Services and clients
Kelso & Company provides portfolio management for pooled vehicles.
The firm advises 54 private funds.
Clients
Kelso & Company reports 54 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them.
- Pooled investment vehicles54 clients$14.32B in assets
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | 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
- AUM share
- 100.0%
- Avg. per client
- $265.2M
Total
- Clients
- 54
- Regulatory AUM
- $14,323,432,504
- AUM share
- 100%
- Avg. per client
- $265.2M
100.0% of assets ($14.32B across 54 accounts) are managed with discretion. 13% of clients are outside the U.S.
Additional activity details
- Clients outside the U.S.
- 13%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 54
Fees and minimums
Kelso & Company is paid through a percentage of assets under management, performance-based fees and other.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Ownership and people
Kelso & Company 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
Staff
- 64 employees
- 38 in advisory functions
Investments and reported holdings
An account asset mix and a reported 13F holdings breakdown are not available in this profile.
Custodians
Kelso & Company has custody of $14.32B for 54 clients.
A named-custodian breakdown for separately managed accounts is not available in this profile.
Offices and registration details
Besides its headquarters, Kelso & Company 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
- @kelso-company
- SEC file
- 801-73793
- Structure
- Delaware limited partnership
- Fiscal year end
- December
- State notice filings
- 0 jurisdictions
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 & Company have?
Kelso & Company has 54 clients and manages $14.3 billion for them, as of April 2026. They include 54 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Kelso & Company offer?
Kelso & Company 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 & Company have?
Kelso & Company 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 & Company?
Kelso & Company 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 & Company get paid?
Kelso & Company 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