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Kobata Financial
KOBATA FINANCIAL is a state-registered investment adviser in ATASCADERO, CA. It has 1 employee and 1 investment adviser. The firm is based in California.
Kobata Financial
KOBATA FINANCIAL is a state-registered investment adviser in ATASCADERO, CA. It has 1 employee and 1 investment adviser. The firm is based in California.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Principals
Kazuo Kobata
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Kobata Financial?
Kazuo Kobata is the founder and key investment decision-maker. The firm does not publicly disclose a formal investment committee or additional principals.
How does Kobata Financial source proprietary deal flow?
The firm sources deal flow through Kazuo Kobata's entrepreneurial and real estate networks. It prioritizes direct relationships rather than intermediary channels.
Does Kobata Financial participate in fund commitments or only direct deals?
The firm primarily focuses on direct investments and co-investments, not traditional fund commitments. It participates in club deals and single-asset opportunities.
What investment stages does Kobata Financial typically target?
Kobata Financial is stage-agnostic, with a preference for mature private companies and real estate assets. It holds investments long term rather than seeking quick exits.
Which sectors does Kobata Financial explicitly avoid?
The firm has not publicly disclosed any explicitly avoided sectors. Its known activity centers on technology and real estate.
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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