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KOHLBERG & COMPANY

KOHLBERG & CO., L.L.C.

CRD 160745 · SEC 801-74129

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111 RADIO CIRCLE, MOUNT KISCO, NY, 10549, United States

Phone

914-241-7430

Fax

914-241-1012

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$17.15B

Discretionary AUM

$16.25B

Team

91 total employees; 60 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM; CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED

Org form

Limited Liability Company

Filing date

2026-05-22

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles40$17.15B

States served

CA, MA

All web addresses on file

Official SEC filing: View on IAPD