⚲
|
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 |