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KOHLBERG & COMPANY

MOUNT KISCO, NY · CRD 160745 · IAPD ↗ · kohlberg.com · 914-241-7430

$17.15BRegulatory AUM
60Advisory reps
91Employees
2Clients
n/aPlanning clients
37Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

63
April 2025 — KOHLBERG & COMPANY grew from 50 to 58 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.