KB Financial Companies
Multi family office in Princeton, United States, founded 1983; estimated AUM $1.3B; focus on industrial, mobility and healthtech.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Princeton, United States
- OFFICES
- Jackson Hole, WY · Miami, FL
- FOUNDED
- 1983
- AUM
- ~$1.3B (2026, press estimate)
Investment approach
- ROUTES
- Companies (own capital)
Overview
Founded in 1983, this multi family office has its headquarters in Princeton, United States. Its assets under management are estimated at $1.3B (2026); its sector focus covers industrial, mobility, healthtech and fintech. Other offices: Jackson Hole, WY; Miami, FL; it invests directly in companies; 5 people are named on its team.
People
- James KaplanCo-Founder and co-CEO · source
- William DamoraCo-Founder and Vice President of Wealth Management · source
- Richard S. RankinManaging Director of Corporate Finance · source
- Mark I. MassadSenior Managing Director · source
- Mark E. ThielmannManaging Director of Corporate Advisory · source
Frequently asked questions
KB Financial Companies is a multi family office based in Princeton, the United States, founded in 1983.
KB Financial Companies invests its own capital into companies.
KB Financial Companies invests in Industrial & Manufacturing, Mobility & Logistics, HealthTech, Fintech and Food & Agriculture.
Key people at KB Financial Companies include James Kaplan (Co-Founder and co-CEO), William Damora (Co-Founder and Vice President of Wealth Management), Richard S. Rankin (Managing Director of Corporate Finance) and Mark I. Massad (Senior Managing Director).