Kohlberg & Company

Fee-Only (% of Portfolio)

Kohlberg & Co. provides investment supervisory services to pooled investment vehicles exempt from registration. Kohlberg also offers non-discretionary investment sourcing and discretionary advisory services to institutional clients. The firm primarily invests in private equity, equity-related securities, and private credit investments across six specialized core practice areas.

Assets Under Management$17B
Clients34
AdvisorsN/A
Avg. per Client$500M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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