Claim Profile
BM

Benjamin Jauyi Mao

KOHLBERG & CO., L.L.C.·MOUNT KISCO, New York
Unclaimed Profile
111 RADIO CIRCLE, MOUNT KISCO, NY 10549CRD# 3272426Firm CRD# 160745
01

About

Benjamin Jauyi Mao 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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KOHLBERG & CO., L.L.C.
KOHLBERG & COMPANY
AUM
$13.9B
Regulatory assets under management
Employees
85
Total firm employees
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# 3272426
Firm CRD# 160745
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MOUNT KISCO?

Browse all registered financial advisors in MOUNT KISCO, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Benjamin Jauyi Mao offer?
Benjamin Jauyi Mao specializes in Retirement Planning, Wealth Management. Contact their office in MOUNT KISCO, New York for a consultation.
What are Benjamin Jauyi Mao's credentials?
Benjamin Jauyi Mao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Jauyi Mao located?
Benjamin Jauyi Mao 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 Benjamin Jauyi Mao charge for services?
Benjamin Jauyi Mao'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty