Kelso & Company, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$14.3B
Discretionary
$14.3B
100% of AUM
Avg account
$265M
Accounts
54
Employees
64
Advisory reps
25

Firm details

Headquarters
New York, New York
CRD number
131471
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kelso & Company, L.P. is organized as a limited partnership and operates as a private equity fund manager registered with the SEC since 2012. Its client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles; the firm also functions as an adviser/sponsor and as a general partner or managing member of pooled funds. Fee arrangements include percentage-of-assets and performance-based components, and the firm identifies itself as an active ESG investor. The firm is not positioned as a capital allocator to external managers in the sense of a traditional allocator or consultant; rather, it runs and sponsors pooled private equity vehicles and engages with third-party managers in select alternative categories.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Christopher Collins

    Christopher Collins

    Co-ceoCRD 2502870

  • Frank Loverro

    Frank Loverro

    Co-ceoCRD 6029713

  • Howard Matlin

    Howard Matlin

    Vice President and Chief Financial OfficerCRD 4796040

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Contacts

3 of 20
  • Stephen Dutton

    Stephen Dutton

    Investment PartnerCRD 6493418

  • James Connors

    James Connors

    ​Senior PartnerCRD 4796038

  • Philip Berney

    Philip Berney

    ChairmanCRD 1949716

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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
299 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth