KOHLBERG & COMPANY

RIASEC RegisteredEst. 2012
Total AUM
$17.1B
Discretionary
$16.3B
95% of AUM
Avg account
$429M
Accounts
40
Employees
91
Advisory reps
18

Firm details

Headquarters
MOUNT KISCO, New York
CRD number
160745
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kohlberg & Company is a privately organized investment manager operating as a limited liability company and registered with the SEC since 2012. The firm is set up as a multi-strategy manager with activities spanning private equity, securitized assets and hedge-fund-style vehicles. Its client base is primarily institutional, and the firm provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Kohlberg charges fees that include a percentage-of-AUM component and other fee arrangements. The firm reports active engagement on ESG matters and performs sponsor/GP roles for pooled funds rather than acting as a dedicated capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • SHANT MARDIROSSIAN

    Partner, Chief Operating OfficerCRD 4112245

  • MOIRA O'REILLY

    Chief Technology OfficerCRD 7883979

  • DANIEL GEWANTER

    General Counsel & Chief Compliance OfficerCRD 4811549

Unlock 2 more executives

Contacts

3 of 13
  • JEAN ROBERTS

    PartnerCRD 4431167

  • JAMES KOHLBERG

    ChairmanCRD 4109025

  • AHMED WAHLA

    PartnerCRD 4870846

Unlock 10 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MOUNT KISCO, NY

WESTCHESTER

Location

MOUNT KISCO, NY

Headquartered in MOUNT KISCO, 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
WESTCHESTER
Address
111 Radio Circle Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth