Asset Manager

Updated:

K2 Asset Management

K2 Asset Management operates in investment management, advisory, responsible entity services, and listed funds sectors. The company provides investment...

K2 Asset Management

K2 Asset Management operates in investment management, advisory, responsible entity services, and listed funds sectors. The company provides investment management and advisory services, trustee and administrative services for funds, and manages exchange traded funds and listed investment companies. Founded in 1999, K2 Asset Management is based in Melbourne, Victoria.

General information

Firm type

Diversified Financial Services / Funds Management & ETFs

Year founded

1999

Location

Region

North America

Country

United States

City

Beverly Hills

Corporate office

Beverly Hills, CA, United States

Additional offices

Evanston · Melbourne · San Juan · Toronto · Northbrook · Boca Raton · New York · Denver

Sector focus

Real EstatePrivate CreditInfrastructure

Frequently asked questions

What investment asset classes does K2 Asset Management focus on?

K2 Asset Management targets direct investments in real estate, private credit, and infrastructure. The firm's regional office structure suggests a focus on illiquid, asset-backed strategies that benefit from local underwriting. No public filings or reports have specified whether it holds liquid securities or operates fund vehicles.

Where are K2 Asset Management's offices located?

K2 maintains offices in nine cities: Beverly Hills, Evanston, Melbourne, San Juan, Toronto, Northbrook, Boca Raton, New York, and Denver. This multi-country footprint — spanning the US, Canada, Puerto Rico, and Australia — is unusually broad for a firm that does not publicly disclose AUM or leadership.

Does K2 Asset Management disclose its AUM or the identity of its principals?

No. K2 Asset Management does not publicly disclose AUM, total deployment, or the names of its principals, CIO, or investment committee members. This level of opacity places it among the less transparent asset managers in the real estate and private credit space.

Is K2 Asset Management structured as a family office, a fund manager, or something else?

Public records do not specify K2's legal or ownership structure. Its description as an 'asset manager' with a broad office network suggests it may operate as a registered investment advisor (RIA) or a private fund manager, but no SEC filings or regulatory disclosures confirm this. The firm does not appear on major industry databases.

What recent activity has K2 Asset Management pursued?

No verifiable recent operational events — such as new fund raises, acquisitions, hires, or major transactions — have been reported in the last 24 months in public sources. The firm's lack of press coverage or regulatory filings makes it difficult to assess current investment posture.

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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