Private fund adviser · New York, NY
Kohlberg Kravis Roberts & Co. L.P.
SEC-registered investment adviser · CRD 144533 · SEC 801-69634
At a glance
Kohlberg Kravis Roberts & Co. L.P. is an SEC-registered investment adviser based in New York, New York, with $399.9 billion in regulatory assets under management as of its Form ADV filed September 25, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 8th of 4,686 private fund advisers and 61st of 17,210 SEC-registered advisers by assets.
Main office 212-750-8300kkr.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $400B
- Rank among private fund advisers
- #8 of 4,686
- Rank among all SEC RIAs
- #61 of 17,210
- Rank in New York
- #14 of 2,591
- Clients
- 218
- Accounts
- 227
- Discretionary
- 99% of AUM
- Employees
- 2,593
- Advisory staff
- 706
- Offices
- 26
Owners and executives on its Form ADV
- Henry R. KravisExecutive Co-Chairman
- George R. RobertsExecutive Co-Chairman
- Bruce KarpatiGlobal Chief Compliance Officer & Counsel
- Scott C. NuttallCo-Chief Executive Officer
- Joseph Y. BaeCo-Chief Executive Officer
- Robert H. LewinChief Financial Officer
- Kathryn K. SudolChief Legal Officer
- Dane E. HolmesChief Administrative Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Kohlberg Kravis Roberts & Co. L.P. is a hybrid RIA: 216 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Global Atlantic Distributors, LLC, KKR Capital Markets (ireland) Limited, KKR Capital Markets Asia II Limited, KKR Capital Markets Asia Limited, KKR Capital Markets II LLC, KKR Capital Markets Japan Limited, KKR Capital Markets LLC, KKR Capital Markets Partners LLP, KKR Switzerland Gmbh and The Global Atlantic Financial Group LLC.
- Global Atlantic Distributors, LLC ↗CRD 8326
- KKR Capital Markets (ireland) Limited
- KKR Capital Markets Asia II Limited
- KKR Capital Markets Asia Limited
- KKR Capital Markets II LLC ↗CRD 151337
- KKR Capital Markets Japan Limited
- KKR Capital Markets LLC ↗CRD 143571
- KKR Capital Markets Partners LLP
- KKR Switzerland Gmbh
- The Global Atlantic Financial Group LLC
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 209 | $345B | 86% |
| Insurance companies | 9 | $55B | 14% |
Private funds
Kohlberg Kravis Roberts & Co. L.P. reports 630 private funds with $518B in gross assets: hedge funds, private equity funds, real estate funds, securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Kohlberg Kravis Roberts & Co. L.P. answers yes to 10 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗kkr.com ↗
AtlasMembers
The full record on Kohlberg Kravis Roberts & Co. L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 61 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 7Locked
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Background
Questions
How much does Kohlberg Kravis Roberts & Co. L.P. manage?
Kohlberg Kravis Roberts & Co. L.P. reports $399.9 billion in regulatory assets under management across 227 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 25, 2026.
What kind of firm is Kohlberg Kravis Roberts & Co. L.P.?
Kohlberg Kravis Roberts & Co. L.P. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Kohlberg Kravis Roberts & Co. L.P.’s clients?
By assets, its largest client types are pooled investment vehicles ($345.1 billion, 209 clients); insurance companies ($54.8 billion, 9 clients).
Does Kohlberg Kravis Roberts & Co. L.P. manage private funds?
Yes. It reports 630 private funds with $518.1 billion in gross assets, including hedge funds, private equity funds, real estate funds, securitized asset funds, other private funds.
Does Kohlberg Kravis Roberts & Co. L.P. have any disciplinary history?
Kohlberg Kravis Roberts & Co. L.P. answers yes to 10 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Kohlberg Kravis Roberts & Co. L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →