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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 84 | 91 | increased by7 |
| Apr 1, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Clients | 34 | 40 | increased by6 |
| Apr 1, 2026 | AUM | $17,024,681,312 | $17,148,640,042 | increased by$123,958,730 |
| Apr 1, 2026 | Accounts | 34 | 40 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 62 | 84 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 32 | 34 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,605,104,494 | $17,024,681,312 | increased by$8,419,576,818 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 32 | 34 | increased by2 |
| Apr 1, 2022 | Employees | 53 | 62 | increased by9 |
| Apr 1, 2022 | Clients | 45 | 32 | decreased by13 |
| Apr 1, 2022 | AUM | $7,769,833,598 | $8,605,104,494 | increased by$835,270,896 |
| Apr 1, 2022 | Accounts | 45 | 32 | decreased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KOHLBERG COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KOHLBERG COMPANY” 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.