Services and clients
Kohlberg Kravis Roberts & Co. provides portfolio management for pooled vehicles, portfolio management for institutions and publishing newsletters.
The firm advises 630 private funds.
Clients
Kohlberg Kravis Roberts & Co. reports 218 clients. They include 209 pooled investment vehicles and 9 insurance companies.
- Pooled investment vehicles209 clients$345.05B in assets
- Insurance companies9 clients$54.85B in assets
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 209 | $345,050,518,916 | 86.3% | $1.65B |
| Insurance companies | 9 | $54,845,336,812 | 13.7% | $6.09B |
| Total | 218 | $399,895,855,728 | 100% | $1.83B |
- Clients
- 209
- Regulatory AUM
- $345,050,518,916
- AUM share
- 86.3%
- Avg. per client
- $1.65B
- Clients
- 9
- Regulatory AUM
- $54,845,336,812
- AUM share
- 13.7%
- Avg. per client
- $6.09B
Total
- Clients
- 218
- Regulatory AUM
- $399,895,855,728
- AUM share
- 100%
- Avg. per client
- $1.83B
99.2% of assets ($396.78B across 193 accounts) are managed with discretion; $3.11B across 34 accounts are not. 100% 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.
- 100%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 630
- Financial planning clients last fiscal year
- 0
Fees and minimums
Kohlberg Kravis Roberts & Co. is paid through a percentage of assets under management and performance-based fees.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Ownership and people
KKR Group Partnership L.P. owns 75% or more of Kohlberg Kravis Roberts & Co., and Joseph Bae is its CEO.
- Owns 75% or more of Kohlberg Kravis Roberts & Co. L.P.
KKR Group Partnership L.P.
Control person · since January 2020
- Owns 25% to 50% of KKR Group Partnership L.P.
KKR Group Holdings L.P.
Control person · since January 2020
KKR Group Holdings Corp.
General partner of kkr group partnership l.p. · Control person · since January 2020
- Owns 75% or more of KKR Group Holdings Corp.
KKR Group Co. Inc.
Control person · since July 2018
- Owns 75% or more of KKR Group Co. Inc.
KKR & Co. Inc.
Control person · since May 2022
- Owns 75% or more of Kohlberg Kravis Roberts & Co. L.P.
KKR Holdco LLC
Control person · since January 2020
Staff
- 2,593 employees
- 706 in advisory functions
- 216 broker-dealer reps
Investments and reported holdings
What the accounts hold
- Stocks1%
- Bonds30%
- Investment grade corporate bonds27%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash3%
- Other66%
- Commercial and residential mortgage loans, structured credit, and other alternative investments66%
Custodians
Kohlberg Kravis Roberts & Co.’s named custodians for separately managed accounts include U.S. Bank National Association ($14,694,264,099). Kohlberg Kravis Roberts & Co. has custody of $381.60B for 154 clients.
- U.S. Bank National AssociationWashington, DC
- $14,694,264,099
Offices and registration details
Besides its headquarters, Kohlberg Kravis Roberts & Co. has 25 offices, with 26 listed addresses in the U.S. and abroad.
California · 3 listed addresses
- 2800 Sand Hill Road, Menlo Park
- 555 California Street, San Francisco
- 841 Apollo Street, El Segundo
Massachusetts · 3 listed addresses
- 20 Guest Street, Brighton
- KKR 2 International Place, Boston
- 200 Clarendon Street, Boston
Texas · 3 listed addresses
- 600 Travis Street, Houston
- 5949 Sherry Lane, Dallas
- 4550 Travis Street, Dallas
New York · 2 listed addresses
- 30 Hudson Yards, New YorkHQ
- 395 9th Avenue, New York
District of Columbia · 1 listed address
- 1717 K Street NW, Washington DC
International offices
- 2ND FLOOR, STOCKHOLM, 11145, Sweden
- 11F, MEIJI YASUDA SEIMEI BUILDING, TOKYO, 100-0005, Japan
- 18 HANOVER SQUARE, LONDON, W1S 1JY, United Kingdom
- EDIFICIO BEATRIZ, MADRID, 28006, Spain
- OPERNTURM 18TH FLOOR, BOCKENHEIMER, FRANKFURT AM MAIN, 60306, Germany
- UNIT 02-08, 20-25 41F, CHINA WORLD TOWER A,, BEIJING, 10004, China
- LEVEL 56, CHEUNG KONG CENTER, HONG KONG, Hong Kong
- 9 AVENUE MATIGNON, PARIS, 75008, France
- 36/F WEST TOWER, MIRAE ASSET CENTER 1 BUILDING, SEOUL, 04539, Korea, South
- 43FI, HKRI CENTRE ONE, HKRI TAIKOO HUI, SHANGHAI, 200041, China
- 8 MARINA VIEW, #33-06, SINGAPORE, 018960, Singapore
- UNIT 5 & 6, LEVEL 5, AL KHATEM TOWER, ABU DHABI, 764625, United Arab Emirates
- LEVEL 39, GATEWAY BUILDING, SYDNEY, NSW 2000, Australia
- 4101, LEVEL 41, ALTIMUS,, MUMBAI, 400018, India
Other business names
Kohlberg Kravis Roberts & Co. has reported 27 other business names to the SEC.
- Arctos Partners, LP
- KKR Account Adviser (mauritius), LTD. (relying Adviser)
- KKR Asia Limited (relying Adviser)
- KKR Australia Investment Management Pty Limited (relying Adviser)
- KKR Australia Pty Limited (relying Adviser)
- KKR Canada Ulc (relying Adviser)
- KKR De Mexico, S.C. (relying Adviser)
- KKR Energy Assets Manager LLC (relying Adviser)
- KKR Financial Management LLC (relying Adviser)
- KKR Holdings Mauritius, LTD. (relying Adviser)
- KKR India Advisors Private Limited (relying Adviser)
- KKR Investment Advisory (shanghai) LLC (relying Adviser)
- KKR Investment Advisory (zhuhai Hengqin) Company Limited (relying Adviser)
- KKR Investment Consultancy (beijing) Company Limited (relying Adviser)
- KKR Investment Management LLC (relying Adviser)
- KKR Japan Limited (relying Adviser)
- KKR Korea Limited Liability Corporation (relying Adviser)
- KKR Luxembourg S.A.R.L. (relying Adviser)
- KKR Mena Limited (relying Adviser)
- KKR Real Estate Credit Manager LLC (relying Adviser)
- KKR Real Estate Finance Manager LLC (relying Adviser)
- KKR Saudi Limited (relying Adviser)
- KKR Singapore Pte. LTD. (relying Adviser)
- Kohlberg Kravis Roberts & Co. Partners LLP (relying Adviser)
- Kohlberg Kravis Roberts & Co. Sas (relying Adviser)
- Kohlberg Kravis Roberts (espa?'A) Asesores SL (relying Adviser)
- Kohlberg Kravis Roberts GMBH (relying Adviser)
Registration details
- Legal name
- Kohlberg Kravis Roberts & Co. L.P.
- Website
- Not reported
- Headquarters
- 30 Hudson Yards, New York, NY 10001
- SEC file
- 801-69634
- Structure
- Delaware limited partnership
- Fiscal year end
- December
- State notice filings
- 5 jurisdictions, most recently 5 June 2026
Notice filing jurisdictions
- California
- Notice Filed · 15 October 2008
- Florida
- Notice Filed · 7 December 2022
- Massachusetts
- Notice Filed · 31 March 2026
- New York
- Notice Filed · 5 June 2026
- Texas
- Notice Filed · 31 March 2011
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 Kravis Roberts & Co. have?
Kohlberg Kravis Roberts & Co. has 218 clients and manages $399.9 billion for them, as of September 2026. They include 209 pooled investment vehicles and 9 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Kohlberg Kravis Roberts & Co. offer?
Kohlberg Kravis Roberts & Co. provides 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
Which custodians does Kohlberg Kravis Roberts & Co. use?
Kohlberg Kravis Roberts & Co.’s separately managed account assets are held at U.S. Bank National Association (Washington, DC), with $14,694,264,099. 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
How many financial advisors does Kohlberg Kravis Roberts & Co. have?
Kohlberg Kravis Roberts & Co. has 0 investment adviser representatives registered with state securities authorities, out of 2,593 employees, and 706 perform investment advisory functions. 216 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kohlberg Kravis Roberts & Co. invest in?
At the end of its last fiscal year, Kohlberg Kravis Roberts & Co.’s separately managed accounts held 66% other, 27% investment grade corporate bonds, 3% cash and equivalents, 2% state and local bonds, 1% non-exchange-traded equities and 1% U.S. government and agency bonds. The 66% other category is described as: Commercial and Residential Mortgage Loans, Structured Credit, and Other Alternative Investments. It advises 630 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kohlberg Kravis Roberts & Co.?
Kohlberg Kravis Roberts & Co. is owned through a chain of holding companies by KKR Group Holdings L.P. and KKR & Co. Inc. Its direct owners are KKR Group Partnership L.P. (75% or more) and KKR Holdco LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Kohlberg Kravis Roberts & Co. get paid?
Kohlberg Kravis Roberts & Co. is paid through a percentage of assets under management and performance-based fees. 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