Company Profile · FY2025 10-K KKR · NYSE
KKR & Co. Inc.
subscription mature-market
Net revenue
$4.1B
↑ 11% vs prior year
Gross margin
N/A
Net debt
N/A
Free cash flow
N/A
1976 2025
1976 KKR Founded
1981 Major Pension Funds Join
1988 RJR Nabisco Mega Deal
1990 RJR Financial Restructuring
1996 Record $6 Billion Fund
1998 Regal Cinemas Purchased
2004 Toys R Us Acquisition
2006 Buyout Boom Begins
2007 TXU Energy Record Deal
2007 IPO Attempt Fails
2009 KKR Goes Public
2011 Samson Oil and Gas Investment
2021 Global Atlantic Acquisition
2024 Global Atlantic Full Ownership
2025 744 Billion AUM Milestone
Wikipedia history · XBRL financial data

KKR is in the business of managing other people's money, and charging fees to do it. The firm collects capital from pension funds, insurance companies, sovereign wealth funds, and individual investors across 65 countries, then deploys that capital into private equity, real estate, infrastructure, and credit strategies. It earns recurring management fees based on how much it manages, performance fees called carried interest when investments pay off, and transaction fees when it arranges financing. It also owns Global Atlantic, an insurance company that collects premiums from policyholders and invests them to earn a spread. As of December 31, 2025, KKR managed $744 billion in assets under management across these businesses. The diagram below traces where the money goes.

How KKR Makes Money
flowchart TD A["Investor Capital Commitments $744B AUM"] --> B["Deploy Across Asset Classes Private Equity, Real Assets, Credit"] B --> C["Management Fees $2.5B annually"] B --> D["Investment Gains Realizations & Carried Interest"] C --> E["Operating Earnings $4.1B revenue"] D --> E B --> F["Capital Markets Fees $0.9B transactions"] F --> E E --> G["Reinvest in Fund Growth $30B firm capital deployed"] G --> A B --> H["Global Atlantic Insurance $219B AUM, 3.5M policyholders"] H --> I["Insurance Investment Spread Asset yield minus benefit costs"] I --> E

Five years of financial data tell a story of a firm in transition. Revenue has grown from $2.9 billion in 2021 to $4.1 billion in 2025, a steady climb driven largely by rising management fees. Those fees hit $4.1 billion in 2025 across the asset management business, up from lower levels earlier in the period. But the cash flow picture is more complicated. Operating cash flow was deeply negative in 2021 and 2022, swung to a strongly positive $6.6 billion in 2024, then fell back to just $0.5 billion in 2025. That kind of volatility is not unusual for a firm that invests its own capital alongside clients, but it means the cash available in any given year can look very different from the underlying fee business.

KKR Revenue ($ billions), 2021 to 2025
2021
$2.9B
2022
$2.8B
2023
$3.0B
2024
$3.7B
2025
$4.1B
Revenue has grown steadily, anchored by rising management fees across Private Equity, Real Assets, and Credit and Liquid Strategies.

The composition of what KKR manages has shifted dramatically. Ten years ago, traditional private equity was more than 70% of total assets under management. By the end of 2025, it was less than 25%. Credit and Liquid Strategies now represent the largest slice at $322 billion, followed by Private Equity at $229 billion and Real Assets at $192 billion. Infrastructure alone grew from $17 billion in 2020 to $100 billion by end of 2025. This diversification matters because each strategy charges different fee rates and has different sensitivity to market conditions. A broader mix means KKR is less dependent on any single bet.

$744B
Total assets under management as of December 31, 2025, spanning Credit, Private Equity, and Real Assets across 36 global offices.
What is carried interest?
Carried interest is the share of profits that KKR keeps when an investment fund does well. If a fund earns more than a set minimum return, KKR typically gets 10 to 20% of those gains on top of its regular management fee. This income only arrives when investments are actually sold, so it can be lumpy and hard to predict from year to year.

The addition of Global Atlantic changed KKR's financial profile in a meaningful way. KKR acquired a majority stake in early 2021 and took full ownership on January 2, 2024. Global Atlantic serves over 3.5 million policyholders and held $219 billion of the firm's total $744 billion in assets under management as of year-end 2025. The insurance business earns money by collecting premiums and investing them, aiming to earn more on those investments than it owes policyholders. KKR's investment expertise is supposed to make Global Atlantic's portfolio perform better than a typical insurer's. But insurance also brings complexity: Global Atlantic must hold large amounts of capital to cover long-term promises to policyholders, and the firm must comply with strict regulations across multiple jurisdictions.

2024
milestone
KKR Takes Full Ownership of Global Atlantic
On January 2, 2024, KKR completed its purchase of the remaining stake in Global Atlantic, bringing ownership to 100%. This cemented insurance as a permanent, large-scale part of KKR's business rather than a minority investment. Global Atlantic now contributes $219 billion to total AUM and adds a recurring income stream from policyholder premiums, but it also significantly increases KKR's exposure to insurance regulation and long-duration liability risk.

Net debt has grown substantially over the period. It moved from a net cash position of negative $10.1 billion in 2021, meaning KKR held more cash than debt, to net debt of $36.0 billion by end of 2025. Much of this reflects the consolidation of Global Atlantic's balance sheet and the capital-intensive nature of running an insurance company. This is not the same as a regular company borrowing to fund operations, but it does mean KKR's balance sheet is far larger and more complex than it was four years ago.

$10.1B (net cash)
Net Debt 2021
$36.0B
Net Debt 2025
The balance sheet expanded sharply after full consolidation of Global Atlantic, reflecting insurance liabilities rather than traditional corporate borrowing.

KKR faces several specific, documented risks worth naming plainly. First, the firm leans heavily on third-party technology and data providers. If those providers fail or suffer a cyberattack, KKR's operations could halt and its reputation with investors could suffer. Second, KKR operates across dozens of countries, which exposes it to wars, trade barriers, and political instability. The firm's own filings name the Russian invasion of Ukraine and Middle East conflicts as active threats to the value of some investments. Third, Global Atlantic's strategy is shifting toward longer-duration and less liquid assets like private equity and real assets. If those investments underperform, or if regulators restrict the strategy, the insurance business could face losses. Fourth, KKR needs steady access to credit markets. If those markets freeze and KKR cannot refinance debt, it could be forced to sell assets at bad prices.

Approximately 92% of KKR's AUM consists of capital with a duration of at least eight years at inception, including perpetual capital with no fixed end date. This gives the firm unusual flexibility on when to sell investments, but it also means investors in those vehicles cannot easily get their money back.
What is private wealth, and why does it matter to KKR?
Private wealth refers to money held by individual investors rather than large institutions like pension funds. KKR has been building products specifically for this group, including its K-Series vehicles, which had $34 billion in assets under management by end of 2025. Reaching individual investors opens a much larger pool of potential capital, but it also requires different distribution channels and product structures than institutional fundraising.

The private wealth push is one of the clearest growth bets in the business. K-Series AUM grew significantly over the past three years according to KKR's own filings. The firm also launched a strategic partnership with Capital Group in April 2025, offering public-private products to individual investors through Capital Group's distribution network. KKR is also developing target date fund solutions and public-private model portfolios alongside Capital Group. These are not guaranteed revenue streams yet. They depend on whether individual investors actually allocate meaningful capital to private market vehicles at scale, and whether the regulatory environment allows it.

$930M
Capital markets transaction fees generated in 2025, diversified by geography and source across KKR's global capital markets business.

Capital markets transaction fees have grown substantially over time, from $184 million in an earlier period shown in the filings to $490 million and then $757 million before reaching $930 million in 2025. This business line earns fees by arranging debt and equity financing for KKR's own portfolio companies and for outside clients. It is more cyclical than management fees because it depends on deal activity, which slows when markets are stressed. The firm acknowledged in its 2025 filing that trade policy uncertainty and tariff concerns beginning in March 2025 added volatility and risk to capital markets activity, deal pacing, and fundraising.

$30B
Amount that KKR and its employees have invested or committed to KKR's own funds and portfolio companies, including $15 billion from the firm's own balance sheet.
The Bet
KKR can keep growing its fee-paying asset base fast enough, and keep Global Atlantic's investment portfolio performing well enough, that the recurring fee income and insurance spread together compound into a durable earnings engine regardless of what carried interest does in any given year. This assumes that individual investors continue to shift meaningful capital into private market vehicles, that Global Atlantic's longer-duration investment strategy delivers the returns it promises without triggering regulatory pushback, and that KKR's global deal platform keeps attracting institutional capital even as geopolitical uncertainty makes cross-border investing harder. If any of those three assumptions breaks down, the growth story becomes much harder to sustain.
Open question
KKR has built a genuinely complex machine: an asset manager, an insurance company, a capital markets business, and a balance sheet investor, all woven together and presented as mutually reinforcing. The management fees are growing, the AUM is large and increasingly diversified, and the private wealth channel is just beginning to open up. But the operating cash flow swings wildly from year to year, net debt has grown to $36 billion, and Global Atlantic's long-duration investment shift is still unproven at scale. Can KKR turn the Global Atlantic insurance engine and the private wealth push into stable, recurring earnings growth, or will the complexity and capital requirements of running an insurance company at this scale create problems that offset the fee business gains?
[1] KKR 10-K Item 1 Business Description, December 31, 2025
[2] KKR 10-K Item 7 MD&A, December 31, 2025
[3] KKR XBRL Financial Data 2021 to 2025
[4] KKR 10-K Risk Factors, December 31, 2025
Compiled · 10-K · FY2025
Total Revenue (5-year)
2021
$2.9B
2022
$2.8B
2023
$3.0B
2024
$3.7B
2025
$4.1B
Revenue grew from $2.9B in 2021 to $4.1B in 2025, a 43% increase over 5 years.
XBRL · Total revenue · Segment breakdown not reported separately
Gross margin is not applicable for banks, they earn through interest spread and fees, not product sales.
Operating Cash Flow (5-year)
2021
−$7.2B
2022
−$5.3B
2023
−$1.5B
2024
$6.6B
2025
$0.5B
For banks, operating cash flow reflects loan origination and funding activity, not day-to-day profitability.
Cash Conversion
0.2×
XBRL · 10-K Financial Statements · FY2025
FY2025
$36B
↑ 4% year over year
FY2024
$35B
Banks hold large amounts of debt by design, they borrow cheaply (deposits, bonds) and lend at higher rates. The gap between those two rates is how they make money. Net debt figures here reflect that funding structure, not financial stress.
XBRL · Balance Sheet · 10-K · FY2025

Executive compensation data not available.

DEF 14A · Proxy Statement
Jun 5, 2026
KKR Group Partnership L.P.
Disc.
$857.49M
Mar 4, 2026
BARAKETT TIMOTHY R
Buy
$4.72M
Mar 4, 2026
KKR Group Partnership L.P.
Disc.
$807.55M
Feb 27, 2026
NUTTALL SCOTT C
CEO
Buy
$4.39M
Feb 27, 2026
BAE JOSEPH Y
CEO
Buy
$4.43M
Mar 2, 2026
Dillon Mary N
Buy
$2.02M
Feb 17, 2026
Cohler Matt
Buy
$4.51M
Feb 17, 2026
BAE JOSEPH Y
CEO
Buy
$2.29M
Feb 17, 2026
BAE JOSEPH Y
CEO
Buy
$0.88M
Feb 17, 2026
BAE JOSEPH Y
CEO
Buy
$6.50M
16 purchases and 65 sales by insiders over the past two years.
Form 4 · SEC filings · Last 24 months
ROBERTS GEORGE R
9.9%
KRAVIS HENRY R
9.4%
Vanguard Group
6.8%
BlackRock
4.9%
State Street
3.2%
Fidelity (FMR LLC)
2.1%
Wellington Management
2.0%
Capital Research Global
1.9%
ROBERTS GEORGE R is the largest institutional holder with 9.9% of shares outstanding.
13F filings
Business Model
KKR depends heavily on third-party service providers for critical functions like technology, accounting, and data processing. If these providers experience disruptions, cyber attacks, or failures, KKR's operations could stop and the company could face major financial losses and damage to its reputation with investors.
Geopolitical
KKR has investments and operations worldwide and is exposed to risks from wars, trade barriers, sanctions, and political instability such as the Russian invasion of Ukraine and Middle East conflicts. These events can directly harm the value of KKR's investments and make it harder to do business in affected regions.
Insurance Operations
KKR's Global Atlantic insurance subsidiary must hold large amounts of capital to cover long-term promises to policyholders and comply with strict regulatory requirements. If investments backing insurance policies perform poorly or policyholders behave differently than expected, KKR could suffer significant losses.
Business Strategy
KKR is shifting its insurance business toward longer-duration investments including private equity and real assets. This strategy could reduce earnings in the near term and faces risks that these investments may not deliver expected returns or that regulatory changes could limit the strategy's success.
Liquidity and Financing
KKR needs significant cash to operate its businesses and meet policyholder obligations. If credit markets freeze or KKR cannot refinance its debt on acceptable terms, the company may be forced to sell assets at losses or face inability to meet financial obligations.
10-K Item 1A · Risk Factors
Cash vs earnings
AR growth
Inventory
Share dilution
Debt trend
One-time charges
Goodwill
Customer conc.
Nothing flagged.
10-K · XBRL · Computed signals