SEC-Registered Investment Adviser
Kohlberg & Company
Legal name: Kohlberg & Co., L.L.C.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated May 22, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- March 30, 2012
- Principal office
- 111 Radio Circle, Mount Kisco, NY 10549
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 3
- Website
- HTTP://WWW.KOHLBERG.COM
Scale
- Regulatory AUM
- $17.1B
- Discretionary / non-discretionary
- $16.3B / $895.3M
- Attributable to non-US clients
- $13.9M
- Accounts
- 40
- Clients
- 2
- Employees
- 91, 60 in advisory roles
- Private funds advised
- 37
- Private fund gross assets
- $17.1B
- Fund types
- 1 hedge funds, 33 private equity funds
- Funds with Form D records
- 19 issuers in AltStreet's ledger, $7.1B reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
- Compensated by
- a percentage of assets under management and other
- Client types
- pooled investment vehicles (40); corporations or other businesses
- Related persons include
- another investment adviser, a commodity pool operator or commodity trading advisor and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 14 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (May 22, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.