Asset ManagerRIA · CRD 128579SEC-Registered

Updated:

Kaizerman & Associates

KAIZERMAN & ASSOCIATES, LLC is an SEC-registered investment adviser in NATICK, MA. The firm manages approximately $26 million in regulatory assets.

Kaizerman & Associates

KAIZERMAN & ASSOCIATES, LLC is an SEC-registered investment adviser in NATICK, MA. The firm manages approximately $26 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Sector focus

Private CreditSecondaries & Special SituationsReal Estate

Frequently asked questions

What does Kaizerman & Associates invest in?

The firm originates private real estate bridge loans, mezzanine financing, and distressed debt purchases. Its focus is on middle-market commercial and residential properties in transition, where conventional financing is unavailable or uneconomic.

How does the firm source its deals?

Sourcing appears relationship-based and off-market, relying on direct borrower connections and distressed-note acquisitions from regional banks rather than competitive auction processes or broker intermediaries.

Is Kaizerman & Associates structured as a family office?

While the firm's capital base is not publicly disclosed, its low profile and apparent lack of outside fundraising activity suggest it may operate with principal or closely held family capital deployed through a private investment vehicle.

Which geographies does the firm cover?

Public records indicate a primary focus on the New York metropolitan area and broader Northeast corridor, with selective distressed and value-add credit exposure in South Florida.

What investment structure does the firm typically use?

Transactions are structured as first-lien mortgages, B-notes, mezzanine loans, or direct purchases of non-performing notes. The firm acts as a balance-sheet lender rather than a fund manager aggregating third-party capital.

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