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Building 2KOHLBERG & COMPANY

Map pinMOUNT KISCO, NY
Phone914-241-7430
NotebookSEC #801-74129
Total AUM
$17.1B
Employees
91
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 RADIO CIRCLE
MOUNT KISCO
NY 10549
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
914-241-7430
Other Offices
3

ReceiptFinancials

Total AUM
$17.1B
Accounts
40
Discretionary
$16.3B
Accounts
37
Non-Discretionary
$895.3M
Accounts
3

ContactClients

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Pooled Vehicle Clients
40
AUM
$17.1B
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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