KKR · ORION CURATED

KKR Private Equity Conglomerate Fund (PEC)

Evergreen access to KKR's flagship private equity strategy — diversified buyout, growth, secondary, and core PE in a single perpetual capital vehicle. Designed for accredited investors who want PE exposure without traditional drawdown commitments.

AUM
$3.4B
Target Return
12–15%
Minimum
$50K
Liquidity
Qtrly
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Fund typeEvergreen 3(c)(7)
Investor typeAccredited
Mgmt fee1.50%
Incentive fee15% over 5%
SubscriptionMonthly
RedemptionQuarterly, 5% cap
InceptionJul 2023
CustodianPershing

Strategy

KKR PEC provides advisors and their accredited-investor clients with evergreen exposure to KKR's full private equity platform. The fund holds a diversified portfolio of buyout, growth, secondaries, and core PE positions sourced from KKR's institutional funds — giving wealth-channel investors institutional-grade access without the typical 7–10 year lockup of drawdown funds.

Buyout · 55%

Mid-to-large-cap North American and European buyout positions. Operational improvement-led value creation.

Growth Equity · 20%

Late-stage growth companies, primarily in tech, healthcare, and consumer. Sponsor-led growth capital rounds.

Secondaries · 15%

LP-led and GP-led secondaries. Provides liquidity to existing LPs and exposure to mature, de-risked PE assets.

Core PE · 10%

Lower-risk, longer-duration core PE — established businesses with predictable cash flows, lower leverage.

Performance

Net of fees. Annualized. Past performance does not guarantee future results.

0% 5% 10% 15% 20% PEC S&P 500 Q3'23Q4'23Q1'24Q2'24 Q3'24Q4'24Q1'25Q2'25 Q3'25Q4'25Q1'26
YTD
7.8%
Trailing 1yr
14.2%
Since inception (ann.)
13.6%
Realized DPI
0.42x

Data Room

All fund documents — tracked access, versioned, audit trail on every download. Direct sync with KKR's investor portal.

Private Placement Memorandum (PPM)
v2.4 · Updated Feb 2026 · 248 pages
Download
Fund Fact Sheet
Q1 2026 · Updated Apr 2026 · 2 pages
Download
Q1 2026 Quarterly Report
Latest · Released Apr 28, 2026 · 36 pages
Download
Subscription Agreement
Pre-populated with client data via Orion CRM
Open
Form ADV Part 2A
KKR Asset Management · Updated Mar 2026
Download
Side Letter Template
For QPs and institutional investors
Download

Orion DD Notes

From Orion's investment committee review · Q1 2026

  • Manager pedigree: 47-year track record. $500B+ AUM across all strategies. Top-quartile PE returns over the last three vintages.
  • Diversification: 200+ underlying portfolio companies across 4 PE sub-strategies. No single position >3%. Vintage diversification across 2018–2024 cohorts.
  • Alignment: KKR has $1.2B+ of its own balance sheet capital invested alongside LPs in the fund.
  • Third-party validation: Mercer rated A, Wilshire approved, Cliffwater Recommend. Full reports available on request via the Orion DD Hub.
  • Watch item: Quarterly redemption cap of 5%/quarter (20% annualized). Mandatory liquidity discussion before client subscription.

Investment Team

SS
Scott Nuttall
Co-CEO, KKR
JB
Joe Bae
Co-CEO, KKR
PR
Pete Ragauss
Portfolio Manager, PEC

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