Form D · Private Equity Fund

Kohlberg Partners IX, L.P.

Mount Kisco, NY · CIK 0001793514

Offering snapshot reported Feb 3, 2021 · SEC filing

Reported sold
$61M
Offering amount: $61M
Investors reported
15
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 20, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 15

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 3, 2021Amendment$61,000,000No comparison15SEC filing
Nov 13, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-353263
KOHLBERG PARTNERS IX, L.P. IS ONE OF SEVERAL PARALLEL FUNDS THAT COMPRISE KOHLBERG FUND IX. THE AGGREGATE CAPITAL COMMITMENTS OF ALL PARALLEL FUNDS THAT COMPRISE KOHLBERG FUND IX AS OF THE DATE OF THIS FILING IS $3,352,555,000.

Source: Form D, filed Feb 3, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

KOHLBERG PARTNERS IX, L.P.

Investment adviser: KOHLBERG & CO., L.L.C.

Gross asset value
$85.5M
Beneficial owners
19
ADV minimum commitment
$0

Reported in Form ADV on May 22, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator 4PINES FUND SERVICES LLC STAMFORD, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian CITIZENS BANK, NATIONAL ASSOCIATION PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian J.P. MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
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

Filing source

Form ADV 2107757 · May 22, 2026 · Schedule D 7.B.(1), fund 805-5742958119

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Samuel P. Frieder Executive
Shant Mardirossian Executive
Gordon H. Woodward Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Kohlberg & Co., L.L.C. 111 Radio Circle
Mount Kisco, NY, 10549