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KB Financial Companies
KB Financial Companies was founded in 1983 by James Kaplan and William Damora. The firm provides integrated wealth management, tax and estate planning,...
KB Financial Companies
KB Financial Companies was founded in 1983 by James Kaplan and William Damora. The firm provides integrated wealth management, tax and estate planning, insurance solutions, and corporate advisory services to families and business owners across the United States. The firm deploys capital through direct co-investments, SPVs, private equity, hedge funds and private credit. Confirmed positions include a board seat at Miami International Holdings. Mark I. Massad serves as a trusted consultant to the Board of Directors of Allentown Holdings. Geographic focus centers on North America with indicated exposure to Asia. The firm also manages a luxury asset portfolio that includes aircraft, artwork and boats. Assets under management stand at $1.3B. The firm maintains three offices and employs multidisciplinary teams that coordinate investment, planning and M&A needs. OneDigital acquired the firm in September 2022. KB Foundation, established in 2017, directs giving toward youth education and mentoring programs in Philadelphia. The firm operates as a multi-family office that retains an active corporate advisory practice. This structure allows it to advise clients on liquidity events and business succession while managing their personal and family capital through the same platform.
General information
Firm type
Multi Family Office
Year founded
1983
Location
Region
North America
Country
United States
City
Princeton
Corporate office
300 Carnegie Center Drive, Suite 240, Princeton, NJ 08540
Additional offices
Jackson Hole, WY · Miami, FL
Principals
James Kaplan
Co-Founder and co-CEO
William Damora
Co-Founder and Vice President of Wealth Management
Richard S. Rankin
Managing Director of Corporate Finance
Mark I. Massad
Senior Managing Director
Mark E. Thielmann
Managing Director of Corporate Advisory
Sector focus
Frequently asked questions
Who runs investment decisions at KB Financial Companies?
James Kaplan serves as co-CEO and co-founder alongside William Damora. Richard S. Rankin leads corporate finance while Mark E. Thielmann handles corporate advisory.
Does KB Financial Companies participate in fund commitments or only direct deals?
The firm executes direct co-investments and SPVs. It also allocates to private equity, hedge funds and private credit vehicles.
What investment stages does KB Financial Companies typically target?
The firm covers early-stage seed and start-up opportunities as well as expansion, late-stage, mezzanine and general venture investments.
How is KB Financial Companies related to OneDigital?
OneDigital acquired KB Financial Companies in September 2022 and now operates it as a strategic wealth management platform.
Where does the underlying wealth come from?
The firm serves affluent families and entrepreneurs. No single wealth creator or industry origin is publicly disclosed.
Does KB Financial Companies maintain philanthropic structures?
Yes. KB Foundation was established in 2017 and focuses on youth education, leadership and mentoring programs in Philadelphia.
What is KB Financial Companies posture on co-investments alongside external GPs?
The firm maintains a direct deal program and takes board seats in operating businesses. It coordinates these investments with client family office services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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