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James Kohlberg

Chairman at Kohlberg & Co.

Officer record from the firm’s Form ADVForm ADV filed 22 May 2026

James Kohlberg is Chairman of Kohlberg & Co., L.L.C., a Mount Kisco investment adviser.

Role at Kohlberg & Co.

Title on Schedule A
Chairman
Control
James Kohlberg is a control person of Kohlberg & Co..
Ownership
An individual ownership band is not available in the source record.
Tenure
James Kohlberg has held the filed role since January 2007.

The firm

Kohlberg & Co., L.L.C.
Mount Kisco, NY

Form ADV filed 22 May 2026

$17.1B AUM40 clients60 advisers4 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for James Kohlberg is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
James Kohlberg
CRD
4109025
Firm
Kohlberg & Co., L.L.C.
Record basis
Form ADV officer listing
Firm bio
kohlberg.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Kohlberg says James Kohlberg co-founded the firm and remains on its Investment Committee. The firm reports that he earned a B.A. from Golden Gate University and an M.B.A. from New York University. Official firm biography

Common questions

Where does James Kohlberg work?

James Kohlberg has been Chairman of Kohlberg & Co., L.L.C. since January 2007, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 22 May 2026

Leadership at Kohlberg & Co.

Sources

  1. IAPD individual lookup, CRD 4109025. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Kohlberg & Co., L.L.C., filed 22 May 2026. Title, control and ownership bands.
  3. Kohlberg & Co. team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with James Kohlberg or Kohlberg & Co., L.L.C. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.