Kohlberg & Co LLC

Search
⚲

Kohlberg & Co LLC ✚
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) Copy

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
PE	Kohlberg Investors X-C LP	2022-09-07		0.0
PE	Kohlberg Investors X LP	[2022-09-07]	519.4	1,063.8
PE	Kohlberg Partners X LP	[2022-09-07]	43.5	44.7
PE	Kohlberg TE Investors X-B LP	[2022-09-07]	92.8	94.4
PE	Kohlberg TE Investors X LP	[2022-09-07]	1,376.8	2,395.9
PE	Kohlberg Investors VII CV LP	[2022-03-30]	0.0	823.7
PE	Kohlberg TE Investors VII CV LP	[2022-03-30]	0.0	686.5
PE	KOCO Investors IX LP	[2020-03-27]	13.1	22.7
PE	Kohlberg Investors IX-B LP	[2020-03-27]	475.0	831.8
PE	Kohlberg Investors IX-C LP	[2020-03-27]	175.0	306.5
PE	Kohlberg Investors IX LP	[2020-03-27]	685.4	1,195.6
PE	Kohlberg Partners IX LP	[2020-03-27]	61.0	108.7
PE	Kohlberg TE Investors IX-B LP	[2020-03-27]	177.5	310.8
PE	Kohlberg TE Investors IX LP	[2020-03-27]	1,687.1	2,950.2
PE	KOCO Investors VIII LP	2018-03-30		12.4
PE	Kohlberg Investors VIII-B LP	[2017-03-31]	443.6	624.4
PE	Kohlberg Investors VIII-C LP	[2017-03-31]	127.5	179.4
PE	Kohlberg Investors VIII LP	[2017-03-31]	418.3	586.1
PE	Kohlberg Partners VIII LP	[2017-03-31]	34.2	48.1
PE	Kohlberg Star Trinity LP	[2017-03-31]	100.5	758.7
PE	Kohlberg TE Investors VIII-B LP	[2017-03-31]	224.9	316.4
PE	Kohlberg TE Investors VIII LP	[2017-03-31]	978.3	1,372.8
PE	Kohlberg Investors VII-C LP	2013-04-01		70.7
PE	KOCO Investors IV LP	2012-02-14		0.0
PE	KOCO Investors VII LP	2012-02-14		19.0
PE	KOCO Investors VI LP	2012-02-14		0.0
PE	KOCO Investors V LP	2012-02-14		0.1
PE	Kohlberg Investors IV LP	2012-02-14		15.3
PE	Kohlberg Investors VII-B LP	[2012-02-14]	177.5	127.2
PE	Kohlberg Investors VII LP	[2012-02-14]	175.9	214.0
PE	Kohlberg Investors VI LP	[2012-02-14]		101.7
PE	Kohlberg Investors V LP	2012-02-14		26.4
PE	Kohlberg Offshore Investors IV LP	2012-02-14		1.4
PE	Kohlberg Offshore Investors V LP	2012-02-14		1.7
PE	Kohlberg Partners IV LP	2012-02-14		26.8
PE	Kohlberg Partners VII LP	[2012-02-14]	14.5	22.4
PE	Kohlberg Partners VI LP	[2012-02-14]		13.7
PE	Kohlberg Partners V LP	2012-02-14		2.5
PE	Kohlberg TE Investors IV LP	2012-02-14		18.3
PE	Kohlberg TE Investors VII-B LP	[2012-02-14]	405.5	321.2
PE	Kohlberg TE Investors VII LP	[2012-02-14]	146.7	348.6
PE	Kohlberg TE Investors VI LP	[2012-02-14]		114.9
PE	Kohlberg TE Investors V LP	2012-02-14		19.2
PE	KRTG Acquisition Company LP	2012-02-14		2.0

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

Comparable Firms	State	AUM ($B)
Arcline Investment Management LP ✚	TN	18.4
Alpine Management Services III LLC ✚	CA	18.0
Searchlight Capital Partners LP ✚	NY	17.7
Royalty Pharma Sub-Manager LLC ✚	NY	17.6
Morgan Stanley Infrastructure Inc ✚	NY	17.2
Kelso & Company LP ✚	NY	16.7
Invesco Loan Manager LLC ✚	NY	16.1
Madison Dearborn Partners LLC ✚	IL	16.1
Monroe Capital Management Advisors LLC ✚	IL	16.0
CF Private Equity Inc ✚	CT	15.3

Kohlberg & Co LLC

Assets, Funds, Holdings