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Bartlett Harwood

KOHLBERG & CO., L.L.C.·MOUNT KISCO, New York
Unclaimed Profile
111 RADIO CIRCLE, MOUNT KISCO, NY 10549CRD# 5933404Firm CRD# 160745
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About

Bartlett Harwood is a registered financial advisor based in MOUNT KISCO, New York, affiliated with KOHLBERG & CO., L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
KOHLBERG & CO., L.L.C.
KOHLBERG & COMPANY
AUM
$13.9B
Regulatory assets under management
Employees
85
Total firm employees
View all advisors at KOHLBERG & CO., L.L.C. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED
Regulatory
SEC/IARD CRD# 5933404
Firm CRD# 160745
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bartlett Harwood offer?
Bartlett Harwood specializes in Retirement Planning, Wealth Management. Contact their office in MOUNT KISCO, New York for a consultation.
What are Bartlett Harwood's credentials?
Bartlett Harwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bartlett Harwood located?
Bartlett Harwood is based in MOUNT KISCO, New York, working with KOHLBERG & CO., L.L.C.. Their office serves clients in the MOUNT KISCO metropolitan area and surrounding communities.
How does Bartlett Harwood charge for services?
Bartlett Harwood's firm is compensated through percentage of aum, other: carried interest and percentage of oid on loans acquired. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOHLBERG & CO., L.L.C.?
KOHLBERG & CO., L.L.C. has approximately 85 employees and manages $13.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Daniel Robert Mintz — OLYMPUS CAPITAL HOLDINGS ASIA LLCThaddeus Marion Leszczynski — OLYMPUS CAPITAL HOLDINGS ASIA LLCJoseph-Pierre Regent — KOHLBERG & CO., L.L.C.Samuel Philip Frieder — KOHLBERG & CO., L.L.C.Sumit Kumar — OLYMPUS CAPITAL HOLDINGS ASIA LLC
Nearby cities in New York
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