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KOHLBERG & CO., L.L.C.
KOHLBERG & CO., L.L.C.
KOHLBERG & COMPANY
MOUNT KISCO, New York
·
21 registered advisors
·
CRD# 160745
SEC# 801-74129
4
914-241-7430
01
Firm Overview
AUM
$13.9B
Regulatory assets under management
Employees
85
Total firm employees
Advisors
21
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Other: CARRIED INTEREST AND PERCENTAGE OF OID ON LOANS ACQUIRED
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at KOHLBERG & CO., L.L.C.
21 registered advisors
Ahmed I Wahla
MOUNT KISCO, New York
CRD# 4870846
Albert Edward Scheer
MOUNT KISCO, New York
CRD# 5133153
Andrew Paul Bonanno
MOUNT KISCO, New York
CRD# 2499831
Bartlett Harwood
MOUNT KISCO, New York
CRD# 5933404
Benjamin Jauyi Mao
MOUNT KISCO, New York
CRD# 3272426
Benjamin Yu
MOUNT KISCO, New York
CRD# 6227672
Christopher Lacovara
MOUNT KISCO, New York
CRD# 1715569
Christopher William Anderson
MOUNT KISCO, New York
CRD# 2925410
Daniel Stewart Gewanter
MOUNT KISCO, New York
CRD# 4811549
Eric Michael Bilmes
MOUNT KISCO, New York
CRD# 4562807
Evan Donald Wildstein
MOUNT KISCO, New York
CRD# 2413231
Gordon Woodward
MOUNT KISCO, New York
CRD# 6028143
James Andrew Kohlberg
MOUNT KISCO, New York
CRD# 4109025
Jean Elizabeth Roberts
MOUNT KISCO, New York
CRD# 4431167
John A Forrey
MOUNT KISCO, New York
CRD# 5974597
Joseph-Pierre Regent
MOUNT KISCO, New York
CRD# 7526853
Mark P Nappi
MOUNT KISCO, New York
CRD# 3260522
Moira Ann O'reilly
MOUNT KISCO, New York
CRD# 7883979
Samuel Philip Frieder
MOUNT KISCO, New York
CRD# 4132445
Seth Hollander
MOUNT KISCO, New York
CRD# 6028150
Shant Zaven Mardirossian
MOUNT KISCO, New York
CRD# 4112245
05
Office Locations
MOUNT KISCO, New York
21 advisors
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Data sourced from SEC Form ADV filings. KOHLBERG & CO., L.L.C. (CRD# 160745) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.