Kohlberg Kravis Roberts & Co. L.P. (New York)

Kohlberg Kravis Roberts & Co. L.P. is a large advisory firm based in New York. It manages $111.81 billion of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Delaware, and Texas.

Kohlberg Kravis Roberts & provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kohlberg Kravis Roberts &: assets under management

The assets under management (AUM) of Kohlberg Kravis Roberts & Co. L.P. is $111.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 141% since the beginning of its operation, and $85.25 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $111.81 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.23 billion each.

Kohlberg Kravis Roberts & has custody of $64.29 billion in cash and securities for 91 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kohlberg Kravis Roberts & Co. L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kohlberg Kravis Roberts & serves?

The only and largest group of clients of Kohlberg Kravis Roberts & is pooled investment vehicles with 91 clients and $111.81 billion of assets under management. Among the 10 most similar advisory firms, Kohlberg Kravis Roberts & has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $111.81 billion for 91 clients. 64% of the firm’s clients are foreign persons or businesses.

Kohlberg Kravis Roberts & also advises several private funds. Namely, eleven hedge funds, sixteen real estate funds, two other private funds, two hundred fourteen private equity funds, and five securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.

Careers at Kohlberg Kravis Roberts & Co. L.P.

The company employs 733 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 28 indirect owners.

Based in New York

The principal office where Kohlberg Kravis Roberts & Co. L.P. performs its advisory services is located at 9 West 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-750-8300 or by fax 212-750-0003. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at kkr.com and its LinkedIn profile.

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