Kohlberg & Company
SEC RegisteredTransformational Strategies to Accelerate Growth
About the firm
Kohlberg has been investing to unlock growth and create value through transformational strategies for nearly four decades. The firm's strategy is anchored in its proprietary White Paper Program designed around investment intentionality, with a long-tenured investment team developed through an apprenticeship model.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 40 | $17.1B |
2 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of April 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kohlberg & Company has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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