DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Manager

Kohlberg & Company

private equity profile
Public LPs on the tape
4
distinct allocators disclosing a fund
Commitment rows
6
1 dated closings
Disclosed commitments
$25.0M
sum of the LPs' own amounts; repeats across reports
Re-ups / new
1 / 0
the plans' own words
Corporate plans
1
Schedule C investment manager rows
Who backs this manager
4 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Kohlberg Foundation Inc20Private equityDec 31, 2024Dec 31, 2024
Cardinal Brook Trust20Private equityDec 31, 2024Dec 31, 2024
New York State Common Retirement Fund11$25.0MPrivate equityJun 1, 2007Jun 1, 2007
Kislak Family Foundation Inc10Private equityDec 31, 2024Dec 31, 2024
Funds on the tape
5 vehicles
Corporate and Taft-Hartley plans (Schedule C)
1 plans
Commitment rows
6 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Kohlberg Foundation IncKOHLBERG PARTNERS IX, LPPrivate equity$7.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Kohlberg Foundation IncKOHLBERG PARTNERS VIII, LPPrivate equity$5.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Cardinal Brook TrustKOHLBERG PARTNERS XPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Cardinal Brook TrustKOHLBERG PARTNERS IXPrivate equity$17.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Kislak Family Foundation IncKOHLBERG TE INVESTORS X LPPrivate equity$577,581 heldDisclosed holdingapps.irs.gov
Jun 1, 2007New York State Common Retirement FundKohlberg Investors VI through the Hudson River Fund IIfund of fundsPrivate equity$25.0MCommitted (dated)re-uposc.ny.gov
What changed
  • Jun 1, 2007Re-upKohlberg & Company
    New York State Common Retirement Fund re-ups with Kohlberg & Company: $25M to Kohlberg Investors VI through the Hudson River Fund II (the plan's own words: existing relationship)
    with New York State Common Retirement Fundosc.ny.gov
  • Jun 1, 2007Commitment closedNew York State Common Retirement Fund
    New York State Common Retirement Fund commits $25M to Kohlberg Investors VI through the Hudson River Fund II (Kohlberg & Company), closed 2007-06-01
    with Kohlberg & Companyosc.ny.gov