Kovitz
Overview
Kovitz is a Chicago-based investment adviser that provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, and institutions.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| GoRout | Jul 2018 | Seed | Lead |
Key People
Patrick Jamin
Principal, Head Of Platform Channels, Strategic Advisory Board Member
robert burnstine
Portfolio Manager
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Kovitz based?
Kovitz is headquartered in Chicago, Illinois, United States.
When was Kovitz founded?
Kovitz was founded in 2003.
How many portfolio companies does Kovitz have?
Kovitz has 1 portfolio company in Caplight's dataset.
What are some companies in Kovitz's portfolio?
Portfolio companies visible on Caplight include GoRout.
What was Kovitz's most recent investment shown here?
Kovitz's most recent investment in this portfolio sample was in GoRout in 2018.
What sectors does Kovitz focus on?
Kovitz focuses on Enterprise Software, Frontier & Industrial Tech.
What company stages does Kovitz focus on?
Kovitz typically invests at the Early stage.
What is Kovitz's AUM?
Kovitz's assets under management are estimated between $31.7B and $31.7B.