Kohlberg Kravis Roberts & Co L.P.

RIASEC Registered
Total AUM
$400B
Discretionary
$397B
99% of AUM
Avg account
$1.8B
Accounts
227
Employees
2,593
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
144533
Registered since
October 15, 2008
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.29%
  • Insurance Companies13.71%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Kohlberg Kravis Roberts & Co L.P. (KKR) is a multi-strategy alternative asset manager organized as a limited partnership. The firm is registered with the SEC (registered in 2008) and serves predominantly institutional clients. KKR operates across private equity, hedge, real estate and securitized strategies and also sponsors and manages pooled investment vehicles; its advisory responsibilities include portfolio management for pooled vehicles and for businesses or institutions, and it publishes periodic research or newsletters. Compensation mixes asset-based fees with performance-linked fees. KKR is not identified as an active ESG investor in the source data.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Other 66%, Investment Grade Corp Bonds 27%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%66%
  • Other66%
  • Investment Grade Corp Bonds27%
  • Cash & Cash Equivalents3%
  • State & Local Bonds2%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 4
  • Scott Nuttall

    Scott Nuttall

    Co-ceoCRD 2502608

  • Joseph Bae

    Joseph Bae

    Co-ceoCRD 2526540

  • Robert Lewin

    Robert Lewin

    Chief Financial OfficerCRD 5832320

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Contacts

3 of 4
  • Henry Kravis

    Henry Kravis

    Co-Founder and Co-Executive ChairmanCRD 1681436

  • George Roberts

    George Roberts

    Co-FounderCRD 1681434

  • Bruce Karpati

    Bruce Karpati

    PartnerCRD 6195573

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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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ETF holdings

1 of 1

Active vs passive

$4.4M in ETFs

Passive

100%

$4.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$4.4M5,920100.00%

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