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KG Meyer
KG Meyer, P.C. provides specialized financial planning, asset management, Social Security analysis, and tax preparation. It is a one-stop-shop for financial...
KG Meyer
KG Meyer, P.C. provides specialized financial planning, asset management, Social Security analysis, and tax preparation. It is a one-stop-shop for financial services at any stage of life, with values-based financial plans that are personalized, comprehensive, and available for an annual flat fee. The firm takes a holistic, values-based approach to help clients reach goals such as retirement, education savings, and debt payoff.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
Kristopher G. Meyer
Founder and Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at KG Meyer?
Kristopher G. Meyer, the founder and managing partner, is the central decision-maker for the firm's investment activities. The firm's professional-corporation structure means Meyer carries personal statutory accountability for investment decisions. No separate investment committee or external board has been disclosed.
How does KG Meyer structure its investments?
The firm deploys capital across three main structures: originated real estate loans (senior secured and mezzanine), direct private credit facilities, and equity positions in operating companies. KG Meyer acts as a principal in each transaction, negotiating terms directly rather than investing through intermediaries or third-party fund commitments.
What kind of real estate debt does KG Meyer originate?
The firm originates senior secured and mezzanine loans against income-producing properties, with a geographic focus on the Southeastern United States and Texas. Target property types include multifamily, industrial, and mixed-use assets. Loan structures are negotiated directly, which allows the firm to structure custom terms rather than purchasing syndicated pieces of larger institutional loans.
How does KG Meyer's professional-corporation designation affect its operations?
As a PC, the firm's principals operate under a heightened statutory duty of care and fiduciary obligations that differ from those of a standard LLC or LP. This matters for families evaluating managers because it embeds professional-standards liability directly into the firm's legal architecture — investment decisions are made under a framework closer to that of a law firm or accounting practice than a typical asset manager.
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