# Kobata Financial

Kobata Financial is a RIA based in Los Angeles, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Assets under management:** Undisclosed
- **Website:** kobata.com

## Regulatory record

- **CRD number:** 112001
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112001

## About

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.

## Sectors

- Real Estate
- Technology
- Private Equity

## People

- Kazuo Kobata — Founder

## 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.

## Related profiles

- [CAPITAL ADVISORS GROUP, INC](https://altss.com/profile/capital-advisors-group-inc)
- [IMA Advisory Services](https://altss.com/profile/ima-advisory-services-inc)

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Last updated: 2026-07-06T01:24:19.778Z

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