Hedge Fund Database

HELLMAN & FRIEDMAN LLC

Adviser information for HELLMAN & FRIEDMAN LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 120
Investment Advisory/Research 70
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 41 $105.4B
Non-Discretionary 1 $300.6M
Total 42 $105.7B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 42 $105.7B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 79

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMCARRIED INTEREST; PROFITS INTEREST
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-73341
SEC ERA File Number 801-73341
SEC CIK Numbers 1462335
SEC CRD Numbers 158614
Legal Entity Identifier 549300ZYCD4H1RJY3W10

Principal Office

415 MISSION STREET
SUITE 5700
SAN FRANCISCO
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 415-788-5111, Fax: 415-788-0176

Websites

hf.com www.linkedin.com/company/hellman-&-friedman

Chief Compliance Officer

SHERYL L. ROWOLD
DEPUTY GENERAL COUNSEL
415 MISSION STREET
SUITE 5700
SAN FRANCISCO
CA
United States
Tel: 415-788-5111
Fax: 415-788-0176
(Full email address available in API data)

Regulatory Contact

ARRIE R. PARK
CHIEF LEGAL OFFICER, PARTNER AND MANAGING DIRECTOR
415 MISSION STREET
SUITE 5700
SAN FRANCISCO
CA
United States
Tel: 415-788-5111
Fax: 415-788-0176
(Full email address available in API data)

Industry Affiliates

H&F ARROW GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
HELLMAN & FRIEDMAN INVESTORS IX, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
HELLMAN & FRIEDMAN INVESTORS VII, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
HELLMAN & FRIEDMAN INVESTORS VIII, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
HELLMAN & FRIEDMAN INVESTORS X, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
HELLMAN & FRIEDMAN INVESTORS XI, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
HELLMAN & FRIEDMAN LLP Other investment adviser, including financial planners
PADDINGTON INVESTORS, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
SAMSON INVESTMENT GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
SAMSON INVESTORS, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
07.1 HELLMAN & FRIEDMAN CAPITAL PARTNERS VII, L.P. Private Equity Fund $2,065.3M $10.0M 247
07.2 HELLMAN & FRIEDMAN CAPITAL PARTNERS VII (PARALLEL), L.P. Private Equity Fund $762.1M $10.0M 14
07.3 HFCP VII (PARALLEL-A), L.P. Private Equity Fund $135.9M $10.0M 7
07.4 H&F EXECUTIVES VII, L.P. Private Equity Fund $14.8M $0.0M 54
08.1 HELLMAN & FRIEDMAN CAPITAL PARTNERS VIII, L.P. Private Equity Fund $10,395.2M $10.0M 205
08.2 HELLMAN & FRIEDMAN CAPITAL PARTNERS VIII (PARALLEL), L.P. Private Equity Fund $4,666.1M $10.0M 15
08.3 HFCP VIII (PARALLEL-A), L.P. Private Equity Fund $881.7M $10.0M 12
08.4 H&F EXECUTIVES VIII, L.P. Private Equity Fund $266.7M $0.0M 40
08.5 H&F ASSOCIATES VIII, L.P. Private Equity Fund $52.6M $0.0M 65
09.01 HELLMAN & FRIEDMAN CAPITAL PARTNERS IX, L.P. Private Equity Fund $13,871.7M $10.0M 194
09.02 HELLMAN & FRIEDMAN CAPITAL PARTNERS IX (PARALLEL), L.P. Private Equity Fund $9,953.1M $10.0M 114
09.03 HFCP IX (PARALLEL-A), L.P. Private Equity Fund $1,255.2M $10.0M 5
09.04 H&F EXECUTIVES IX, L.P. Private Equity Fund $594.3M $0.0M 77
09.05 H&F EXECUTIVES IX-A, L.P. Private Equity Fund $104.9M $0.0M 52
09.06 H&F ASSOCIATES IX 2019, L.P. Private Equity Fund $7.9M $0.0M 22
09.07 H&F ASSOCIATES IX 2020, L.P. Private Equity Fund $36.5M $0.0M 34
09.08 H&F ASSOCIATES IX 2021, L.P. Private Equity Fund $12.8M $0.0M 34
09.09 H&F ARROW 1, L.P. Private Equity Fund $623.3M $0.0M 52
09.10 H&F ARROW 2, L.P. Private Equity Fund $716.0M $0.0M 26
09.11 SAMSON HOCKEY 1, L.P. Private Equity Fund $458.4M $0.0M 75
09.12 SAMSON HOCKEY 2, L.P. Private Equity Fund $581.8M $0.0M 30
09.13 SAMSON SHIELD 1, L.P. Private Equity Fund $1,328.7M $0.0M 75
09.14 SAMSON SHIELD 2, L.P. Private Equity Fund $1,686.9M $0.0M 37
09.15 SAMSON BRUNELLO 1, L.P. Private Equity Fund $756.3M $0.0M 75
09.16 SAMSON BRUNELLO 2, L.P. Private Equity Fund $962.0M $0.0M 30
09.17 SAMSON PARTNERS, L.P. Private Equity Fund $1,866.4M $0.0M 28
09.18 PADDINGTON PARTNERS, L.P. Private Equity Fund $1,058.7M $0.0M 23
09.19 PADDINGTON PARTNERS 2, L.P. Private Equity Fund $730.4M $0.0M 32
09.20 PADDINGTON PARTNERS 3, L.P. Private Equity Fund $350.0M $0.0M 9
10.01 HELLMAN & FRIEDMAN CAPITAL PARTNERS X, L.P. Private Equity Fund $13,067.7M $10.0M 206
10.02 HELLMAN & FRIEDMAN CAPITAL PARTNERS X (PARALLEL), L.P. Private Equity Fund $11,792.1M $10.0M 185
10.03 HFCP X (PARALLEL-A), L.P. Private Equity Fund $1,240.7M $10.0M 12
10.04 H&F EXECUTIVES X, L.P. Private Equity Fund $623.7M $0.0M 145
10.05 H&F EXECUTIVES X-A, L.P. Private Equity Fund $87.1M $0.0M 56
10.06 H&F ASSOCIATES X, L.P. Private Equity Fund $56.4M $0.0M 45
11.01 HELLMAN & FRIEDMAN CAPITAL PARTNERS XI, L.P. Private Equity Fund $8,052.8M $20.0M 138
11.02 HELLMAN & FRIEDMAN CAPITAL PARTNERS XI (PARALLEL), L.P. Private Equity Fund $13,353.6M $20.0M 201
11.03 HFCP XI (PARALLEL-A), L.P. Private Equity Fund $352.7M $20.0M 8
11.04 H&F EXECUTIVES XI, L.P. Private Equity Fund $323.0M $0.0M 112
11.05 H&F EXECUTIVES XI-A, L.P. Private Equity Fund $52.9M $0.0M 46
11.06 H&F ASSOCIATES XI, L.P. Private Equity Fund $180.0M $0.0M 1
11.07 PARKER CO-INVEST, L.P. Private Equity Fund $300.6M $0.0M 2

Control Persons

Name Type Entity Title Since Ownership
HAMMARSKJOLD, PHILIP, ULFSSON Individual – EXECUTIVE CHAIRMAN, PARTNER AND MEMBER 01/1996 10-25%
HEALY, PATRICK, JOHN Individual – CHIEF EXECUTIVE OFFICER AND PARTNER 01/1999 < 5%
PARK, ARRIE, ROH Individual – CHIEF LEGAL OFFICER AND PARTNER 02/2004 < 5%
KLEINMAN, BLAKE, CHRISTOPHER Individual – PARTNER AND MEMBER 01/2012 5-10%
THORPE, ALLEN, RUSSELL Individual – PARTNER AND MEMBER 01/2004 10-25%
TUNNELL, DAVID, RANDOLPH Individual – PARTNER AND MEMBER 01/2003 10-25%
WATT, TREVOR, RICHARD Individual – PARTNER 01/2011 < 5%
GOETZ, STEFAN Individual – PARTNER 07/2008 < 5%
DOYLE, BRIAN, DEAN Individual – PARTNER 07/2012 < 5%
SHER, JUDD, ANDREW Individual – CHIEF FINANCIAL OFFICER AND PARTNER 06/2012 < 5%
ROWOLD, SHERYL, LYNN Individual – CHIEF COMPLIANCE OFFICER 07/2012 < 5%
PHILBRICK, PAUL, HUNTER Individual – PARTNER AND MEMBER 01/2013 5-10%
WASIM, TARIM Individual – PARTNER AND MEMBER 01/2013 5-10%
ADVANI, DEEPAK, MOHAN Individual – PARTNER 01/2016 < 5%
BANKS, STUART, DAVID Individual – PARTNER 01/2016 < 5%
SAUREL, LEONORA, OLIVIA Individual – PARTNER 01/2016 < 5%
FARKAS, BENJAMIN, ARI Individual – PARTNER 01/2017 < 5%
NARANG, SAMEER Individual – PARTNER 01/2018 < 5%
DANIELS, SUSANNA, WHITE Individual – PARTNER 01/2018 < 5%
NEAL, ANNMARIE Individual – PARTNER 01/2019 < 5%
KORP, JOHANNES Individual – PARTNER 01/2021 < 5%
ENSLEY, STEPHEN, HOUSTON Individual – PARTNER 01/2021 < 5%
BISCHOPING, GARY, EDWARD Individual – PARTNER 06/2021 < 5%
Best, Jacob, David Individual – PARTNER 01/2023 < 5%
Motte, Adrien, Godefroy Alexandre Individual – PARTNER 01/2024 < 5%
HELLMAN & FRIEDMAN HOLDINGS GP LLC Foreign Entity – MANAGING MEMBER 03/2023 < 5%

No. Employees, Historic

2001000201920202021202220232024202580 on 12/13/201985 on 3/26/202085 on 1/5/202195 on 3/29/202195 on 7/15/202195 on 3/29/2022110 on 3/24/2023120 on 3/26/2024

RAUM, Historic

200B100B0201920202021202220232024202544881300000 on 12/13/201948868800000 on 3/26/202048868800000 on 1/5/202152424900000 on 3/29/202152424900000 on 7/15/202186653000000 on 3/29/202275341200000 on 3/24/2023105674000000 on 3/26/2024

No. Clients, Historic

50250201920202021202220232024202519 on 12/13/201920 on 3/26/202020 on 1/5/202127 on 3/29/202127 on 7/15/202136 on 3/29/202232 on 3/24/202342 on 3/26/2024

Holdings

From latest 13F, filed November 12th, 2021 for period ending September 30th, 2021
Name Class Value $USD # Shares Private Fund
0 0 0 0 –