Kramer Investment Advisors

Michael Kramer, the CEO and Chairman, has led investment decisions since founding the firm in 1996. He is the named principal in public records. The firm does not disclose a broader investment committee or CIO role.

The firm relies on direct relationships built with middle-market lenders, real estate sponsors, and infrastructure operators. It participates in club deals and co-investments rather than buying into commingled funds. This sourcing model matches the profile of a lean family office.

The firm does both. It maintains a multi-manager hedge fund portfolio, which is a fund-of-funds allocation. For private credit, real estate, and infrastructure, it prefers direct or co-investment positions. The hedge fund portfolio is the one institutional fund exposure.

The firm does not focus on venture-stage or early growth. Its private credit deployment targets cash-flowing middle-market companies and real estate. Infrastructure investments are operational assets, not greenfield construction. Hedge fund exposure is mostly to large multi-strategy managers.

No. The firm does not publicly identify any of the families it serves. Wealth origin for the firm itself is also not published. This privacy is consistent with a multi-family office model serving a small number of clients.

There is no public record of a separate foundation or donor-advised fund program operated by the firm. Any charitable activity by individual client families is conducted independently.

The firm does not invest in venture capital, early-stage technology, or cryptocurrencies. Its healthcare exposure is limited to healthcare real estate, not biotech or medical devices. No public statement exists on ESG or impact exclusions.