Multi-Family OfficeRIA · CRD 122641SEC-Registered

Updated:

Harman Investment Advisors

HARMAN INVESTMENT ADVISORS is an SEC-registered investment adviser in NORTHBROOK, IL. The firm manages approximately $3 million in regulatory assets.

Harman Investment Advisors

HARMAN INVESTMENT ADVISORS is an SEC-registered investment adviser in NORTHBROOK, IL. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

2018

Location

Region

North America

Country

United States

City

Northbrook

Corporate office

Atlanta, GA, United States

Principals

Jeff Harman

Founder & CEO

David Harman

President

Sector focus

Real EstatePrivate CreditHedge FundsInfrastructureEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at 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).

How does Harman Investment Advisors source proprietary deal flow?

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.

What investment stages does Harman typically target?

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.

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.

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