Updated:
Kohlberg & Company
Kohlberg & Company is an SEC-registered investment adviser in Mount Kisco, NY, established in 2012. The firm manages $17.1 billion in assets, $16.3 billion on...
Kohlberg & Company
Kohlberg & Company is an SEC-registered investment adviser in Mount Kisco, NY, established in 2012. The firm manages $17.1 billion in assets, $16.3 billion on a discretionary basis. It has 91 employees and 60 investment advisers.
General information
Firm type
Generalist
Year founded
1987
AUM
$17B (per firm website, 2026)
Location
Region
North America
Country
United States
City
Mount Kisco
Corporate office
Mount Kisco, NY, United States
Additional offices
New York, NY · Boston, MA
Sector focus
Frequently asked questions
Who runs investment decisions at Kohlberg & Company?
Kohlberg does not publicly designate a single CIO or CEO on its website. Its partnership model is described as long-tenured, with investment partners averaging more than 20 years at the firm. Decisions are likely made through the partnership committee, consistent with the apprenticeship culture highlighted in firm materials.
How does Kohlberg & Company source proprietary deal flow?
Kohlberg developed a proprietary White Paper Program, an internal research function that identifies investment themes and specific target companies before they come to market. This pre-auction thesis development is intended to surface opportunities outside broad intermediary processes, allowing the firm to approach owners directly with a sector-specific operating plan.
What investment structures does Kohlberg typically use?
Kohlberg structures transactions as control buyouts, including management buyouts, public-to-private conversions, growth equity investments, and recapitalizations. The firm does not indicate a minority or passive investment program; the White Paper model is built around securing control and driving operational transformation post-close.
What sectors does Kohlberg & Company target?
Kohlberg operates as a generalist, having made investments across industrials, healthcare, and consumer products among other sectors through more than 95 platform companies. The White Paper Program drives sector selection, with research teams mapping sub-sectors where Kohlberg believes a thesis-driven approach can generate above-market returns.
Does Kohlberg maintain philanthropic structures or foundations?
There is no publicly disclosed philanthropic foundation, donor-advised fund, or impact-investing vehicle directly tied to Kohlberg & Company. The firm presents itself solely as a private equity investment manager.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: