Kelso & Company, L.P
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Overview
Kelso & Company, L.P operates as a financial advisory firm headquartered in New York, New York. It has $15.3 billion in assets throughout 51 accounts, placing it among the largest firms in the United States by assets under management (AUM). The firm has an average-sized team, including 39 financial advisors. Kelso & Company, L.P does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like options, equities and bonds.
Kelso & Company, L.P oversees all of its client assets on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell choices without needing to seek client authorization. The company administers an average of $300.5 million for every account. An average advisor at Kelso & Company, L.P manages around one client account, making it one of the most personalized firms in the country.
The firm's headquarters is located at 299 Park Avenue, New York, New York 10171.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kelso & Company, L.P by the Numbers
$15.3 billion
59
51
$300.5 million
Fee Structure
A financial advisor's fees largely are based on which services the firm provides the client. Fee types charged by the firm most likely include the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Kelso & Company, L.P caters to pooled investment vehicles. Out of its 51 accounts, Kelso & Company, L.P's largest client type by number of accounts is pooled investment vehicles. Around 21% of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Kelso & Company, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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