Kamal Jafarnia
Director/Board Member at ASHFORD HOSPITALITY TRUST, INC.
Net worth: 508 865 $ as of 2024-03-30
Profile
Mr. Kamal Jafarnia is an Independent Director at Bluerock Homes Trust, Inc., an Independent Trustee at Bluerock High Income Institutional Credit Fund, an Independent Trustee at Bluerock Total Income+ Real Estate Fund, an Independent Director at Ashford Hospitality Trust, Inc., a General Counsel at Opto Investments Inc. and a Secretary, General Counsel & Executive VP at Lonsdale Digital Management, Inc. He is on the Board of Directors at Bluerock Homes Trust, Inc., Bluerock High Income Institutional Credit Fund, Bluerock Total Income+ Real Estate Fund, Institute For Portfolio Alternatives and Ashford Hospitality Trust, Inc. Mr. Jafarnia was previously employed as an Independent Director by Bluerock Residential Growth REIT, Inc., a Chief Compliance Officer & General Counsel by Artivest Holdings, Inc., a Secretary & Chief Compliance Officer by iDirect Private Markets Fund, a Senior Vice President by Guggenheim Credit Income Fund, a Chief Compliance Officer & Senior Vice President by Carey Credit Advisors LLC, a Chief Compliance Officer & General Counsel by W.P.
Carey, Inc., a Counsel by Greenberg Traurig LLP, a Chief Compliance Officer & General Counsel by Carey Financial LLC, a Counsel-Financial Services & Products Group by Alston & Bird LLP, a Chief Compliance Officer & Counsel by American Realty Capital LLC, a Chief Compliance Officer by Altegris Advisors LLC, a Vice President & Assistant General Counsel by Behringer Harvard Advisors, a Vice President-Compliance by CNL Fund Advisors Co., an Executive Vice President by Franklin Square Holdings LP, a Managing Director-Legal & Business Development by Provasi Capital Partners LP, and a Senior Executive-In-House Counsel by Realty Capital Securities LLC.
He received his undergraduate degree from The University of Texas at Austin, a graduate degree from Georgetown University Law Center and a graduate degree from Temple University Beasley School of Law.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-04-05 | 14,562 ( 0.20% ) | 247 117 $ | 2024-03-30 | |
Bluerock Total Income+ Real Estate Fund
 Bluerock Total Income+ Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY. inf% | 2024-03-30 | 5,789 ( inf% ) | 166 839 $ | 2024-03-30 |
Ashford Hospitality LP
0.32% | 2021-05-11 | 38,288 ( 0.32% ) | 52 455 $ | 2024-03-30 |
| 2024-03-13 | 23,987 ( 0.06% ) | 32 862 $ | 2024-03-30 | |
Bluerock High Income Institutional Credit Fund
 Bluerock High Income Institutional Credit Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY. inf% | 2024-03-30 | 400 ( inf% ) | 9 592 $ | 2024-03-30 |
| 2024-01-07 | 0 ( -.--% ) | - $ | 2024-03-30 |
Kamal Jafarnia active positions
| Companies | Position | Start |
|---|---|---|
| ASHFORD HOSPITALITY TRUST, INC. | Director/Board Member | 2013-01-18 |
| BLUEROCK HOMES TRUST, INC. | Director/Board Member | 2022-10-05 |
Bluerock High Income Institutional Credit Fund
Bluerock High Income Institutional Credit Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY. | Director/Board Member | 2022-02-28 |
Opto Investments Inc.
 Opto Investments Inc. Financial ConglomeratesFinance Opto Investments Inc. is a company that provides independent investment advisors with a comprehensive solution for accessing private markets investments. The company was founded by Kamal Jafarnia, Matt Reed, Jacob Miller, Mark Gordon Adam Machin, Joseph T. Lonsdale, Patrick Weiss, and is based in New York, NY. The platform connects investment advisors to historically top-performing and promising emerging managers, as well as a full suite of alternative asset tools to help attract clients, boost revenue, and ensure access to the best possible private opportunities. The CEO is Ryan van Gorder. | Founder | - |
Bluerock Total Income+ Real Estate Fund
Bluerock Total Income+ Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY. | Director/Board Member | 2020-12-31 |
Lonsdale Digital Management, Inc.
 Lonsdale Digital Management, Inc. Internet Software/ServicesTechnology Services Lonsdale Digital Management, Inc. provides financial information services. The private company is based in New Castle, DE. | General Counsel | 2020-12-31 |
| Institute For Portfolio Alternatives | Director/Board Member | 2019-12-31 |
Former positions of Kamal Jafarnia
| Companies | Position | End |
|---|---|---|
| BLUEROCK RESIDENTIAL GROWTH REIT, INC. | Director/Board Member | 2022-10-05 |
Artivest Holdings, Inc.
 Artivest Holdings, Inc. Packaged SoftwareTechnology Services Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY. | Compliance Officer | 2021-01-31 |
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Training of Kamal Jafarnia
| The University of Texas at Austin | Undergraduate Degree |
| Georgetown University Law Center | Graduate Degree |
| Temple University Beasley School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| W. P. CAREY INC. | Finance |
| ASHFORD HOSPITALITY TRUST, INC. | Finance |
| BLUEROCK HOMES TRUST, INC. | Finance |
| Private companies | 20 |
|---|---|
Realty Capital Securities LLC
 Realty Capital Securities LLC Investment Banks/BrokersFinance Founded in 2007, Realty Capital Securities LLC is an open architecture broker/dealer located in Boston, Massachusetts. The firm focuses exclusively on the distribution of direct investments. They are the dealer-manager for a variety of real estate related securities. Realty Capital Securities is an affiliate of American Realty Capital LLC, a full-service investment advisory firm sponsoring a series of investment programs with an emphasis on publicly registered non-traded real estate offerings. Their ultimate parent is Realty Income Corp. (NYSE: O). Realty Capital Securities is a member FINRA/SIPC. | Finance |
CNL Fund Advisors Co.
 CNL Fund Advisors Co. Investment ManagersFinance CNL Fund Advisors Co (CNL Fund Advisors) is a private equity subsidiary of CNL private equity Corp founded in 1994 by James M Seneff. The firm is headquartered in Orlando, Florida. | Finance |
Altegris Advisors LLC
 Altegris Advisors LLC Investment ManagersFinance Altegris Advisors LLC (Altegris) is a SEC-registered investment advisor and holding firm headquartered in La Jolla, California. The firm was founded in 2010 by Matthew Osborne and James Waldinger. Altegris serves as the investment adviser to the following categories of Fund clients: (i) Mutual and Closed-End Funds, and their respective subsidiaries, as applicable; and (ii) Private Funds. | Finance |
iDirect Private Markets Fund
 iDirect Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous iDirect Private Markets Fund operates as a non-diversified closed-end management investment company. Its investment objective is to seek long-term capital appreciation. The company was founded on April 22, 2014 and is headquartered in New York, NY. | Miscellaneous |
Guggenheim Credit Income Fund
 Guggenheim Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Guggenheim Credit Income Fund operates as a finance investment company. It provides shareholders with current income, capital preservation and long-term capital appreciation. The company was founded on September 5, 2014 and is headquartered in New York, NY. | Miscellaneous |
Greenberg Traurig LLP
 Greenberg Traurig LLP Miscellaneous Commercial ServicesCommercial Services Greenberg Traurig LLP provides legal services. The firm specializes in business aviation, futures and derivatives, financial regulatory and compliance, financial services litigation, project and infrastructure finance, public finance, restructuring, bankruptcy, and structured finance. The company was founded by Larry J. Hoffman, Mel Greenberg and Robert H. Traurig in 1967 and is headquartered in Miami, FL. | Commercial Services |
Alston & Bird LLP
 Alston & Bird LLP Miscellaneous Commercial ServicesCommercial Services Alston & Bird LLP engages in the provision of legal advisory services. It offers services in the areas of corporate and finance, litigation, intellectual property, regulatory and specialty, international, and tax. The company was founded in 1893 and is headquartered in Atlanta, GA. | Commercial Services |
| Behringer Harvard Advisors | |
Carey Financial LLC
 Carey Financial LLC Investment Banks/BrokersFinance Part of W.P. Carey, Inc., Carey Financial LLC is a private company that provides securities brokerage services. The company is based in New York, NY. | Finance |
Franklin Square Holdings LP
 Franklin Square Holdings LP Investment ManagersFinance Franklin Square Holdings LP (FS Investment) is a private equity firm founded in 2007 by David J. Adelman, Randy I. Anderson and Michael Craig Forman. The firm is headquartered in Philadelphia, Pennsylvania. | Finance |
American Realty Capital LLC
 American Realty Capital LLC Real Estate DevelopmentFinance Part of Realty Income Corp., American Realty Capital LLC is a company that provides real estate services. The private company is based in New York, NY. | Finance |
Bluerock Residential Growth REIT, Inc.
 Bluerock Residential Growth REIT, Inc. Real Estate Investment TrustsFinance Bluerock Residential Growth REIT, Inc. operates as a real estate investment trust. It engages in the acquiring apartment properties. Its investment objective is to maximize long term stockholder value by investing in properties that shows substantial growth. The company was founded by Jordan B. Ruddy on July 25, 2008 and is headquartered in New York, NY. | Finance |
Bluerock Total Income+ Real Estate Fund
Bluerock Total Income+ Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock Total Income+ Real Estate Fund is a non-diversified, closed-end management investment company, which is operated as an interval fund. It offers individual investors access to a portfolio of institutional real estate securities managed by top-ranked fund managers. The fund seeks to provide a comprehensive real estate holding designed to provide a combination of current income, capital preservation, long-term capital appreciation and enhanced portfolio diversification with low to moderate volatility and low correlation to the broader equity and fixed income markets. The company was founded on May 25, 2012 and is headquartered in New York, NY. | Miscellaneous |
Artivest Holdings, Inc.
Artivest Holdings, Inc. Packaged SoftwareTechnology Services Artivest Holdings, Inc. provides digital platform for private investment managers and investors. The firm offers technology-driven investment platforms for fund managers, wealth managers, and independent advisors. It offers private equity and venture capital funds. The company was founded by James David Waldinger in 2011 and is headquartered in New York, NY. | Technology Services |
| Provasi Capital Partners LP | Finance |
| Institute For Portfolio Alternatives | |
Lonsdale Digital Management, Inc.
Lonsdale Digital Management, Inc. Internet Software/ServicesTechnology Services Lonsdale Digital Management, Inc. provides financial information services. The private company is based in New Castle, DE. | Technology Services |
Bluerock High Income Institutional Credit Fund
Bluerock High Income Institutional Credit Fund Investment Trusts/Mutual FundsMiscellaneous Bluerock High Income Institutional Credit Fund is a closed-end investment fund, which engages in investment activities. Its investment objective is to generate income, while secondarily seeking long-term risk-adjusted returns to the broader markets. The company was founded on August 19, 2021 and is headquartered in New York, NY. | Miscellaneous |
Opto Investments Inc.
Opto Investments Inc. Financial ConglomeratesFinance Opto Investments Inc. is a company that provides independent investment advisors with a comprehensive solution for accessing private markets investments. The company was founded by Kamal Jafarnia, Matt Reed, Jacob Miller, Mark Gordon Adam Machin, Joseph T. Lonsdale, Patrick Weiss, and is based in New York, NY. The platform connects investment advisors to historically top-performing and promising emerging managers, as well as a full suite of alternative asset tools to help attract clients, boost revenue, and ensure access to the best possible private opportunities. The CEO is Ryan van Gorder. | Finance |
Carey Credit Advisors LLC
 Carey Credit Advisors LLC Investment ManagersFinance Part of W.P. Carey, Inc., Carey Credit Advisors LLC is a private company that provides investment advisory services. The company is based in New York, NY. Jason E. Fox has been the CEO of the company since 2017. | Finance |
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