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

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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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Shant Mardirossian

    Shant Mardirossian

    Partner, Chief Operating OfficerCRD 4112245

  • Gordon Woodward

    Gordon Woodward

    Partner, Chief Investment OfficerCRD 6028143

  • Daniel Gewanter

    Daniel Gewanter

    General Counsel & Chief Compliance OfficerCRD 4811549

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Contacts

3 of 13
  • Christopher Anderson

    Christopher Anderson

    ​Senior PartnerCRD 2925410

  • Seth Hollander

    Seth Hollander

    ​Senior PartnerCRD 6028150

  • Benjamin Mao

    Benjamin Mao

    ​Senior PartnerCRD 3272426

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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