KOHLBERG & CO., L.L.C.
Legal name: KOHLBERG & COMPANY
CRD #160745 SEC #801-74129 MOUNT KISCO, NY 914-241-7430
SEC Registered Private Funds Disclosures
Total AUM
$17B
Discretionary
$16.2B
Employees
84
Clients
--
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $17B | $16.2B | $792.2M | 84 | 2 |
| Mar 2025 | $17B | $16.2B | $792.2M | 84 | 2 |
| Mar 2024 | $13.9B | $13.2B | $728.5M | 85 | 1 |
| Apr 2023 | $11.8B | $11.2B | $668.4M | 76 | 1 |
| Mar 2023 | $11.8B | $11.2B | $668.4M | 76 | 1 |
| Sep 2022 | $8.6B | $8.2B | $373.3M | 62 | 0 |
| May 2022 | $8.6B | $8.2B | $373.3M | 62 | 0 |
| Apr 2022 | $8.6B | $8.2B | $373.3M | 62 | 0 |
| Mar 2022 | $8.6B | $8.2B | $373.3M | 62 | 0 |
| Aug 2021 | $7.8B | $7.5B | $311.6M | 53 | 0 |
| Aug 2021 | $7.8B | $7.5B | $311.6M | 53 | 0 |
| Mar 2021 | $7.8B | $7.5B | $311.6M | 53 | 0 |
| Mar 2021 | $7.8B | $7.5B | $311.6M | 53 | 0 |
| Mar 2020 | $6.4B | $6.2B | $216.8M | 53 | 0 |
| Mar 2019 | $5B | $4.9B | $106.1M | 48 | 0 |
| Mar 2018 | $4.8B | $4.7B | $103.3M | 43 | 0 |
| Feb 2018 | $5.1B | $5B | $100.5M | 44 | 37 |
| Nov 2017 | $5.1B | $5B | $100.5M | 44 | 37 |
| Mar 2017 | $5.1B | $5B | $100.5M | 44 | 26 |
| Mar 2016 | $2.7B | $2.7B | $0 | 41 | 11 |
| Mar 2015 | $3B | $3B | $0 | 41 | 26 |
| Apr 2014 | $3.7B | $3.7B | $0 | 39 | 26 |
| Mar 2014 | $3.7B | $3.7B | $0 | 39 | 26 |
| Apr 2013 | $3.5B | $3.5B | $0 | 37 | 26 |
| Feb 2012 | $3.4B | $3.4B | $0 | -- | 26 |
DateApr 2025
Total AUM$17B
Discretionary$16.2B
Non-Disc.$792.2M
Employees84
Clients2
DateMar 2025
Total AUM$17B
Discretionary$16.2B
Non-Disc.$792.2M
Employees84
Clients2
DateMar 2024
Total AUM$13.9B
Discretionary$13.2B
Non-Disc.$728.5M
Employees85
Clients1
DateApr 2023
Total AUM$11.8B
Discretionary$11.2B
Non-Disc.$668.4M
Employees76
Clients1
DateMar 2023
Total AUM$11.8B
Discretionary$11.2B
Non-Disc.$668.4M
Employees76
Clients1
DateSep 2022
Total AUM$8.6B
Discretionary$8.2B
Non-Disc.$373.3M
Employees62
Clients0
DateMay 2022
Total AUM$8.6B
Discretionary$8.2B
Non-Disc.$373.3M
Employees62
Clients0
DateApr 2022
Total AUM$8.6B
Discretionary$8.2B
Non-Disc.$373.3M
Employees62
Clients0
DateMar 2022
Total AUM$8.6B
Discretionary$8.2B
Non-Disc.$373.3M
Employees62
Clients0
DateAug 2021
Total AUM$7.8B
Discretionary$7.5B
Non-Disc.$311.6M
Employees53
Clients0
DateAug 2021
Total AUM$7.8B
Discretionary$7.5B
Non-Disc.$311.6M
Employees53
Clients0
DateMar 2021
Total AUM$7.8B
Discretionary$7.5B
Non-Disc.$311.6M
Employees53
Clients0
DateMar 2021
Total AUM$7.8B
Discretionary$7.5B
Non-Disc.$311.6M
Employees53
Clients0
DateMar 2020
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$216.8M
Employees53
Clients0
DateMar 2019
Total AUM$5B
Discretionary$4.9B
Non-Disc.$106.1M
Employees48
Clients0
DateMar 2018
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$103.3M
Employees43
Clients0
DateFeb 2018
Total AUM$5.1B
Discretionary$5B
Non-Disc.$100.5M
Employees44
Clients37
DateNov 2017
Total AUM$5.1B
Discretionary$5B
Non-Disc.$100.5M
Employees44
Clients37
DateMar 2017
Total AUM$5.1B
Discretionary$5B
Non-Disc.$100.5M
Employees44
Clients26
DateMar 2016
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees41
Clients11
DateMar 2015
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees41
Clients26
DateApr 2014
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees39
Clients26
DateMar 2014
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees39
Clients26
DateApr 2013
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees37
Clients26
DateFeb 2012
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees--
Clients26