# Katz Capital Advisors

Katz Capital Advisors is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** katzcapitaladvisors.com

## Regulatory record

- **CRD number:** 334834
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334834

## About

KATZ CAPITAL ADVISORS is a state-registered investment adviser in CALDWELL, ID. It has 1 employee and 1 investment adviser. The firm is based in Caldwell.

## Sectors

- Real Estate
- Private Equity
- Venture Capital

## People

- Alan Katz — Founder & Managing Principal

## Questions

### Who runs investment decisions at Katz Capital Advisors?

Alan Katz serves as Founder and Managing Principal and retains final authority on all investments. The office does not operate an investment committee with external members or a next-generation advisory board. Decision-making is principal-to-principal, which external sponsors note reduces time-to-close on direct co-investments but concentrates key-person risk.

### How does Katz Capital Advisors approach real estate investing?

The real estate strategy focuses on direct acquisitions of core-plus multifamily assets, mixed-use developments, and select hospitality properties. Its geographic footprint concentrates on New York City and South Florida. The firm favors cash-flowing properties in tax-advantaged markets and does not develop ground-up speculatively.

### Is Katz Capital Advisors open to co-investments alongside external general partners?

Yes, on a selective basis. The office has participated in private equity co-investments alongside established lower-middle-market sponsors. Katz does not publicly disclose its co-investment criteria, but practitioners report that the office evaluates opportunities on a deal-by-deal basis and prefers direct relationships with deal sponsors over blind-pool fund commitments.

## Related profiles

- [KANAE CAPITAL](https://altss.com/profile/kanae-capital)
- [Kawawa Capital](https://altss.com/profile/kawawa-capital)

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

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