The KELSO INVESTMENT ASSOCIATES GROUP is a privately held investment adviser that advises $90.41Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. KELSO INVESTMENT ASSOCIATES GROUP is a Public/Private Fund Assets increased by 9.18% over the last 5-years.
The Group has been registered with the SEC for 51.53 years and is comprised of 5 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 220 EAST LAS COLINAS BLVD., SUITE 1200, IRVING, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 204 employees comprised of 49 investment and 155 non-investment staff. The total number of Employees increased by 70% over the last 5-years.
Their $90.41Bn in assets advised are owned by 13 private funds, 29 public funds and BDCs and 500 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $27.81Bn or 30.76% of Total Assets and Corporations or Other Businesses own $26.38Bn or 29.18% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Multi Strat, representing 45.33%, 42.91% and 11.76% of total assets, respectively.
They advise 9 types of clients, top clients are Pension and Profit Sharing Plans-Private and Corporations or Other Businesses.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 3 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 36 private funds with $21.67Bn in assets.
The Group discloses management fees and performance-based fees.
KELSO INVESTMENT ASSOCIATES GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.