Services and clients
Kohlberg & Co. provides portfolio management for pooled vehicles and portfolio management for institutions.
The firm advises 37 private funds.
Clients
Kohlberg & Co. reports 40 clients. They include 40 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them.
- Pooled investment vehicles40 clients$17.15B in assets
- Corporations and other businessesCount not reported$0 in assets
Client shares use reported counts. Client types without a reported count are excluded from that total.
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 40 | $17,148,640,042 | 100.0% | $428.7M |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Total | 40 | $17,148,640,042 | 100% | — |
- Clients
- 40
- Regulatory AUM
- $17,148,640,042
- AUM share
- 100.0%
- Avg. per client
- $428.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 40
- Regulatory AUM
- $17,148,640,042
- AUM share
- 100%
- Avg. per client
- —
94.8% of assets ($16.25B across 37 accounts) are managed with discretion; $895.3M across 3 accounts are not. 2% of clients are outside the U.S. 2 clients received advice without assets under management last fiscal year.
Additional activity details
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 37
Fees and minimums
Kohlberg & Co. is paid through a percentage of assets under management and other.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Ownership and people
Kohlberg & Co., L.P. owns 75% or more of Kohlberg & Co..
- Owns 75% or more of Kohlberg & Co., L.L.C.
Kohlberg & Co., L.P.
Control person · since January 2017
Kohlberg Management GP, L.L.C.
Partner · Control person · since January 2017
- Owns 75% or more of Kohlberg Management GP, L.L.C.
Samuel Frieder
Control person · since January 2017
Staff
- 91 employees
- 60 in advisory functions
Investments and reported holdings
An account asset mix and a reported 13F holdings breakdown are not available in this profile.
Custodians
Kohlberg & Co. has custody of client assets.
A named-custodian breakdown for separately managed accounts is not available in this profile.
Offices and registration details
Besides its headquarters, Kohlberg & Co. has 3 offices, with 4 listed addresses across 2 states.
New York · 3 listed addresses
- 111 Radio Circle, Mount KiscoHQ
- 116 Radio Circle Drive, Mount Kisco
- 545 Madison Avenue, New York
Massachusetts · 1 listed address
- 30 Monument Square, Concord
Registration details
- Legal name
- Kohlberg & Co., L.L.C.
- Headquarters
- 111 Radio Circle, Mount Kisco, NY 10549
- @kohlberg-&-company
- SEC file
- 801-74129
- Structure
- Delaware LLC
- Fiscal year end
- December
- State notice filings
- 2 jurisdictions, most recently 17 August 2021
Notice filing jurisdictions
- California
- Notice Filed · 30 March 2012
- Massachusetts
- Notice Filed · 17 August 2021
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 Kohlberg & Co. have?
Kohlberg & Co. has 40 clients and manages $17.1 billion for them, as of May 2026. They include 40 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does Kohlberg & Co. offer?
Kohlberg & Co. provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Kohlberg & Co. have?
Kohlberg & Co. has 0 investment adviser representatives registered with state securities authorities, out of 91 employees, and 60 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 Kohlberg & Co.?
Kohlberg & Co. is owned through a chain of holding companies by Samuel Frieder. Its direct owner is Kohlberg & Co., L.P. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does Kohlberg & Co. get paid?
Kohlberg & Co. is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file