KOHLBERG KRAVIS ROBERTS & CO. L.P.

RIASEC RegisteredEst. 2008
Total AUM
$382B
Discretionary
$382B
100% of AUM
Avg account
$2.3B
Accounts
163
Employees
2,516
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 Vehicles85.63%
  • Insurance Companies14.37%
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 multifaceted alternative asset manager organized as a limited partnership. The firm serves primarily institutional clients and runs a mix of private equity, hedge, real estate and securitized-asset strategies, alongside other fund products. Fee arrangements combine asset-based management fees and performance-based compensation. KKR’s regulatory profile includes registration since 2008 and business activities that encompass commodity pool operator/commodity trading advisor functions, portfolio management for pooled vehicles and for institutional or business clients, and publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Co-CEOCRD 2502608

  • ROBERT LEWIN

    Chief Financial OfficerCRD 5832320

  • DANE HOLMES

    Chief Administrative OfficerCRD 7023536

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Contacts

3 of 4
  • Kathryn Sudol

    Partner, General CounselCRD 7633041

  • GEORGE ROBERTS

    Co-FounderCRD 1681434

  • 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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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