Karl Gerasimov
Executive Director Strategic Capital & Private Wealth @J W Korth & Company
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WORK HISTORY
Executive Director Strategic Capital & Private Wealth @J W Korth & Company
Miami, FL, US
J.W. Korth & Company,(est. 1982) is an SEC registered Broker-Dealer and FINRA member firm providing investment related services, offering a range of financial products to UHNW clients for over 40 years to meet, anticipate and exceed client expectations.Additionally, J.W. Korth is an investment advisor to KDM Capital Partners - providing financial capital solutions to lower-middle-market (LMM) CRE sponsors since 2017.Historically, capital deployment ranged between $5 and $20M with an average investment of $9M while targeting an 8% quarterly distribution and net returns to LPs between 12-14% per annum.
EDUCATION
University at Buffalo
Bachelor of Science in Business Administration, Finance
University of Miami Herbert Business School
Master of Business Administration - MBA, Business Administration: Finance
ABOUT KARL GERASIMOV
I am an Executive Director at J.W. Korth & Company, where I lead strategic capital formation and the development of private wealth initiatives. In my role, I serve as a key liaison between institutional clients, investment managers, asset allocators, and high-net-worth clients, driving growth and fostering strong relationships across the investment community.With over two decades of experience in finance, I specialize in alternative investments, leveraging my deep expertise in managing and optimizing capital deployment. My background spans several prestigious firms, including Bear Stearns & Co, TD Waterhouse, Knight Capital Group, Starwood Property Trust, and Banco Santander, among others. This diverse experience has provided me with a comprehensive understanding of capital markets, investment strategies, and wealth management, allowing me to deliver tailored solutions and maximize returns for my clients.CFA charterholder with 20+years of experience advising UHNW clients & managing multi-asset portfolios across public and private markets. Deep background in alternative investment distribution, private credit, PE/ RE underwriting and global wealth engagement (LatAm, EMEA, US). Proven ability to build and grow UHNW relationships, deliver actionable portfolio insights across products.I am passionate about driving alpha for our investors and offering unique, uncorrelated alternative investment opportunities with low investment return dispersion particularly in an environment where inflation hedging and diversification is critical.My experience spans a comprehensive range of investment strategies, including:• Real Estate: Value-Add, Core, Core-Plus, Co-Investments• Real Assets: Infrastructure, Logistics, Digital Infrastructure, Clean Energy, and Energy Transition• Private Credit: CRE Credit, Direct Lending, Structured Credit, Special Situations, RMBS, CMBS• Private Equity: Primary, Secondary, and Co-Investments• Venture Capital: Late-Stage Growth InvestmentsI bring a rigorous, data-driven approach to evaluating opportunities, leveraging my CFA designation and FINRA licenses to execute complex transactions and foster robust portfolio growth. Actively engage with the investment community in capital raise to identify alignment with strategic objectives. Key Qualifications:• CFA Charterholder (ID # 63•••20)• FINRA Licenses: Series 7, 24, 57, 63 (CRD #42•••76)I am always open to connecting with industry professionals, sharing insights, exploring opportunities, collaborating, or simply catching up, feel free to reach out or send me a DM.
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