{"url":"https://nivawealth.com/firms/kkr-credit-advisors-us-146629","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146629","regulatoryAum":270850554473,"crd":"146629","secFileNumber":"801-69633","legalName":"KKR Credit Advisors (us) LLC","displayName":"KKR Credit Advisors (us)","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"555 California Street, 50th Floor","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94104"},"tradeNames":["KKR Credit Advisors (ireland) Unlimited Company (relying Adviser)"],"registration":{"secApproved":"15 October 2008","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":609,"advisory":181,"brokerDealerReps":55,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":270850554473,"discretionaryAccounts":204,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":20,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":5,"regulatoryAum":1851046189},{"label":"Pooled investment vehicles","clients":167,"regulatoryAum":93193800434},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":3454036976},{"label":"State or municipal government entities","clients":5,"regulatoryAum":984674066},{"label":"Insurance companies","clients":21,"regulatoryAum":171366996808}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Bank of New York Mellon","shortName":"The Bank of New York Mellon","location":"Houston, TX","smaAssets":19256055865},{"name":"U.S. Bank National Association","shortName":"U.S. Bank National Association","location":"Washington, DC","smaAssets":92482370320}],"custodyNote":"KKR Credit Advisors (us) has custody of $51.13B for 90 clients.","otherCustodians":[],"leadership":[{"name":"Christopher Denune","title":"Chief Financial Officer of KKR Credit Advisors (us) LLC","crd":"5991331"},{"name":"Annette Odonnell-Butner","title":"Chief Compliance Officer of KKR Credit Advisors (us) LLC","crd":"4125160"},{"name":"Noah Greenhill","title":"General Counsel of KKR Credit Advisors (us) LLC","crd":"5194631"},{"name":"Gregory Hickey","title":"Head of Credit Operations","crd":"7518388"},{"name":"Christopher Sheldon","title":"Head of Credit","crd":"6916792"}],"ownership":[{"label":"Kohlberg Kravis Roberts & Co. L.P.","detail":"Member of kkr credit advisors (us) llc in the 75% or more ownership band and a control person, since June 2004."},{"label":"KKR Holdco LLC","detail":"Indirect owner: a sole member of kkr & co. gp llc of KKR & Co. GP LLC in the 75% or more band and a control person, since January 2020.","parent":"KKR & Co. GP LLC"},{"label":"KKR & Co. GP LLC","detail":"Indirect owner: general partner of kohlberg kravis roberts & co. l.p. of Kohlberg Kravis Roberts & Co. L.P. and a control person, since January 2020.","parent":"Kohlberg Kravis Roberts & Co. L.P."},{"label":"KKR Group Co. Inc.","detail":"Indirect owner: a shareholder of kkr group holdings corp. of KKR Group Holdings Corp. in the 75% or more band and a control person, since December 2017.","parent":"KKR Group Holdings Corp."},{"label":"KKR Group Holdings Corp.","detail":"Indirect owner: general partner of kkr group partnership l.p. of KKR Group Partnership L.P. and a control person, since January 2020. Also general partner of kkr group holdings l.p. of KKR Group Holdings L.P. and a control person, since May 2022.","parent":"KKR Group Partnership L.P."},{"label":"KKR Group Partnership L.P.","detail":"Indirect owner: a limited partner of kohlberg kravis roberts & co. l.p. of KKR Group Co. Inc. in the 75% or more band and a control person, since January 2020. Also a sole member of kkr holdco llc of KKR Holdco LLC in the 75% or more band and a control person, since January 2020.","parent":"KKR Group Co. Inc."},{"label":"KKR Group Holdings L.P.","detail":"Indirect owner: a limited partner of kkr group partnership l.p. of KKR Group Partnership L.P. in the 25% to 50% band and a control person, since January 2020.","parent":"KKR Group Partnership L.P."},{"label":"KKR & Co. Inc.","detail":"Indirect owner: a shareholder of kkr group co. inc. of KKR Group Co. Inc. in the 75% or more band and a control person, since May 2022.","parent":"KKR Group Co. Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":10,"privateResidences":0},"listedOfficeAddresses":7,"officesByState":[{"state":"California","offices":3,"addresses":[{"street":"555 California Street, 50th Floor","city":"San Francisco","headquarters":true},{"street":"2800 Sand Hill Road","city":"Menlo Park"},{"street":"841 Apollo Street","city":"Los Angeles"}]},{"state":"Massachusetts","offices":2,"addresses":[{"street":"20 Guest Street","city":"Brighton"},{"street":"KKR 2 International Place","city":"Boston"}]},{"state":"New York","offices":1,"addresses":[{"street":"30 Hudson Yards","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"5949 Sherry Lane","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-315-3620","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Publication of periodicals or newsletters"],"financialPlanningClients":null,"assetMix":[{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":34},{"label":"Non-investment grade corporate bonds","percent":2},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":55,"detail":"Other: Loans, Clo/Cbo Structured Notes; Various Asset-Based Finance Structured Products, Resi Loans, RMBS"}],"privateFunds":108},"sources":{"adv1FilingDate":"25 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146629/PDF/146629.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does KKR Credit Advisors (us) have?","answer":"KKR Credit Advisors (us) has 204 clients and manages $270.9 billion for them, as of September 2026. They include 167 pooled investment vehicles, 21 insurance companies and 6 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does KKR Credit Advisors (us) offer?","answer":"KKR Credit Advisors (us) provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and publishing newsletters.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does KKR Credit Advisors (us) use?","answer":"KKR Credit Advisors (us)’s separately managed account assets are held at U.S. Bank National Association (Washington, DC), with $92,482,370,320 and The Bank of New York Mellon (Houston, TX), with $19,256,055,865. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does KKR Credit Advisors (us) have?","answer":"KKR Credit Advisors (us) has 0 investment adviser representatives registered with state securities authorities, out of 609 employees, and 181 perform investment advisory functions. 55 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does KKR Credit Advisors (us) invest in?","answer":"At the end of its last fiscal year, KKR Credit Advisors (us)’s separately managed accounts held 55% other: loans, clo/cbo structured notes; various asset-based finance structured products, resi loans, rmbs, 34% investment grade corporate bonds, 4% cash and equivalents, 2% state and local bonds, 2% high-yield corporate bonds, 1% non-exchange-traded equities and 1% U.S. government and agency bonds. It advises 108 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns KKR Credit Advisors (us)?","answer":"KKR Credit Advisors (us) is owned through a chain of holding companies by KKR Holdco LLC. Its direct owner is Kohlberg Kravis Roberts & Co. L.P. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does KKR Credit Advisors (us) get paid?","answer":"KKR Credit Advisors (us) 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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}