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Jean Roberts

Partner at Kohlberg & Co.

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

Jean Roberts is Partner of Kohlberg & Co., L.L.C., a Mount Kisco investment adviser.

Role at Kohlberg & Co.

Title on Schedule A
Partner
Control
Jean Roberts is a control person of Kohlberg & Co..
Ownership
An individual ownership band is not available in the source record.
Tenure
Jean Roberts has held the filed role since January 2020.

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 Jean Roberts 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
Jean Roberts
CRD
4431167
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 identifies Jean Roberts as an Investment Partner and Chief Operating Officer of Credit and a member of two investment committees. The firm reports that she earned degrees from Georgetown and Harvard Business School. Official firm biography

Common questions

Where does Jean Roberts work?

Jean Roberts has been Partner of Kohlberg & Co., L.L.C. since January 2020, 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 4431167. 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 Jean Roberts 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.