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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) |
| Fees | |
| Minimum | |
| 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 | ||||
| PE | SAS Vehicle LP | [2025-03-31] | 38.3 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 | ||||
| SA | KCLF Note Issuer I SPV LLC | 2024-03-28 | 882.3 M | |
| PE | Kohlberg Buckeye Partners LP | [2024-03-28] | 31.6 M | |
| Filed 2023-03-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | KOCO Investors X LP | [2022-09-07] | 31.0 M | 59.8 M |
| Filed 2023-11-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors X-B LP | [2022-09-07] | 498.3 M | 537.1 M |
| Filed 2023-11-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors X-C LP | 2022-09-07 | ||
| PE | Kohlberg Investors X LP | [2022-09-07] | 519.4 M | 1,138.0 M |
| Filed 2023-11-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $335,750 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Partners X LP | [2022-09-07] | 43.5 M | 48.3 M |
| Filed 2023-11-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Kohlberg TE Investors X-B LP | [2022-09-07] | 92.8 M | 100.1 M |
| Filed 2023-11-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Kohlberg TE Investors X LP | [2022-09-07] | 1,376.8 M | 2,562.0 M |
| Filed 2023-11-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $225,000 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors VII CV LP | [2022-03-30] | 677.1 M | |
| Filed 2021-06-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kohlberg TE Investors VII CV LP | [2022-03-30] | 563.7 M | |
| Filed 2021-06-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | KOCO Investors IX LP | [2020-03-27] | 13.1 M | 17.8 M |
| Offered $13,075,000 · Filed 2021-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors IX-B LP | [2020-03-27] | 475.0 M | 648.2 M |
| Offered $475,000,000 · Filed 2021-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Commission $890,625 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors IX-C LP | [2020-03-27] | 175.0 M | 238.8 M |
| Offered $175,000,000 · Filed 2021-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Commission $328,125 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors IX LP | [2020-03-27] | 685.4 M | 930.1 M |
| Offered $685,405,000 · Filed 2021-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Commission $1,285,134 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Partners IX LP | [2020-03-27] | 61.0 M | 85.5 M |
| Offered $61,000,000 · Filed 2021-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Kohlberg TE Investors IX-B LP | [2020-03-27] | 177.5 M | 242.2 M |
| Offered $177,500,000 · Filed 2021-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Commission $332,813 · Revenue Decline to Disclose | ||||
| PE | Kohlberg TE Investors IX LP | [2020-03-27] | 1,687.1 M | 2,297.6 M |
| Offered $1,687,095,000 · Filed 2021-02-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Commission $3,163,303 · Revenue Decline to Disclose | ||||
| PE | KOCO Investors VIII LP | 2018-03-30 | 12.7 M | |
| PE | Kohlberg Investors VIII-B LP | [2017-03-31] | 443.6 M | 628.0 M |
| Offered $443,591,424 · Filed 2016-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $435,000 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors VIII-C LP | [2017-03-31] | 127.5 M | 180.5 M |
| Offered $127,468,800 · Filed 2016-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $125,000 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors VIII LP | [2017-03-31] | 418.3 M | 589.5 M |
| Offered $418,250,627 · Filed 2016-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $410,150 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Partners VIII LP | [2017-03-31] | 34.2 M | 48.6 M |
| Offered $34,161,639 · Filed 2016-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kohlberg Star Trinity LP | [2017-03-31] | 100.5 M | 820.7 M |
| Offered $100,500,000 · Filed 2016-12-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kohlberg TE Investors VIII-B LP | [2017-03-31] | 224.9 M | 318.2 M |
| Offered $224,854,963 · Filed 2016-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $482,062 · Revenue Decline to Disclose | ||||
| PE | Kohlberg TE Investors VIII LP | [2017-03-31] | 978.3 M | 1,380.3 M |
| Offered $978,297,547 · Filed 2016-12-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $1,046,538 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors VII-C LP | 2013-04-01 | 70.7 M | |
| PE | KOCO Investors IV LP | 2012-02-14 | 0.0 M | |
| PE | KOCO Investors VII LP | 2012-02-14 | 13.9 M | |
| PE | KOCO Investors VI LP | 2012-02-14 | 0.0 M | |
| PE | KOCO Investors V LP | 2012-02-14 | 0.1 M | |
| PE | Kohlberg Investors IV LP | 2012-02-14 | 15.3 M | |
| PE | Kohlberg Investors VII-B LP | [2012-02-14] | 177.5 M | 127.2 M |
| Filed 2012-05-15 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $525,000 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors VII LP | [2012-02-14] | 175.9 M | 214.0 M |
| Filed 2012-05-15 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $350,000 · Revenue Decline to Disclose | ||||
| PE | Kohlberg Investors VI LP | [2012-02-14] | 101.7 M | |
| PE | Kohlberg Investors V LP | 2012-02-14 | 26.4 M | |
| PE | Kohlberg Offshore Investors IV LP | 2012-02-14 | 1.4 M | |
| PE | Kohlberg Offshore Investors V LP | 2012-02-14 | 1.7 M | |
| PE | Kohlberg Partners IV LP | 2012-02-14 | 26.8 M | |
| PE | Kohlberg Partners VII LP | [2012-02-14] | 14.5 M | 22.4 M |
| Filed 2012-09-25 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Kohlberg Partners VI LP | [2012-02-14] | 13.7 M | |
| PE | Kohlberg Partners V LP | 2012-02-14 | 2.5 M | |
| PE | Kohlberg TE Investors IV LP | 2012-02-14 | 18.3 M | |
| PE | Kohlberg TE Investors VII-B LP | [2012-02-14] | 405.5 M | 321.2 M |
| Filed 2012-05-15 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $100,000 · Revenue Decline to Disclose | ||||
| PE | Kohlberg TE Investors VII LP | [2012-02-14] | 146.7 M | 348.6 M |
| Filed 2012-05-15 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $525,000 · Revenue Decline to Disclose | ||||
| PE | Kohlberg TE Investors VI LP | [2012-02-14] | 114.9 M | |
| PE | Kohlberg TE Investors V LP | 2012-02-14 | 19.2 M | |
| PE | KRTG Acquisition Company LP | 2012-02-14 | 2.0 M | |
| AUM Breakdown | Accounts | AUM ($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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|---|---|---|
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Saba Capital Management LP
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NY | 18.30 B |
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Greenoaks Capital Partners LLC
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CA | 18.27 B |
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BlackRock Alternatives Management LLC
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|
Boothbay Fund Management LLC
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|
Omers Infrastructure US Limited
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|
NY | 17.83 B |
|
AIP LLC
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|
NY | 17.47 B |
|
Darsana Capital Partners LP
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|
NY | 16.67 B |
|
3G Capital Partners LP
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|
NY | 16.31 B |
|
Invus Financial Advisors LLC
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|
NY | 16.21 B |
|
50 South Capital Advisors LLC
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|
IL | 16.07 B |