Kohlberg & Company
Mount Kisco, NY·SEC-registered · CRD #160745
Kohlberg & Company is an SEC-registered investment advisory firm in Mount Kisco, NY managing $17B across 43 client accounts, with 60 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$17B
Client accounts
43
Advisory staff
60
Fee model
Fee-only
How Kohlberg & Company is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Kohlberg & Company
How much does Kohlberg & Company manage?
Per its most recent SEC Form ADV filing (05/22/2026), Kohlberg & Company reports $17B in regulatory assets under management across roughly 43 client accounts.
How does Kohlberg & Company charge?
Kohlberg & Company is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Kohlberg & Company a fiduciary?
Yes. Kohlberg & Company is registered with the U.S. Securities and Exchange Commission (CRD #160745), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Kohlberg & Company taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Kohlberg & Company and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Kohlberg & Company's public SEC Form ADV filing (CRD #160745, filed 05/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Kohlberg & Company. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Kohlberg & Company? Claim this profile.