Kohlberg Kravis Roberts & Co. (Fixed Income) LLC is a large advisory firm based in San Francisco. It manages $14.76 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.
Kohlberg Kravis Roberts & Co. (Fixed Income) provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kohlberg Kravis Roberts & Co. (Fixed Income) LLC is $14.76 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kohlberg Kravis Roberts & Co. (Fixed Income) LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kkr Management Holdings L.P. joined the executive team most recently as the General Partner.
The principal office where Kohlberg Kravis Roberts & Co. (Fixed Income) LLC performs its advisory services is located at 555 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-315-3620 or by fax 415-391-3077. The normal business hours are 6:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.kkrfinancial.com.