Kohlberg Kravis Roberts & Co L.P.

RIASEC RegisteredEst. 2008
Total AUM
$400B
Discretionary
$397B
99% of AUM
Avg account
$1.8B
Accounts
227
Employees
2,593
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
144533
Registered since
October 15, 2008
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.29%
  • Insurance Companies13.71%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Kohlberg Kravis Roberts & Co L.P. is a diversified fund manager organized as a limited partnership that operates across private equity, hedge, real estate, securitized asset strategies and other fund vehicles. The firm serves predominantly institutional clients and charges a mix of asset-based and performance-linked fees. Its regulatory filings list advisory activity focused on managing pooled investment vehicles and institutional portfolios; it also engages in commodity pool/CTA activity and publishes periodic investment materials. Ownership and organizational structure include domestic and foreign entities as well as individuals. The firm is not characterized as a capital allocator and does not identify as an active ESG investor in the underlying data.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Other 66%, Investment Grade Corp Bonds 27%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%66%
  • Other66%
  • Investment Grade Corp Bonds27%
  • Cash & Cash Equivalents3%
  • State & Local Bonds2%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 4
  • Scott Nuttall

    Scott Nuttall

    Co-CEOCRD 2502608

  • Robert Lewin

    Robert Lewin

    Chief Financial OfficerCRD 5832320

  • Dane Holmes

    Chief Administrative OfficerCRD 7023536

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Contacts

3 of 4
  • Kathryn Sudol

    Kathryn Sudol

    Partner, General CounselCRD 7633041

  • George Roberts

    George Roberts

    Co-FounderCRD 1681434

  • Henry Kravis

    Henry Kravis

    Co-Founder and Co-Executive ChairmanCRD 1681436

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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

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
30 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth