Clients
Kelso & serves 54 clients. The average client has about $265 million with the firm.
- Pooled investment vehicles54 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 54 | $14,323,432,504 | 100.0% | $265.2M |
| Total | 54 | $14,323,432,504 | 100% | $265.2M |
- Clients
- 54
- Regulatory AUM
- $14,323,432,504
- Share
- 100.0%
- Avg. per client
- $265.2M
Total
- Clients
- 54
- Regulatory AUM
- $14,323,432,504
- Share
- 100%
- Avg. per client
- $265.2M
What it does
Kelso & provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.
Kelso & advises 54 private funds.
100.0% of assets ($14.32B across 54 accounts) are managed with discretion. 13% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Kelso & has custody of $14.32B for 54 clients.
- All other custodians$14.32B100%
Ownership and leadership
Kelso & is owned through a holding company by Frank Nickell, Thomas Wall and George Matelich. Christopher Collins is its CEO.
- Owns 75% or more of Kelso & Company, L.P.
Michael Goldberg
Control person · since December 1992
- Owns 10% to 25% of Kelso & Company, L.P.
Kelso & Companies, Inc.
Control person · since March 2021
- Owns 25% to 50% of Kelso & Companies, Inc.
Frank Nickell
Control person · since March 1989
- Owns 25% to 50% of Kelso & Companies, Inc.
Thomas Wall
Control person · since January 2014
- Owns 25% to 50% of Kelso & Companies, Inc.
George Matelich
Control person · since January 2014
Leadership
- Christopher CollinsLimited Partner and Managing Director and Co-Chief Executive Officer
- Frank LoverroLimited Partner and Managing Director and Co-Chief Executive Officer
- Joseph KopilakLimited Partner, Managing Director and Chief Financial Officer
- William WooLimited Partner, Managing Director, General Counsel and Chief Compliance Officer
- Anna AlexanderLimited Partner and Managing Director
- Philip BerneyLimited Partner, Managing Director and Chairman
- Frank BynumLimited Partner and Managing Director
- David CohenLimited Partner and Managing Director
- Forrest ComptonLimited Partner and Managing Director
- James ConnorsLimited Partner and Managing Director
- Stephen DuttonLimited Partner and Managing Director
- Matthew EdgertonLimited Partner and Managing Director
- William FrayerLimited Partner and Managing Director
- Michael GoldbergManaging Director
- Alec HufnagelLimited Partner and Managing Director
- Henry MannixLimited Partner and Managing Director
- George MatelichManaging Director
- Howard MatlinLimited Partner and Managing Director
- Hugh McBrideLimited Partner and Managing Director
- Church MooreLimited Partner and Managing Director
- Michael NicholsLimited Partner and Managing Director
- Frank NickellManaging Director
- Stanley OsborneLimited Partner and Managing Director
- David WahrhaftigLimited Partner and Managing Director
- Thomas WallManaging Director
Staff
- 64 employees
- 38 in advisory functions
Fees
Kelso & is paid through a percentage of assets under management, performance-based fees and other.
Kelso &’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Kelso & has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 299 Park Avenue, 30th FL, New YorkHQ
Registration details
- Legal name
- Kelso & Company, L.P.
- Headquarters
- 299 Park Avenue, 30th FL, New York, NY 10171
- Phone
- 212-350-7700
- Website
- www.kelso.com
- SEC file
- 801-73793
- Structure
- Delaware limited partnership
- Fiscal year end
- December
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. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Kelso & have?
Kelso & has 54 clients and manages $14.3 billion for them, as of April 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Kelso & offer?
Kelso & provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Kelso & have?
Kelso & has 0 investment adviser representatives registered with state securities authorities, out of 64 employees, and 38 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Kelso &?
Kelso & is owned through a holding company by Frank Nickell, Thomas Wall and George Matelich. Its direct owners are Kelso & Companies, Inc. (10% to 25%) and Michael Goldberg (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Kelso & get paid?
Kelso & is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file