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Private equityFirmbuyout · probableupper middle market

Kohlberg & Company

Private Equity

Mount Kisco, NY

Kohlberg is a leading middle market private equity firm based in Mount Kisco, New York

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:a7e1fcc1-f168-4444-bdf3-5b1d3a3de5c7

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 231
Dated events: 40
On other graphs: 3
Observed: Sep 13, 2026 to Sep 21, 2026
47 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Kohlberg & Company

Capital provider to sponsors · cited, shared crd

RIA / Wealth Managementidentity

KOHLBERG & COMPANY

Registered adviser · cited, shared crd

Allocatorsidentity

Kohlberg & Company

Manager with allocator commitments · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 47
PE funds: 47
Vintages: 2013 to 2024
PE GAV, 2024 filing: $13Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $14B
Investments: 43
Active investments: 42
Size band: UPPER MIDDLE MARKETderivedproxy: $13.44bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Stated sectors: healthcare
Latest ADV filing: Mar 28, 2024
Employees (ADV): 85
Website: kohlberg.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Kohlberg Buckeye Partners, L.P.	2024	Unknown	Private Equity Fund	n/a	$25.7M
Kohlberg Investors VII Cv, L.P.	2022	Early deployment	Private Equity Fund	n/a	$783M
Kohlberg Te Investors VII Cv, L.P.	2022	Early deployment	Private Equity Fund	n/a	$651M
Koco Investors X, L.P.	2022	Early deployment	Private Equity Fund	n/a	$36.6M
Kohlberg Te Investors X, L.P.	2022	Early deployment	Private Equity Fund	n/a	$1.5B
Kohlberg Partners X, L.P.	2022	Early deployment	Private Equity Fund	n/a	$44.5M
Kohlberg Investors X, L.P.	2022	Early deployment	Private Equity Fund	n/a	$587M
Kohlberg Te Investors X-B, L.P.	2022	Unknown	Private Equity Fund	n/a	$94.6M
Kohlberg Investors X-C, L.P.	2022	Wound down	Private Equity Fund	n/a	$0
Kohlberg Investors X-B, L.P.	2022	Early deployment	Private Equity Fund	n/a	$507M
Kohlberg Investors Ix-C, L.P.	2020	Active deployment	Private Equity Fund	n/a	$272M
Koco Investors Ix, L.P.	2020	Active deployment	Private Equity Fund	n/a	$20.1M
Kohlberg Partners Ix, L.P.	2020	Active deployment	Private Equity Fund	n/a	$96.3M
Kohlberg Te Investors Ix, L.P.	2020	Active deployment	Private Equity Fund	n/a	$2.6B
Kohlberg Investors Ix-B, L.P.	2020	Active deployment	Private Equity Fund	n/a	$739M
Kohlberg Te Investors Ix-B, L.P.	2020	Active deployment	Private Equity Fund	n/a	$276M
Kohlberg Investors Ix, L.P.	2020	Active deployment	Private Equity Fund	n/a	$1.1B
Koco Investors Viii, L.P.	2018	Mature	Private Equity Fund	n/a	$14.6M
Kohlberg Te Investors Viii-B, L.P.	2017	Mature	Private Equity Fund	n/a	$344M
Kohlberg Partners Viii, L.P.	2017	Mature	Private Equity Fund	n/a	$52.2M
Kohlberg Te Investors Viii, L.P.	2017	Mature	Private Equity Fund	n/a	$1.5B
Kohlberg Star Trinity, L.P.	2017	Mature	Private Equity Fund	n/a	$729M
Kohlberg Investors Viii-B, L.P.	2017	Mature	Private Equity Fund	n/a	$678M
Kohlberg Investors Viii-C, L.P.	2017	Mature	Private Equity Fund	n/a	$195M
Kohlberg Investors Viii, L.P.	2017	Mature	Private Equity Fund	n/a	$637M

Investments

Company	State	Role	Control	Invested	Exited	Status
Catalyst Clinical Research	n/a	Add on	control	Jan 20, 2026	n/a	active
Worldwide Clinical Trials Enters Definitive Agreement	n/a	platform	unknown	n/a	n/a	active
ENTRUST Solutions Group	n/a	unknown	unknown	n/a	Aug 4, 2026	exited
Meadows Behavioral Healthcare	n/a	unknown	unknown	n/a	n/a	active
Nelipak® Corporation, Inc.	n/a	unknown	unknown	n/a	n/a	active
Myers Emergency & Power Systems	n/a	unknown	unknown	n/a	n/a	active
Parts Authority	n/a	unknown	unknown	n/a	n/a	active
Seth Hollander	n/a	unknown	unknown	n/a	n/a	active
Spinal Elements	n/a	unknown	unknown	n/a	n/a	active
US Infrastructure Company	n/a	unknown	unknown	n/a	n/a	active
Spire Orthopedic Partners	n/a	unknown	unknown	n/a	n/a	active
Sara Lee® Frozen Bakery	n/a	unknown	unknown	n/a	n/a	active
Trinity Life Sciences	n/a	unknown	unknown	n/a	n/a	active
Matthew Jennings	n/a	unknown	unknown	n/a	n/a	active
Bartlett (Gus) Harwood	n/a	unknown	unknown	n/a	n/a	active
MarketCast Group	n/a	unknown	unknown	n/a	n/a	active
Engage PEO	n/a	unknown	unknown	n/a	n/a	active
Cadence	n/a	unknown	unknown	n/a	n/a	active
Ingenyx	n/a	unknown	unknown	n/a	n/a	active
Subzero Engineering	n/a	unknown	unknown	n/a	n/a	active
United Digestive	n/a	unknown	unknown	n/a	n/a	active
Jean Roberts	n/a	unknown	unknown	n/a	n/a	active
Alexander Forrey	n/a	unknown	unknown	n/a	n/a	active
AWP Safety	n/a	unknown	unknown	n/a	n/a	active
Riveron	n/a	unknown	unknown	n/a	n/a	active
CLEAResult	n/a	unknown	unknown	n/a	n/a	active
PCI Pharma Services	n/a	unknown	unknown	n/a	n/a	active
Worldwide Clinical Trials	n/a	platform	unknown	n/a	n/a	active
Elevate Outdoor Collective	n/a	unknown	unknown	n/a	n/a	active
Loenbro	n/a	unknown	unknown	n/a	n/a	active

LP commitments

Limited partner	Fund	Commitment	Committed	Vintage
New York State Common Retirement Fund	Kohlberg Investors VI, L.P.	$25.0M	n/a	n/a

Relationships

showing 80 of 231

Employs (80)

→ Lucas Ojea QuintanaPersonAssociate
factThe subject's own site
→ Clay OstroverPersonAssociate
factThe subject's own site
→ James Andrew KohlbergPersonChairman
factThe subject's own site
→ Amy MaserPersonExecutive Assistant & Office Manager
factThe subject's own site
→ Moira O’ReillyPersonChief Technology Officer
factThe subject's own site
→ Tyler MontoyaPersonVice President, Investor Relations
factThe subject's own site
→ Julia KimPersonDirector, Funds
factThe subject's own site
→ Christie KlaubergPersonVice President, Credit & Capital Markets
factThe subject's own site
→ Seungy LimPersonAssociate, Credit
factThe subject's own site
→ Benjamin Jauyi MaoPersonSenior Partner, Services
factThe subject's own site
→ Lauren NoePersonSenior Associate, Investor Relations
factThe subject's own site
→ Catherine (Kit) McNiffPersonSenior Associate
factThe subject's own site
→ Zamaan MoledinaPersonAnalyst, Credit
factThe subject's own site
→ Christine MolloyPersonExecutive Assistant
factThe subject's own site
→ Jake KarlanPersonSenior Associate
factThe subject's own site
→ Mary Beth KellerPersonExecutive Assistant
factThe subject's own site
→ Aleksandra (Sasha) KimPersonAssociate, Communications & Events
factThe subject's own site
→ Sung Hee Kim-KastnerPersonDirector, Compliance
factThe subject's own site
→ Nicholas KonoPersonVice President, Investor Relations
factThe subject's own site
→ Graham LillibridgePersonAssociate
factThe subject's own site
→ Jay MackiePersonSenior Associate
factThe subject's own site
→ Jeanne ManeckyPersonExecutive Assistant
factThe subject's own site
→ Christopher McKinneyPersonManaging Director, Healthcare
factThe subject's own site
→ Ewelina MeczkowskaPersonDirector, Management Company
factThe subject's own site
→ Idelie AdamiakPersonExecutive Assistant
factThe subject's own site
→ Aka AkapelwaPersonSenior Associate
factThe subject's own site
→ Christopher William AndersonPersonSenior Partner, Healthcare
factThe subject's own site
→ Taryn AndersonPersonAdministrative Assistant
factThe subject's own site
→ Julia BartleyPersonSenior Associate, Investor Relations
factThe subject's own site
→ Alissa BelcastroPersonVice President, Legal Operations
factThe subject's own site
and 50 more

Dated events

26 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 4, 2026
Firm news
Sentinel Capital Partners Acquires DecoPac
The subject's own siteobserved 7 days ago
Occurred
Aug 4, 2026
Firm news
Kohlberg and Riveron Announce Strategic Investment in Cuesta Partners to Expand into AI and Data Advisory Services
The subject's own siteobserved 7 days ago
Occurred
Aug 4, 2026
Firm news
Kohlberg Announces Sale of ENTRUST Solutions Group to Leidos for $2.4 Billion
The subject's own siteobserved 7 days ago
Occurred
Aug 4, 2026
Firm news
Worldwide Clinical Trials Enters Definitive Agreement to Acquire Catalyst Clinical Research
The subject's own siteobserved 7 days ago
Occurred
Aug 4, 2026
Exit
Kohlberg Announces Sale of ENTRUST Solutions Group to Leidos for $2.4 Billion
ENTRUST Solutions Group News and newswireobserved 7 days ago
Occurred
Aug 4, 2026
Transaction announced
Kohlberg Announces Sale of ENTRUST Solutions Group to Leidos for $2.4 Billion
News and newswireobserved 7 days ago
Occurred
Jan 20, 2026
Transaction announced
Worldwide Clinical Trials Enters Definitive Agreement to Acquire Catalyst Clinical Research
News and newswireobserved 6 days ago
Occurred
Jan 1, 2024
Person joined
John a Forrey joined Schedule A of Kohlberg & Company as Partner
Form ADVobserved 7 days ago
Occurred
Jan 1, 2024
Person joined
Albert Edward Scheer joined Schedule A of Kohlberg & Company as Partner
Form ADVobserved 7 days ago
Occurred
Jan 1, 2024
Person joined
Benjamin Yu joined Schedule A of Kohlberg & Company as Partner
Form ADVobserved 7 days ago
Occurred
Jan 1, 2024
Person joined
Bartlett Harwood joined Schedule A of Kohlberg & Company as Partner
Form ADVobserved 7 days ago
Occurred
Jan 1, 2023
Person joined
Moira Ann O'Reilly joined Schedule A of Kohlberg & Company as Chief Technology Officer
Form ADVobserved 7 days ago
Occurred
Oct 1, 2022
Person joined
Jessica Hoffman Brennan joined Schedule A of Kohlberg & Company as Partner, Head Of Strategy & Investor Relations
Form ADVobserved 7 days ago
Occurred
Apr 1, 2022
Person joined
Eric Michael Bilmes joined Schedule A of Kohlberg & Company as Partner, Credit & Structured Equity
Form ADVobserved 7 days ago

Show 26 bookkeeping events

Occurred
May 22, 2026
Kohlberg & Company: Private Equity Funds on Form ADV 25 (2024 extract) -> 33 (roster 2026-09-01)
Occurred
Mar 28, 2024
Fund 805-9152808558 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 28, 2024
Fund 805-8281238831 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 28, 2024
Fund 805-5228428897 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 28, 2024
Fund 805-8224989861 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 28, 2024
Kohlberg Buckeye Partners, L.P. first reported on Form ADV by Kohlberg & Company (Private Equity Fund), GAV $25,747,129
Occurred
Mar 27, 2023
Fund 805-3613854546 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 27, 2023
Fund 805-6295199017 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 27, 2023
Fund 805-2774614844 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 27, 2023
Fund 805-4071908612 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 27, 2023
Fund 805-3936301507 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 27, 2023
Fund 805-9921106114 no longer reported on Form ADV by Kohlberg & Company
Occurred
Sep 7, 2022
Kohlberg Investors X-B, L.P. first reported on Form ADV by Kohlberg & Company (Private Equity Fund)
Occurred
Sep 7, 2022
Kohlberg Te Investors X-B, L.P. first reported on Form ADV by Kohlberg & Company (Private Equity Fund)
Occurred
Sep 7, 2022
Kohlberg Investors X-C, L.P. first reported on Form ADV by Kohlberg & Company (Private Equity Fund)
Occurred
Sep 7, 2022
Kohlberg Te Investors X, L.P. first reported on Form ADV by Kohlberg & Company (Private Equity Fund)
Occurred
Sep 7, 2022
Kohlberg Investors X, L.P. first reported on Form ADV by Kohlberg & Company (Private Equity Fund)
Occurred
Sep 7, 2022
Koco Investors X, L.P. first reported on Form ADV by Kohlberg & Company (Private Equity Fund)
Occurred
Sep 7, 2022
Kohlberg Partners X, L.P. first reported on Form ADV by Kohlberg & Company (Private Equity Fund)
Occurred
Mar 30, 2022
Fund 805-3385304077 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 30, 2022
Fund 805-3857993183 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 30, 2022
Fund 805-7135381623 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 30, 2022
Fund 805-7573871006 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 30, 2022
Fund 805-7456969941 no longer reported on Form ADV by Kohlberg & Company
Occurred
Mar 30, 2022
Kohlberg Investors VII Cv, L.P. first reported on Form ADV by Kohlberg & Company (Private Equity Fund), GAV $676,279,723
Occurred
Mar 30, 2022
Fund 805-9701389909 no longer reported on Form ADV by Kohlberg & Company

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Lucas Ojea Quintana (Associate), Clay Ostrover (Associate), James Andrew Kohlberg (Chairman), Amy Maser (Executive Assistant & Office Manager), Moira O’Reilly (Chief Technology Officer), Tyler Montoya (Vice President, Investor Relations), Julia Kim (Director, Funds), Christie Klauberg (Vice President, Credit & Capital Markets), Seungy Lim (Associate, Credit), Benjamin Jauyi Mao (Senior Partner, Services), Lauren Noe (Senior Associate, Investor Relations), Catherine (Kit) McNiff (Senior Associate).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:a7e1fcc1-f168-4444-bdf3-5b1d3a3de5c7
First observed: Sep 13, 2026
Last observed: Sep 21, 2026 3 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Kohlberg & Company

Private Equity

Mount Kisco, NY

Kohlberg is a leading middle market private equity firm based in Mount Kisco, New York

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:a7e1fcc1-f168-4444-bdf3-5b1d3a3de5c7

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.