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Joseph-Pierre Regent

KOHLBERG & CO., L.L.C.·MOUNT KISCO, New York
KOHLBERG & CO., L.L.C.
111 RADIO CIRCLE, MOUNT KISCO, NY 10549CRD# 7526853Firm CRD# 160745

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph-Pierre Regent · MOUNT KISCO, NY
Registration
CRD #7526853 · KOHLBERG & CO., L.L.C.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Joseph-Pierre Regent 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
Introduction

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03

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# 7526853
Firm CRD# 160745
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph-Pierre Regent offer?
Joseph-Pierre Regent specializes in Retirement Planning, Wealth Management. Contact their office in MOUNT KISCO, New York for a consultation.
What are Joseph-Pierre Regent's credentials?
Joseph-Pierre Regent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph-Pierre Regent located?
Joseph-Pierre Regent 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 Joseph-Pierre Regent charge for services?
Joseph-Pierre Regent'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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Andrew Paul Bonanno
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