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KOHLBERG & COMPANY
Legal name: KOHLBERG & CO., L.L.C.
CRD 160745File 801-74129
APPROVED
Custody
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$17.15B
Top 10% of cohort (national)
Discretionary AUM
$16.25B
Non-discretionary $895.3M
Clients
40
40 accounts
Employees
91
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 30, 2012
- Principal office
- 111 RADIO CIRCLE, MOUNT KISCO, NY, 10549
- Phone
- 914-241-7430
- Website
- HTTP://WWW.KOHLBERG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.15B
- Discretionary AUM
- $16.25B
- Non-discretionary AUM
- $895.3M
- Discretionary accounts
- 37
- Non-discretionary accounts
- 3
- Total accounts
- 40
- AUM per client
- $428.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Pooled investment vehicles | 40 | $17.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED
- A percentage of assets under your management
Advisory activities
- 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
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.