Investment adviser · CRD 160745
KOHLBERG & COMPANY
Investment adviser filing (IA)
KOHLBERG & CO., L.L.C.
MOUNT KISCO, NY, United States · Form ADV filed May 22, 2026
- Regulatory AUM
- $17.1B Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 91 Reported in this filing
- Advisory professionals
- 60 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 40 | $17,148,640,042 | 100.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2107757 · May 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
KOHLBERG TE INVESTORS X, L.P.Private Equity Fund · Last reported May 22, 2026$2.56BGross asset value
Form D fundraising filings
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CITIZENS BANK, NATIONAL ASSOCIATION
LEI DRMSV1Q0EKMEXLAU1P80
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-6178847597
- Reported beneficial owners
- 187
- Minimum commitment
- $10M
- Form D file number
- 021-465122
- Form D file number
- 021-519892
Form ADV 2107757 · May 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KOHLBERG TE INVESTORS IX, L.P.Private Equity Fund · Last reported May 22, 2026$2.3BGross asset value
Form D fundraising filings
Kohlberg TE Investors IX, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CITIZENS BANK, NATIONAL ASSOCIATION
LEI DRMSV1Q0EKMEXLAU1P80
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-8753071499
- Reported beneficial owners
- 84
- Minimum commitment
- $10M
- Form D file number
- 021-353264
Form ADV 2107757 · May 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KOHLBERG TE INVESTORS VIII, L.P.Private Equity Fund · Last reported May 22, 2026$1.38BGross asset value
Form D fundraising filings
KOHLBERG TE INVESTORS VIII, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CITIZENS BANK, NATIONAL ASSOCIATION
LEI DRMSV1Q0EKMEXLAU1P80
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-6153483124
- Reported beneficial owners
- 60
- Minimum commitment
- $10M
- Form D file number
- 021-269072
Form ADV 2107757 · May 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KOHLBERG INVESTORS X, L.P.Private Equity Fund · Last reported May 22, 2026$1.14BGross asset value
Form D fundraising filings
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CITIZENS BANK, NATIONAL ASSOCIATION
LEI DRMSV1Q0EKMEXLAU1P80
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-9171095281
- Reported beneficial owners
- 343
- Minimum commitment
- $10M
- Form D file number
- 021-465099
- Form D file number
- 021-519890
Form ADV 2107757 · May 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KOHLBERG INVESTORS IX, L.P.Private Equity Fund · Last reported May 22, 2026$930MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CITIZENS BANK, NATIONAL ASSOCIATION
LEI DRMSV1Q0EKMEXLAU1P80
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-5245163902
- Reported beneficial owners
- 84
- Minimum commitment
- $10M
- Form D file number
- 021-353253
Form ADV 2107757 · May 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KCLF NOTE ISSUER I SPV, LLCSecuritized Asset Fund · Last reported May 22, 2026$882MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
U.S. BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
Fund details & source
- Fund ID
- 805-1824768223
- Reported beneficial owners
- 3
- Minimum commitment
- $0
Form ADV 2107757 · May 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KOHLBERG STAR TRINITY, L.P.Private Equity Fund · Last reported May 22, 2026$821MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-7613627350
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-276965
Form ADV 2107757 · May 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 22, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
111 RADIO CIRCLEMOUNT KISCO, NY, 10549, United States
CRD 160745
Filing source
Form ADV 2107757 · May 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.