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KOHLBERG KRAVIS ROBERTS & CO. L.P.

CRD 144533File 801-69634
APPROVED
Custody
Disclosure events
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$399.90B
Top 10% of cohort (national)
Discretionary AUM
$396.78B
Non-discretionary $3.11B
Clients
218
227 accounts
Employees
2,593
Top 10% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Oct 15, 2008
Principal office
30 HUDSON YARDS, NEW YORK, NY, 10001
Phone
212-750-8300

Assets & accounts

ADV Item 5F
Total regulatory AUM
$399.90B
Discretionary AUM
$396.78B
Non-discretionary AUM
$3.11B
Discretionary accounts
193
Non-discretionary accounts
34
Total accounts
227
AUM per client
$1.83B

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companies9$54.85B
Pooled investment vehicles209$345.05B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Publications
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D2
  • Q11D4
  • Q11D5
  • Q11E2

Filed changes

DateFieldFromToChange
Jul 1, 2026Employees2,5162,593increased by77
Jul 1, 2026Clients163218increased by55
Jul 1, 2026AUM$381,602,218,259$399,895,855,728increased by$18,293,637,469
Jul 1, 2026Accounts163227increased by64
Apr 1, 2026Employees2,1352,516increased by381
Apr 1, 2026Clients156163increased by7
Apr 1, 2026AUM$351,954,358,377$381,602,218,259increased by$29,647,859,882
Apr 1, 2026Accounts154163increased by9
May 1, 2025
vs Oct 1, 2022
Employees1,1872,135increased by948
May 1, 2025
vs Oct 1, 2022
Clients122156increased by34
May 1, 2025
vs Oct 1, 2022
AUM$271,252,765,264$351,954,358,377increased by$80,701,593,113
May 1, 2025
vs Oct 1, 2022
Accounts124154increased by30
Apr 1, 2022Employees8501,187increased by337
Apr 1, 2022Clients108122increased by14
Apr 1, 2022AUM$170,929,360,378$271,252,765,264increased by$100,323,404,886

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “KOHLBERG KRAVIS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KOHLBERG KRAVIS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.