KB Financial Companies, LLC
KB Financial Companies, LLC is a multi-family office headquartered in Princeton. Founded in 1983 by finance professionals James Kaplan and William Damora, the firm offers integrated wealth management, tax and estate planning, insurance solutions, and...

KB Financial Companies, LLC
KB Financial Companies, LLC is a multi-family office headquartered in Princeton. Founded in 1983 by finance professionals James Kaplan and William Damora, the firm offers integrated wealth management, tax and estate planning, insurance solutions, and corporate advisory services to affluent families and entrepreneurs across the United States. Its multidisciplinary team coordinates complex financial, business, and succession needs, aligning client assets, enterprises, and generations under one collaborative ecosystem.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Princeton
Corporate office
300 Carnegie Center 240
Frequently asked questions
What is KB Financial Companies, LLC?
KB Financial Companies, LLC is a multi family office headquartered in Princeton.
Where is KB Financial Companies, LLC headquartered?
KB Financial Companies, LLC is headquartered in Princeton, in the North America region.
What does Altss track for KB Financial Companies, LLC?
Altss maintains an OSINT-verified profile of KB Financial Companies, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is KB Financial Companies, LLC's website?
KB Financial Companies, LLC's public website is www.kbfinancialcompanies.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is KB Financial Companies, LLC?
KB Financial Companies, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on KB Financial Companies, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for KB Financial Companies, LLC?
KB Financial Companies, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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