FI  Karlin Asset Management

https://karlinfund.com/





     Office Locations:

11755 Wilshire Blvd., #1400
Los Angeles, CA 90025
Phone: 310-806-9700

 

Stages:

  • Early
  • Middle Market


 

Industries:

  • Financial Services
  • Information Technology
  • Real Estate & Construction

  •  

    Description:

    Karlin is the Family Office for surgeon, Gary Michelson. The firm employs a multi-asset class framework to invest opportunistically across a variety of strategies including: value securities, private equity, real estate, natural resources, venture capital, and direct lending. Michelson became a billionaire in 2005 after reaching a $1.35 billion settlement with medical manufacturing giant Medtronic, which involved an extended court fight over the surgeon's patents. Michelson invested the payout into several philanthropic ventures and Karlin Asset Management Inc., his investment company, which manages more than $1.4 billion in capital. The firm manages venture, PE and real estate assets through Karlin VC (see profile) and Highview Capital (see profile), and Karlin Real Estate (see profile).



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or Southern California Database subscription.
    David A. Cohen Co-Founder, CEO and CIO
    Matthew Schwab Co-Founder & Sr. Portfolio Mgr.
    Meredith Valenzano Principal & Portfolio Mgr.
    Tracy McGregor CFO

     

    Portfolio companies include:


      Bark


      Bitium


      Gyft


      Kimono


      Markkit


      Preact


      Tonx


      Yoi


     

    Recent News: