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James Andrew Kohlberg

KOHLBERG & CO., L.L.C.·MOUNT KISCO, New York
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111 RADIO CIRCLE, MOUNT KISCO, NY 10549CRD# 4109025Firm CRD# 160745
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About

James Andrew Kohlberg 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# 4109025
Firm CRD# 160745
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Andrew Kohlberg offer?
James Andrew Kohlberg specializes in Retirement Planning, Wealth Management. Contact their office in MOUNT KISCO, New York for a consultation.
What are James Andrew Kohlberg's credentials?
James Andrew Kohlberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Kohlberg located?
James Andrew Kohlberg 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 James Andrew Kohlberg charge for services?
James Andrew Kohlberg'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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Other advisors in MOUNT KISCO
Bartlett Harwood — KOHLBERG & CO., L.L.C.Daniel Robert Mintz — OLYMPUS CAPITAL HOLDINGS ASIA LLCThaddeus Marion Leszczynski — OLYMPUS CAPITAL HOLDINGS ASIA LLCJoseph-Pierre Regent — KOHLBERG & CO., L.L.C.Sumit Kumar — OLYMPUS CAPITAL HOLDINGS ASIA LLC
Nearby cities in New York
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NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
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