|
⚲
|
| Kelso & Company LP
✚
|
|
|---|---|
| CRD # | 131471 |
| SEC # | 801-73793 |
| CIK # | |
| AUM | $16.6 BB (2024-03-28) |
| Employees | 60 (62% Investors, 0% Brokers) |
| Phone | 212-350-7700 |
| Address | 299 Park Avenue New York, NY 10171 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Bradyifs Blocker Holdings LP | 2024-03-28 | 98.3 | |
| PE | Kelso Xi Indigo Co-Investment II LP | [2024-03-28] | 0.0 | 38.6 |
| PE | Kelso Xi Tailwind Co-Investment de LP | [2024-03-28] | 0.0 | 117.5 |
| PE | Kelso Xi Tailwind Co-Investment LP | [2024-03-28] | 0.0 | 77.4 |
| PE | Kelso Breathe Investor de 2 LP | [2023-03-31] | 0.0 | 574.7 |
| PE | Kelso Breathe Investor de LP | [2023-03-31] | 0.0 | 695.5 |
| PE | Kelso Partners Waterloo LP | 2023-03-31 | 32.4 | |
| PE | Kelso Xi Heights Co-Investment de LP | [2023-03-31] | 0.0 | 232.4 |
| PE | Kelso Xi Heights Co-Investment LP | [2023-03-31] | 0.0 | 232.4 |
| PE | Kelso Xi Indigo Co-Investment LP | [2023-03-31] | 0.0 | 66.9 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 49 | 16.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 49 | 16.6 |
| By Discretionary | ||
| Discretionary | 49 | 16.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 49 | 16.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 16.3 | |
| Total | 49 | 16.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| David Cohen | 222 | |||
| John Kim | 128 | |||
| Michael Goldberg | 84 | |||
| Joseph Kopilak | 37 | |||
| Christopher Collins | 74 | |||
| Stephen Dutton | 44 | |||
| Howard Matlin | 54 | |||
| James Connors II | 52 | |||
| Philip Berney | 48 | |||
| George Matelich | 47 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Charlesbank Capital Partners LLC
✚
|
MA | 17.7 |
|
RCP Advisors 2 LLC
✚
|
TX | 17.5 |
|
Alpine Management Services III LLC
✚
|
CA | 17.3 |
|
Valor Management LLC
✚
|
IL | 17.0 |
|
Morgan Stanley Infrastructure Inc
✚
|
NY | 16.5 |
|
Jefferies Finance LLC
✚
|
NY | 16.4 |
|
TSG Consumer Partners LP
✚
|
CA | 16.3 |
|
Battery Management Corp
✚
|
MA | 16.0 |
|
Glendower Capital US LLC
✚
|
NY | 15.6 |
|
Monroe Capital Management Advisors LLC
✚
|
IL | 15.5 |