Kohlberg Kravis Roberts & Co L.P.

RIASEC RegisteredEst. 2008
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) operates as a multi-strategy alternative asset manager structured as a limited partnership. The firm serves primarily institutional clients and combines private equity, real estate, hedge strategies, securitized assets and other fund vehicles under a single platform. KKR is SEC-registered and generates revenue through both asset-based fees and performance-linked fees. Its advisory work includes portfolio management for pooled vehicles and for institutional or corporate balance sheets, and the firm also produces periodic publications. KKR lists a range of industry roles and affiliations—from broker-dealer relationships to acting as sponsor, general partner or managing member of pooled vehicles—which underscores its involvement across fundraising, investing and fund governance. The firm is not classified as an active ESG investor in the source data.

Assets & Accounts

Public Holdings

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

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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

  • Robert Lewin

    Robert Lewin

    Chief Financial OfficerCRD 5832320

  • Dane Holmes

    Chief Administrative OfficerCRD 7023536

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Contacts

3 of 4
  • Kathryn Sudol

    Kathryn Sudol

    Partner, General CounselCRD 7633041

  • George Roberts

    George Roberts

    Co-FounderCRD 1681434

  • Henry Kravis

    Henry Kravis

    Co-Founder and Co-Executive ChairmanCRD 1681436

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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