AUMdb

Kkr Registered Advisor Llc

SEC-registered Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) CRD 309284 · SEC file 801-119014 · New York, NY · WWW.KKR.COM
☆ Save with Pro ADV data as of Apr 01, 2026
Regulatory AUM
$1.5B
Discretionary
$1.5B
Clients
1
Avg AUM / client
$1.5B
Accounts
1
Employees
26

AUM over time

$0 $1.6B
Jun 2020 Dec 2025

Annual snapshots from Form ADV filings · as of Apr 01, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $1.5B 100.0%

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Bae, Joseph, Yong Co Chief Executive Officer Jul 2017 (9y) Less than 5%
Nuttall, Scott, Charles Co Chief Executive Officer Jul 2017 (9y) Less than 5%
Lewin, Robert, Howard Chief Financial Officer Jan 2020 (7y) Less than 5%
Breckenridge, Robert, Lewis Chief Compliance Officer Apr 2020 (6y) Less than 5%
Sudol, Kathryn, King Chief Legal Officer Sep 2022 (4y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Kohlberg Kravis Roberts & Co. L.P. Member Jun 2004 A 75% or more
Kkr Group Partnership L.P. Limited Partner Of Kohlberg Kravis Roberts & Co. L.P. And Sole Shareholder Of Kkr Holdco Llc Jan 2020 B ≈ 56.25% – 100% via Kohlberg Kravis Roberts & Co. L.P.
Kkr Holdco Llc Sole Member Of Kkr & Co. Gp Llc Jan 2020 B 75% or more of Kkr & Co. Gp Llc (indirect)
Kkr Group Co. Inc. Shareholder Of Kkr Group Holdings Corp. Jul 2018 B 75% or more of Kkr Group Holdings Corp. (indirect)
Kkr & Co. Inc. Shareholder Of Kkr Group Co. Inc. May 2022 B 75% or more of Kkr Group Co. Inc. (indirect)
Kkr Group Holdings L.P. Limited Partner Of Kkr Group Partnership L.P. Jan 2020 B ≈ 14.06% – 50% via Kkr Group Partnership L.P.
Kkr & Co. Gp Llc General Partner Of Kohlberg Kravis Roberts & Co. L.P. Jan 2020 B GP / trustee / elected manager of Kohlberg Kravis Roberts & Co. L.P. (indirect)
Kkr Group Holdings Corp. General Partner Of Kkr Group Holdings L.P. May 2022 B GP / trustee / elected manager of Kkr Group Partnership L.P. (indirect)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Kkr Group Partnership L.P.: 75% – 100% of Kohlberg Kravis Roberts & Co. L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Kkr Group Holdings L.P.: 25% – 50% of Kkr Group Partnership L.P. × 75% – 100% of Kohlberg Kravis Roberts & Co. L.P. × 75% – 100% direct ≈ 14.06% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/01/2026 1.9 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for investment companies

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.

View current Form ADV (SEC/IAPD) ↗