ABOUT US

Karlin Asset Management, Inc. is an investment company that manages over $1.5 billion in capital and employs a flexible framework to invest opportunistically across a variety of asset classes and investment strategies including:

• Public Securities
• Real Estate
• Direct Lending
• Natural Resources

Though these strategies have been areas of focus for the firm since its inception, Karlin engages in a broad range of investment activities and utilizes its flexibility to deploy capital in a wide variety of asset classes. Each and every one of Karlin’s strategies is rooted in a value-oriented investment philosophy that balances principal protection and long-term capital appreciation.

Karlin was founded in 2005 by David A. Cohen to manage the capital of Dr. Gary K. Michelson, a spinal surgeon-turned-inventor and philanthropist. Since its inception, the firm has been recognized as an innovator in asset management and family office investing arenas. Past awards include Institutional Investor’s Family Office of the Year and Private Asset Management’s Family Office of the Year.

Karlin Asset Management, Inc. is headquartered in Los Angeles with offices in London and Austin.

 

 

OUR APPROACH

Investment Strategy:

  • Develop a portfolio of direct investments, risk mitigation initiatives and allocations to aligned world-class managers

  • Leverage a broad network of relationships to identify investment trends and new ideas

  • Maintain a fundamental focus on risk controls

  • Foster our reputation as a long-term oriented, aligned investment partner

  • Always prioritize long-term goals over short-term performance

Corporate Principles:

  • Conduct our business with the highest level of integrity

  • Encourage contrarian ideas, open debate, and creativity

  • Value and nurture relationships as a cornerstone of success

  • Continuously pursue excellence

  • Operate with a sense of urgency

  • Act with a long-term orientation

  • Be humble in success as well as in failure

AFFILIATES

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Karlin Real Estate is an investment firm targeting opportunistic acquisitions and financing of commercial, hospitality and multi-family properties across the United States. The firm takes a value-add approach by acquiring real estate assets across a broad range of geographical markets and product types. Since 2009, Karlin has acquired close to $1 billion of transactions representing approximately 10 million square feet across the US and Europe. Learn More >>

KV2

Karlin Ventures is an early-stage venture capital fund based in Los Angeles. We are value-add partners helping entrepreneurs who take contrarian approaches to create impactful solutions to big, interesting problems. Learn More >>

Non-Profit Foundations

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With over $100 million donated to forward thinking medical research from developing innovative spine injury / disorder treatments to new vaccine development aimed at eradicating infectious diseases, the Gary Michelson Medical Research Foundation brings together experts across disciplines to allow for innovative and collaborative research. Learn More >>

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Found Animals is an independently funded nonprofit that works to achieve one goal: find the big ideas that help reduce the number of pets euthanized in shelters each year. Led by business and medical professionals, we develop innovative solutions that address the underlying causes of shelter euthanasia. Programs address pet adoption, low-cost spay neuter services, pet microchipping and registration, and sterilization research. By offering a wealth of educational resources to pet owners and animal care professionals, Found Animals advances the health and safety of animals everywhere. Learn More >>

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20 Million Mind supports non-profit initiatives, for-profit start-ups, and policy thought leaders that utilize disruptive digital technologies to create a “higher education 3.0″ system that can sustainably increase access, affordability, and student success. Learn More >>

EXECUTIVE MANAGEMENT

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David A. Cohen
Co-Founder
Chief Executive Officer
Chief Investment Officer

David A. Cohen co-founded Karlin Asset Management, Inc. in 2005 and has since successfully led the firm as Chief Executive Officer and Chief Investment Officer.

David has more than 25 years of principal investing experience in public and private securities, real estate, and private equity. He spent nearly a decade in senior executive positions with one of the largest private companies in the nation. He also served as a Principal in a $16 billion alternative investment firm and began his career as an investment banker and derivatives specialist at Lazard Frères & Co. in New York.

David holds an MPhil from Cambridge University, as well as a B.S. in Engineering from Boston University, summa cum laude. He also completed graduate work at Sydney University as a Rotary Foundation Scholar.

David serves in executive leadership roles or board positions with a variety of non-profit organizations in the areas of education, public policy, medical research and animal welfare. He is also a frequent speaker and thought leader on distressed investing, risk management, asset allocation and contrarian thinking.

Tracy McGregor
Tracy McGregor
Chief Financial Officer

Tracy McGregor has served as Chief Financial Officer of Karlin Asset Management, Inc. since its inception in 2005. She is responsible for the financial management of the firm across multiple strategies.

Prior to joining Karlin, Tracy served as Director of Financial Analysis at Alschuler Grossman Stein & Kahan LLC (AGSK), where she spearheaded budgeting and forecasting functions for the firm. Before that, Tracy was a manager at Arthur Andersen LLC, where she implemented tax and financial preparation strategies.

Tracy holds a B.S. in Accounting from the University of Southern California and is a Certified Public Accountant.

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Karlin Asset Management, Inc.

LOS ANGELES (HQ)
11755 Wilshire Boulevard, Suite 1400
Los Angeles, CA 90025
P: (310) 806-9700 | F: (310) 806-9799

For Information, please email info@karlinam.com   PRINT WEBSITE AS PDF file