HELLMAN & FRIEDMAN LLC
Latest filing: Mar 28, 2025 (110 days ago)
AUM
$107,490,500,000
2% change vs. 1 year ago
24% change vs. 3 years ago
120% change vs. 5 years ago
329% change vs. 10 years ago
Employee Count
120
0% change vs. 1 year ago
26% change vs. 3 years ago
41% change vs. 5 years ago
50% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
415 MISSION STREET, SAN FRANCISCO, CA, UNITED STATES, 94105
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $99.9 |
| Non-Discretionary | $7.6 |
| Total | $107.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $107.5 |
| Institutional | $0.0 |
| Total | $107.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| 09.5 PADDINGTON INVESTORS, L.P. | $0.0 | - | |
| 10.1 HELLMAN & FRIEDMAN INVESTORS X, L.P. | $0.0 | - | |
| 09.4 SAMSON INVESTORS, L.P. | $0.0 | - | |
| 08.1 HELLMAN & FRIEDMAN INVESTORS VIII, L.P. | $0.0 | - | |
| 09.2 H&F ARROW GP, LLC | $0.0 | - | |
| 11.1 HELLMAN & FRIEDMAN INVESTORS XI, L.P. | $0.0 | - | |
| 09.1 HELLMAN & FRIEDMAN INVESTORS IX, L.P. | $0.0 | - | |
| 09.3 SAMSON INVESTMENT GP, LLC | $0.0 | - | |
| 07.1 HELLMAN & FRIEDMAN INVESTORS VII, L.P. | $0.0 | - | |
| 01.1 HELLMAN & FRIEDMAN LLP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
26 active
| Name | Title |
|---|---|
| HAMMARSKJOLD, PHILIP, ULFSSON | EXECUTIVE CHAIRMAN, PARTNER AND MEMBER |
| HEALY, PATRICK, JOHN | CHIEF EXECUTIVE OFFICER AND PARTNER |
| PARK, ARRIE, ROH | CHIEF LEGAL OFFICER AND PARTNER |
| KLEINMAN, BLAKE, CHRISTOPHER | PARTNER AND MEMBER |
| THORPE, ALLEN, RUSSELL | PARTNER AND MEMBER |
| TUNNELL, DAVID, RANDOLPH | PARTNER AND MEMBER |
| WATT, TREVOR, RICHARD | PARTNER |
| GOETZ, STEFAN | PARTNER |
| DOYLE, BRIAN, DEAN | PARTNER |
| SHER, JUDD, ANDREW | CHIEF FINANCIAL OFFICER AND PARTNER |
| ROWOLD, SHERYL, LYNN | CHIEF COMPLIANCE OFFICER |
| PHILBRICK, PAUL, HUNTER | PARTNER AND MEMBER |
| WASIM, TARIM | PARTNER AND MEMBER |
| ADVANI, DEEPAK, MOHAN | PARTNER |
| BANKS, STUART, DAVID | PARTNER |
| SAUREL, LEONORA, OLIVIA | PARTNER |
| FARKAS, BENJAMIN, ARI | PARTNER |
| NARANG, SAMEER | PARTNER |
| DANIELS, SUSANNA, WHITE | PARTNER |
| NEAL, ANNMARIE | PARTNER |
| KORP, JOHANNES | PARTNER |
| ENSLEY, STEPHEN, HOUSTON | PARTNER |
| BISCHOPING, GARY, EDWARD | PARTNER |
| BEST, JACOB, DAVID | PARTNER |
| MOTTE, ADRIEN, GODEFROY ALEXANDRE | PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $107.5 | $0.0 | 0% | 120 | 0 | 0% |
| 2025-04-21 | $107.5 | $0.0 | 0% | 120 | 0 | 0% |
| 2024-04-02 | $105.7 | $1.8 | 2% | 120 | 0 | 0% |
| 2023-04-04 | $75.3 | $32.1 | 43% | 110 | 10 | 9% |
| 2022-04-01 | $86.7 | $20.8 | 24% | 95 | 25 | 26% |
| 2021-04-05 | $52.4 | $55.1 | 105% | 95 | 25 | 26% |
| 2020-04-01 | $48.9 | $58.6 | 120% | 85 | 35 | 41% |
| 2019-04-01 | $44.9 | $62.6 | 139% | 80 | 40 | 50% |
| 2018-04-02 | $28.9 | $78.6 | 272% | 80 | 40 | 50% |
| 2017-04-01 | $25.4 | $82.1 | 323% | 85 | 35 | 41% |
| 2016-04-01 | $24.8 | $82.7 | 333% | 80 | 40 | 50% |
| 2015-04-01 | $25.1 | $82.4 | 329% | 80 | 40 | 50% |
| 2014-04-01 | $17.6 | $89.9 | 511% | 75 | 45 | 60% |
| 2013-04-01 | $16.3 | $91.2 | 559% | 70 | 50 | 71% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-03/30/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV