KOHLBERG KRAVIS ROBERTS & CO. L.P. – Your Trusted Financial Expert
KOHLBERG KRAVIS ROBERTS & CO. L.P. (KKR) is a globally renowned financial services firm that provides expert advice and support to clients seeking to grow and manage their wealth. With a team of highly experienced professionals and a proven track record of success, KKR is dedicated to providing top-notch financial guidance and superior service. While the firm’s name may not be familiar to most people, it has a strong reputation in the financial industry, serving numerous clients around the world.
How does the advisor help clients – Key Takeaways:
- KKR provides expert financial guidance and support to clients seeking to grow and manage their wealth.
- The firm’s team of highly experienced professionals has a proven track record of success.
- KKR is dedicated to providing top-notch financial guidance and superior service.
- The firm serves numerous clients around the world and has a strong reputation in the financial industry.
Facts and Insights
Founded in 1976, KKR has more than 45 years of experience in the financial industry. The firm has a global presence, with offices in 21 countries. KKR specializes in private equity, credit, and hedge fund investments, providing clients with a wide range of financial services to help them achieve their financial goals.
As of December 31, 2020, KKR reported $252 billion in assets under management (AUM), with more than 500 investment professionals and approximately 1,600 employees worldwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $252 billion (as of December 31, 2020) | More than 500 | 45+ years |
Financial Services Offered
KKR offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include private equity, credit, and hedge fund investments, as well as asset management, capital markets, and real estate investments. KKR also provides strategic financial planning, risk management, and capital structuring services to its clients.
Client Types
KKR serves a diverse group of clients, including individuals, families, institutions, and corporations. The firm caters to clients of all sizes, from high-net-worth individuals to large corporations, and has a strong reputation for providing personalized and tailored financial solutions to meet their unique needs.
Fees & Compensation
KKR charges fees for its financial services based on the type and complexity of the services provided, as well as the assets under management. The firm’s fee schedule is transparent and disclosed to clients upfront, ensuring complete transparency and fairness in its fee structure.
Background
KKR was founded by Jerome Kohlberg Jr., Henry Kravis, and George Roberts, who are considered pioneers in the private equity industry. The firm’s founders initiated the leveraged buyout (LBO) approach, which involves acquiring companies using a combination of equity and debt, resulting in significant returns for investors. KKR’s success in the private equity industry has solidified its reputation as a leading financial services firm.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is crucial to have full transparency and understanding of the firm’s policies and procedures. KKR is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest or disciplinary actions on their website or Form ADV. Additionally, KKR’s advisors are held to a fiduciary standard and are committed to acting in the best interests of their clients at all times.