KKR Infrastructure Conglomerate LLC 8-K

What Happened

• KKR Infrastructure Conglomerate LLC filed an 8-K (Dec. 29, 2025) disclosing that KKR Infrastructure LLC sold unregistered "Investor Shares" for cash on December 1, 2025 (final share counts determined Dec. 19, 2025). The sales raised aggregate consideration of $231,542,194.
• The breakdown: Class I — 4,144,135 shares for $124,265,607; Class S — 3,437,960 shares for $103,019,517; Class D — 142,099 shares for $4,257,070. Share and dollar amounts are rounded to the nearest whole number.
• The offer and sale were exempt from registration under Section 4(a)(2) of the Securities Act, including Regulation D (accredited investors) and/or Regulation S (non‑U.S. investors).

Key Details

• Total raised on Dec. 1, 2025: $231,542,194.
• Since the company’s June 1, 2023 inception through this filing date, it has sold approximately $5,839 million (~$5.84 billion) of shares for cash in its continuous private offering.
• The related Infrastructure K‑Series Platform (KKR-managed co-invest vehicles) sold interests for approximately $534 million on Dec. 1, 2025 and about $10,625 million (~$10.63 billion) since inception.
• Filing signed by Sung Bum Cho, General Counsel & Secretary, on Dec. 29, 2025; amounts exclude any share repurchases or distribution reinvestment issuances.

Why It Matters

• This filing documents a material private capital raise ($231.5M) that increases the company’s cash proceeds and expands issued shares under its continuous private offering.
• The disclosure signals ongoing capital‑raising activity through KKR’s Infrastructure K‑Series Platform and provides context on the scale of fundraising since inception (~$5.84B for the company; ~$10.63B for the platform), which can affect shareholders through dilution and indicates active investment deployment strategies by KKR-managed vehicles.