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⚲
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| Kohlberg & Co LLC
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| |
|---|---|
| CRD # | 160745 |
| SEC # | 801-74129 |
| CIK # | |
| AUM | $13.9 BB (2024-03-28) |
| Employees | 85 (59% Investors, 0% Brokers) |
| Phone | 914-241-7430 |
| Address | 111 Radio Circle Mount Kisco, NY 10549 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| SA | KCLF Note Issuer I SPV LLC | 2024-03-28 | 485.5 | |
| PE | Kohlberg Buckeye Partners LP | [2024-03-28] | 0.0 | 25.7 |
| PE | KOCO Investors X LP | 2022-09-07 | 36.6 | |
| PE | Kohlberg Investors X-B LP | 2022-09-07 | 507.5 | |
| PE | Kohlberg Investors X-C LP | 2022-09-07 | 0.0 | |
| PE | Kohlberg Investors X LP | 2022-09-07 | 587.1 | |
| PE | Kohlberg Partners X LP | 2022-09-07 | 44.5 | |
| PE | Kohlberg TE Investors X-B LP | [2022-09-07] | 92.8 | 94.6 |
| PE | Kohlberg TE Investors X LP | [2022-09-07] | 1,376.8 | 1,463.3 |
| PE | Kohlberg Investors VII CV LP | [2022-03-30] | 0.0 | 783.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 26 | 13.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 13.9 |
| By Discretionary | ||
| Discretionary | 25 | 13.2 |
| Non-Discretionary | 1 | 0.7 |
| Total | 26 | 13.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.9 | |
| Total | 26 | 13.9 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State Common Retirement Fund | |
| Public Employee Retirement System of Idaho | |
| State Board of Administration of Florida |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Christopher Anderson | 37 | |||
| Shant Mardirossian | 50 | |||
| Gordon Woodward | 47 | |||
| Samuel Frieder | 45 | |||
| James Kohlberg | 32 | |||
| Benjamin Mao | 20 | |||
| Evan Wildstein | 16 | |||
| Ahmed Wahla | 13 | |||
| Seth Hollander | 12 | |||
| Andrew Bonanno | 7 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Partners Enterprise Capital LLC
✚
|
IL | 14.5 |
|
WhiteHorse Liquidity Partners Inc
✚
|
14.4 | |
|
THL Managers VII LLC
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|
MA | 14.4 |
|
Riverside Partners LLC
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|
NY | 14.1 |
|
Aquarian Holdings Investment Management LLC
✚
|
NY | 14.0 |
|
Arcline Investment Management LP
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|
TN | 14.0 |
|
Dupont Capital Management Corp
✚
|
DE | 13.9 |
|
Varagon Capital Partners LP
✚
|
NY | 13.7 |
|
Great Hill Partners LP
✚
|
MA | 13.5 |
|
Digital Bridge Advisors LLC
✚
|
FL | 13.5 |