# Kardinal Financial

Kardinal Financial is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** kardinalfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/kardinal-financial

## Regulatory record

- **CRD number:** 316730
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316730

## About

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.

## Sectors

- Real Estate
- Private Credit
- Venture Capital
- Technology

## People

- Benjamin Wolkov — Founder & CEO
- David Walrad — Co-Founder & COO

## 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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Last updated: 2026-07-06T01:24:19.375Z

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