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| Kohlberg & Co LLC
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|
|
|---|---|
| CRD # | 160745 |
| SEC # | 801-74129 |
| CIK # | |
| AUM | $17.0 B (2025-04-03) |
| Employees | 84 (69% Investors, 0% Brokers) |
| Phone | 914-241-7430 |
| Address | 111 Radio Circle Mount Kisco, NY 10549 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Kohlberg Empire State Co-Investment Fund LP | [2025-03-31] | 0.0 | 257.7 |
| PE | Kohlberg Greycourt X LP | [2025-03-31] | 0.0 | 24.2 |
| PE | Kohlberg N Sidecar LP | [2025-03-31] | 0.0 | 40.3 |
| PE | Kohlberg NY Investors X-B LP | [2025-03-31] | 0.0 | 266.7 |
| PE | SAS Vehicle I LP | [2025-03-31] | 0.0 | 16.3 |
| PE | SAS Vehicle LP | [2025-03-31] | 0.0 | 17.2 |
| SA | KCLF Note Issuer I SPV LLC | 2024-03-28 | 1,053.5 | |
| PE | Kohlberg Buckeye Partners LP | [2024-03-28] | 0.0 | 27.5 |
| PE | KOCO Investors X LP | [2022-09-07] | 31.0 | 61.7 |
| PE | Kohlberg Investors X-B LP | [2022-09-07] | 498.3 | 506.7 |
| 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 | 34 | 17.0 |
| (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 | 34 | 17.0 |
| By Discretionary | ||
| Discretionary | 31 | 16.2 |
| Non-Discretionary | 3 | 0.8 |
| Total | 34 | 17.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.0 | |
| Total | 34 | 17.0 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State Common Retirement Fund | |
| Public Employee Retirement System of Idaho | |
| State Board of Administration of Florida |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Christopher Anderson | 38 | |||
| Shant Mardirossian | 56 | |||
| Gordon Woodward | 52 | |||
| Samuel Frieder | 50 | |||
| James Kohlberg | 32 | |||
| Benjamin Mao | 20 | |||
| Evan Wildstein | 16 | |||
| Ahmed Wahla | 14 | |||
| Seth Hollander | 12 | |||
| Andrew Bonanno | 7 | |||
| View All | ||||
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|---|---|---|
|
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|
TN | 18.4 |
|
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CA | 18.0 |
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NY | 17.7 |
|
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|
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NY | 17.2 |
|
Kelso & Company LP
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NY | 16.7 |
|
Invesco Loan Manager LLC
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NY | 16.1 |
|
Madison Dearborn Partners LLC
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|
IL | 16.1 |
|
Monroe Capital Management Advisors LLC
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|
IL | 16.0 |
|
CF Private Equity Inc
✚
|
CT | 15.3 |