KKR Infrastructure Conglomerate LLC 8-K

What Happened
KKR Infrastructure Conglomerate LLC (Item 3.02) filed an 8-K on January 27, 2026 disclosing that KKR Infrastructure LLC sold unregistered shares (the “Investor Shares”) for cash on January 2, 2026 (final numbers determined January 21, 2026). The Company sold 4,234,422 Class I shares for $126,859,046; 4,108,437 Class S shares for $123,116,286; and 202,216 Class D shares for $6,054,400 — a total of $256,029,732. 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). Since its June 1, 2023 inception through this filing, the Company has sold approximately $6,094 million of shares for cash in its continuous private offering.

The filing also reports activity by the Infrastructure K-Series Platform (the Company together with certain other KKR-managed vehicles). On January 2, 2026 the Platform sold interests for approximately $632 million; since inception the Platform has sold interests for approximately $11,257 million. The disclosed amounts do not reflect any share repurchases or shares issued under distribution reinvestment plans.

Key Details

• Date of sale: January 2, 2026 (final share counts determined January 21, 2026); 8-K filed January 27, 2026.
• Shares sold and proceeds: Class I — 4,234,422 shares / $126,859,046; Class S — 4,108,437 / $123,116,286; Class D — 202,216 / $6,054,400; Total — $256,029,732.
• Legal basis: Exempt from registration under Section 4(a)(2), via Regulation D and/or Regulation S.
• Platform activity: Infrastructure K-Series Platform sold ~ $632M on Jan 2, 2026; platform total sales since inception ~ $11,257M.

Why It Matters
This filing documents a sizable private capital raise ($256.0M) for KKR Infrastructure LLC and significant parallel activity across the Infrastructure K-Series Platform (~$632M on the same date). For investors, these sales indicate continuing capital formation through private placements (primarily to accredited and non-U.S. investors), which can affect the company’s capital base and outstanding share count. Because these were unregistered private sales, liquidity for those shares is limited compared with public offerings. Retail investors should monitor the Company’s subsequent disclosures (periodic reports or investor notices) for effects on per-share metrics, any share repurchases, and how newly raised capital is deployed.