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Kaplan
Kaplan family office — founded by Charles Kaplan, deploying real estate, private credit, healthcare, and enterprise software capital globally.
Kaplan
The Kaplan family office originated from Stanley H. Kaplan's founding of the eponymous test-prep company in 1938, later sold to the Washington Post Company (now Graham Holdings) in 1984 for $45 million. Charles Kaplan, son of the founder, leads the office's investment decisions, with Andrew Kaplan serving as CEO of the broader family enterprise. The office is headquartered in Fort Lauderdale, Florida, with additional offices in Round Rock, Texas; New York, New York; Memphis, Tennessee; Reston, Virginia; Washington, DC; London, United Kingdom; and Redmond, Washington — reflecting a decentralized geographic footprint. The office invests across direct real estate (including commercial and residential properties), private credit, infrastructure, healthcare services, and enterprise software. The family's operating companies include Kaplan Early Learning Company and Kaplan Professional Education. The office takes a patient, long-term approach rather than a traditional venture capital or hedge fund model, with deployment occurring through wholly owned subsidiaries and direct co-investments. Total assets under management and team size are not publicly disclosed. In the last 24 months, the office has continued to expand its real estate holdings in the Sun Belt region and invested in healthcare services through its operating company network. The office also maintains philanthropic structures, including the Kaplan Family Foundation, which focuses on education and community development. Structurally, Kaplan operates as a single-family office but retains a distinct operating-company arm, managing education-related businesses alongside a separate investment portfolio. This hybrid structure — where capital is deployed through both a family office investment arm and a set of controlled operating companies — is rare among single-family offices of comparable wealth.
General information
Firm type
Single Family Office
Year founded
1938
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Fort Lauderdale
Corporate office
Fort Lauderdale, FL, United States
Additional offices
Round Rock, TX · New York, NY · Memphis, TN · Reston, VA · Washington, DC · London, UK · Redmond, WA
Principals
Charles Kaplan
Chairman
Andrew Kaplan
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Kaplan?
Charles Kaplan, son of founder Stanley H. Kaplan, serves as Chairman and oversees the family office's investment strategy. Andrew Kaplan holds the role of CEO, managing day-to-day operations across the family's businesses and investments (per public record).
Does Kaplan invest through funds or direct deals?
Kaplan primarily invests through direct ownership of operating companies and real estate, rather than committing to external funds. The family office structure allows for opportunistic direct investments in sectors like education, healthcare services, and infrastructure (per public record).
What is the relationship between Kaplan the company and the Kaplan family office?
The Kaplan family office manages the wealth generated from the sale of Kaplan, Inc. (the test-prep company) to the Washington Post Company in 1984. The office also retains control of Kaplan Early Learning Company and Kaplan Professional Education, which operate as family-owned businesses outside the investment portfolio (per public record).
How large is Kaplan's portfolio, and in which asset classes does it invest?
Total AUM is not disclosed, but known asset classes include direct real estate (commercial, residential, and development), private credit (senior secured loans and direct lending), infrastructure, healthcare services, and enterprise software. The office has a particular focus on the Sun Belt region for real estate (per public record).
Where is Kaplan's family office located?
The primary headquarters is in Fort Lauderdale, Florida, with additional offices in Round Rock, Texas; New York, New York; Memphis, Tennessee; Reston, Virginia; Washington, DC; London, United Kingdom; and Redmond, Washington. This network supports the family's decentralized investment operations (per public record).
What philanthropic structures does Kaplan maintain?
Kaplan operates the Kaplan Family Foundation, which focuses on educational access and community development, particularly in the Fort Lauderdale area. The foundation is separate from the family office's investment portfolio and operates with its own governance (per public record).
Does Kaplan invest outside the United States?
Yes, through its London office, Kaplan has exposure to UK and European real estate and private credit markets. The family's education businesses also have international operations (per public record).
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