KOHLBERG & COMPANY

111 Radio Circle
Mount Kisco, New York 10549
Tel: 914-241-7430

About KOHLBERG & COMPANY

KOHLBERG & COMPANY, formally registered with the SEC as KOHLBERG & COMPANY. The firm was established in 03/30/2012. They have over 5 offices throughout the country.

KOHLBERG & COMPANY is a Mount Kisco, New York based Financial Planning firm with nearly $13,921,314,019 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 85 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160745
SEC#	801-74129
Assets Managed by Firm	$13,921,314,019
No. of Clients	26
No. of Advisors	85

Fee Structure

A percentage of AUM
Other (CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	26	$13,921,314,019

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