RIA · CRD 305796SEC-Registered

Updated:

Kohr

Kohr is an SEC-registered investment adviser in Mission Viejo, CA. It manages approximately $24 million in regulatory assets. The firm has 2 employees and 2...

Kohr

Kohr is an SEC-registered investment adviser in Mission Viejo, CA. It manages approximately $24 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

What is the relationship between Kohr's payment card and a potential family office?

The kohrcard.com domain promotes a premium metal card with concierge-oriented language but discloses no investment activity. Family offices frequently launch branded payment cards as a treasury-management or lifestyle-services layer, keeping the investment entity legally and publicly separate. Without further disclosure, whether Kohr functions as a standalone card venture or the consumer-facing arm of a private family office cannot be determined.

Does Kohr disclose an investment strategy or portfolio?

No. The firm's public-facing website contains no references to asset classes, direct investments, fund commitments, or portfolio companies. No regulatory filings, press releases, or media mentions currently attribute investment activity to Kohr, making its strategy — if one exists — entirely opaque to outside allocators.

Who are the principals behind Kohr?

No principals, founders, or investment committee members are named on kohrcard.com or in any associated public record accessible as of mid-2025. The entity's ownership structure remains undisclosed, which is not uncommon for family offices that use distinct branding for consumer-facing products.

Where is Kohr headquartered?

The domain's registration and website do not specify a physical headquarters. No office locations, mailing addresses, or jurisdictional registrations are publicly linked to Kohr as of the current record. This absence limits any assessment of regulatory oversight or geographic focus.

Does Kohr accept external capital or co-investors?

There is no indication that Kohr accepts outside capital, operates as a multi-family office, or participates in club deals. The sole publicly visible product is the payment card, which is positioned for individual high-net-worth users rather than institutional limited partners.

Profile maintained by 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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