KKR Registered Advisor LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$1.5B
Accounts
1
Employees
26
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
309284
Registered since
July 7, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

KKR Registered Advisor LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2020. The firm serves institutional clients and provides portfolio management for investment companies. It operates with a fee model that combines a percentage-of-AUM component with performance-based fees. KKR Registered Advisor LLC is identified as a CPO/CTA, indicating it acts as a commodity pool operator or commodity trading advisor rather than functioning as an external capital allocator. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser or a related adviser.

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

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Robert Lewin

    Robert Lewin

    Chief Financial OfficerCRD 5832320

  • Robert Breckenridge

    Robert Breckenridge

    Managing Director, Chief Compliance OfficerCRD 5309678

  • Scott Nuttall

    Scott Nuttall

    Co-ceoCRD 2502608

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Contacts

1 of 1
  • Kathryn Sudol

    Kathryn Sudol

    Partner, General CounselCRD 7633041

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
30 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth