KOHLBERG & COMPANY
Firm details
- Headquarters
- MOUNT KISCO, New York
- CRD number
- 160745
- Registered since
- March 30, 2012
- Website
- www.kohlberg.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kohlberg & Company is a privately organized investment manager operating as a limited liability company and registered with the SEC since 2012. The firm is set up as a multi-strategy manager with activities spanning private equity, securitized assets and hedge-fund-style vehicles. Its client base is primarily institutional, and the firm provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Kohlberg charges fees that include a percentage-of-AUM component and other fee arrangements. The firm reports active engagement on ESG matters and performs sponsor/GP roles for pooled funds rather than acting as a dedicated capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5SHANT MARDIROSSIAN
Partner, Chief Operating OfficerCRD 4112245
MOIRA O'REILLY
Chief Technology OfficerCRD 7883979
DANIEL GEWANTER
General Counsel & Chief Compliance OfficerCRD 4811549
Contacts
3 of 13JEAN ROBERTS
PartnerCRD 4431167
JAMES KOHLBERG
ChairmanCRD 4109025
AHMED WAHLA
PartnerCRD 4870846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNT KISCO, NY
WESTCHESTER
Location
MOUNT KISCO, NY
Headquartered in MOUNT KISCO, 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
- WESTCHESTER
- Address
- 111 Radio Circle Dr
- Time zone
- ET (UTC-5)
- Office locations
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