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| Kohlberg & Co LLC
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|---|---|
| CRD # | 160745 |
| SEC # | 801-74129 |
| CIK # | |
| AUM | 17.15 B (2026-05-22) |
| Employees | 91 (66% Investors, 0% Brokers) |
| Phone | 914-241-7430 |
| Address | 111 Radio Circle Mount Kisco, NY 10549 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Kohlberg TE Investor Xi LP | 2026-05-22 | ||
| SA | CLFK LLC Series 2025-1 | 2026-03-31 | 102.6 M | |
| SA | Kohlberg Credit CLO 2025-1 LLC | 2026-03-31 | 325.7 M | |
| PE | Kohlberg NC Fund LP | 2026-03-31 | 252.7 M | |
| HF | Kohlberg Private Credit Investors Master Fund LP | [2026-03-31] | 715.3 M | |
| Filed 2025-05-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kohlberg Empire State Co-Investment Fund LP | [2025-03-31] | 276.0 M | |
| Filed 2024-06-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kohlberg Greycourt X LP | [2025-03-31] | 24.8 M | |
| Filed 2024-05-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kohlberg N Sidecar LP | [2025-03-31] | 41.6 M | |
| Filed 2024-07-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kohlberg NY Investors X-B LP | [2025-03-31] | 282.7 M | |
| Filed 2024-06-24 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | SAS Vehicle I LP | [2025-03-31] | 36.4 M | |
| Filed 2024-11-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 40 | 17.1 |
| (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 | 40 | 17.1 |
| By Discretionary | ||
| Discretionary | 37 | 16.3 |
| Non-Discretionary | 3 | 0.9 |
| Total | 40 | 17.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.1 | |
| Total | 40 | 17.1 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State Common Retirement Fund | |
| Public Employee Retirement System of Idaho | |
| State Board of Administration of Florida |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Christopher Anderson | Executive Officer | 40 | 4 | |
| Shant Mardirossian | Executive Officer | 58 | 2 | |
| Gordon Woodward | Executive Officer | 56 | 2 | |
| Samuel Frieder | Executive Officer | 54 | 2 | |
| James Kohlberg | Executive Officer | 32 | 2 | |
| Benjamin Mao | Executive Officer | 20 | 2 | |
| Evan Wildstein | Executive Officer | 16 | 2 | |
| Ahmed Wahla | Executive Officer | 15 | 2 | |
| Seth Hollander | Executive Officer | 15 | 2 | |
| Ash Jaidev | Promoter | 4 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.7B |
| Clients | 2 (2 non-US) |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
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