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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • WILLIAM WOO

    Partner, General Counsel and Chief Compliance OfficerCRD 5101159

  • HOWARD MATLIN

    Vice President and Chief Financial OfficerCRD 4796040

  • FRANK LOVERRO

    Co-CEOCRD 6029713

Unlock 2 more executives

Contacts

3 of 20
  • HENRY MANNIX

    Investment PartnerCRD 3271990

  • MATTHEW EDGERTON

    Investment PartnerCRD 4883534

  • WILLIAM FRAYER

    Managing DirectorCRD 5534737

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth