RIA. No charitable giving or foundation is mentioned in the firm's SEC filings or public communications.