KELSO & COMPANY, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 131471
- Registered since
- March 30, 2012
- Website
- www.kelso.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Kelso & Company, L.P. is organized as a limited partnership and operates as a private equity fund manager registered with the SEC since 2012. Its client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles; the firm also functions as an adviser/sponsor and as a general partner or managing member of pooled funds. Fee arrangements include percentage-of-assets and performance-based components, and the firm identifies itself as an active ESG investor. The firm is not positioned as a capital allocator to external managers in the sense of a traditional allocator or consultant; rather, it runs and sponsors pooled private equity vehicles and engages with third-party managers in select alternative categories.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5WILLIAM WOO
Partner, General Counsel and Chief Compliance OfficerCRD 5101159
HOWARD MATLIN
Vice President and Chief Financial OfficerCRD 4796040
FRANK LOVERRO
Co-CEOCRD 6029713
Contacts
3 of 20HENRY MANNIX
Investment PartnerCRD 3271990
MATTHEW EDGERTON
Investment PartnerCRD 4883534
WILLIAM FRAYER
Managing DirectorCRD 5534737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 299 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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