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Kardinal Financial
KARDINAL FINANCIAL is a state-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Overview
KARDINAL FINANCIAL is a state-registered investment adviser with $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It manages $9 million on a discretionary basis.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Benjamin Wolkov
Founder & CEO
David Walrad
Co-Founder & COO
Sector focus
Frequently asked questions
Who runs investment decisions at Kardinal Financial?
Benjamin Wolkov serves as CEO and oversees investment strategy, drawing on his background in investment banking and private equity. David Walrad serves as COO and manages operations. The firm operates with an investment committee structure that includes external advisors for specific asset classes (public record).
What investment stages does Kardinal Financial typically target?
The firm targets a range across real estate, private credit, and venture capital. In real estate, it focuses on direct acquisition and debt positions. Private credit strategies target middle-market direct lending. Venture capital commitments are concentrated in early-stage technology companies (public record).
What is Kardinal Financial's known posture on co-investments alongside external general partners?
Kardinal actively pursues co-investments, especially in real estate debt and private credit where it can act as a lead or significant co-investor. In venture capital, it participates selectively alongside established early-stage firms. The firm has stated it prefers structures where it can exercise influence or control over capital deployment (public record).
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