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KOHLBERG & CO., L.L.C.

Advisory

N·MOUNT KISCO, NY

Data as of Apr 23, 2026 · Source: SEC Form ADV

Total AUM

$17.1B

1-Year AUM Growth

+22.3%

3-Year CAGR

+25.6%

Employees

60

Assets Under Management

Total AUM$17.1B

Discretionary AUM$16.3B

Non-Discretionary AUM$895M

Discretionary %94.8%

Total Clients34

Team

Total Employees60

Investment Advisers91

Employee Growth (1Y)+16.0%

Filing History

Total Filings on Record24

First FilingFeb 14, 2012

Latest FilingApr 23, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KOHLBERG & CO., L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.