LEONARD GREEN & PARTNERS, L.P.
Adviser information for LEONARD GREEN & PARTNERS, L.P. last updated from Form ADV on March 29th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 87 |
|---|---|
| Investment Advisory/Research | 49 |
| 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 | 84 | $77.8B |
| Non-Discretionary | 0 | $0 |
| Total | 84 | $77.8B |
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 | 84 | $77.8B |
| 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 | 12 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
11111 SANTA MONICA BLVD.SUITE 2000
LOS ANGELES
CA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 310-954-0444, Fax: 310-954-0404
Chief Compliance Officer
ANDREW C. GOLDBERG
GENERAL COUNSEL
11111 SANTA MONICA BLVD.
SUITE 2000
LOS ANGELES
CA
United States
Tel:
(310) 954-0436
Fax:
(310) 954-0404
A********@***************M
(Full email address available in API data)
Industry Affiliates
| GEI CAPITAL CF II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GEI CAPITAL CF III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GEI CAPITAL CF, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GEI CAPITAL IX, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GEI CAPITAL V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GEI CAPITAL VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GEI CAPITAL VII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GEI CAPITAL VIII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| JADE CAPITAL I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| JADE CAPITAL II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| KARMAN GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| PERIDOT COINVEST FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| PERIDOT COINVEST MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| PERIDOT MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ASPEN ROLL HOLDINGS LLC | Private Equity Fund | $50.6M | $0.0M | 13 |
| CALIFORNIA PARTNERS, L.P. | Private Equity Fund | $708.3M | $0.0M | 1 |
| CAPRI COINVEST LP | Private Equity Fund | $260.8M | $0.0M | 8 |
| CVT COINVEST LP | Private Equity Fund | $270.0M | $0.0M | 7 |
| ESS COINVEST LP | Private Equity Fund | $294.4M | $0.0M | 2 |
| EXW COINVEST LP | Private Equity Fund | $51.4M | $0.0M | 31 |
| GEI IX COINVEST N, L.P. | Private Equity Fund | $132.3M | $0.0M | 6 |
| GEI LIFE SCIENCES HOLDINGS, L.P. | Private Equity Fund | $4.8M | $0.0M | 2 |
| GEI VII CAPRI AIV, L.P. | Private Equity Fund | $57.7M | $0.0M | 77 |
| GEI VIII CNG INVESTMENT HOLDINGS LP | Private Equity Fund | $93.1M | $0.0M | 1 |
| GEI VIII COINVEST N, L.P. | Private Equity Fund | $130.1M | $0.0M | 5 |
| GEI VIII CVT AIV, L.P | Private Equity Fund | $853.6M | $0.0M | 210 |
| GEI-JADE SIDE COINVEST - A, L.P. | Private Equity Fund | $396.7M | $0.0M | 2 |
| GREEN EQUITY INVESTORS CF III - A, LP | Private Equity Fund | $33.5M | $0.0M | 12 |
| GREEN EQUITY INVESTORS CF III - B, LP | Private Equity Fund | $129.6M | $0.0M | 14 |
| GREEN EQUITY INVESTORS CF III - C, LP | Private Equity Fund | $910.3M | $0.0M | 12 |
| GREEN EQUITY INVESTORS CF III - SIDE B, LP | Private Equity Fund | $214.4M | $0.0M | 17 |
| GREEN EQUITY INVESTORS CF III - SIDE C, LP | Private Equity Fund | $1,623.6M | $0.0M | 29 |
| GREEN EQUITY INVESTORS CF II, L.P. | Private Equity Fund | $471.1M | $0.0M | 18 |
| GREEN EQUITY INVESTORS CF, L.P. | Private Equity Fund | $1,982.5M | $0.0M | 73 |
| GREEN EQUITY INVESTORS IX, L.P. | Private Equity Fund | $7,175.5M | $0.0M | 143 |
| GREEN EQUITY INVESTORS SIDE CF II, L.P. | Private Equity Fund | $75.8M | $0.0M | 7 |
| GREEN EQUITY INVESTORS SIDE CF, L.P. | Private Equity Fund | $702.0M | $0.0M | 24 |
| GREEN EQUITY INVESTORS SIDE IX, L.P. | Private Equity Fund | $10,912.3M | $0.0M | 136 |
| GREEN EQUITY INVESTORS SIDE V, L.P. | Private Equity Fund | $73.9M | $0.0M | 42 |
| GREEN EQUITY INVESTORS SIDE VI, L.P. | Private Equity Fund | $3,128.2M | $0.0M | 35 |
| GREEN EQUITY INVESTORS SIDE VII, L.P. | Private Equity Fund | $7,379.2M | $0.0M | 73 |
| GREEN EQUITY INVESTORS SIDE VIII, L.P. | Private Equity Fund | $8,205.4M | $0.0M | 84 |
| GREEN EQUITY INVESTORS V, L.P. | Private Equity Fund | $246.3M | $0.0M | 145 |
| GREEN EQUITY INVESTORS VI, L.P. | Private Equity Fund | $5,248.2M | $0.0M | 128 |
| GREEN EQUITY INVESTORS VII, L.P. | Private Equity Fund | $6,209.1M | $0.0M | 145 |
| GREEN EQUITY INVESTORS VIII, L.P. | Private Equity Fund | $7,092.2M | $0.0M | 125 |
| HB COINVEST LP | Private Equity Fund | $626.4M | $0.0M | 22 |
| JADE ASSOCIATES I-A1 LLC | Private Equity Fund | $0.6M | $0.0M | 7 |
| JADE ASSOCIATES I-B LLC | Private Equity Fund | $38.6M | $0.0M | 169 |
| JADE ASSOCIATES I-B1 LLC | Private Equity Fund | $38.9M | $0.0M | 102 |
| JADE EQUITY INVESTORS II, L.P. | Private Equity Fund | $1,678.3M | $0.0M | 121 |
| JADE EQUITY INVESTORS SIDE II, L.P. | Private Equity Fund | $1,777.1M | $0.0M | 86 |
| JADE EQUITY INVESTORS SIDE, L.P. | Private Equity Fund | $1,934.2M | $0.0M | 55 |
| JADE EQUITY INVESTORS, L.P. | Private Equity Fund | $1,947.5M | $0.0M | 88 |
| JADE SA COINVEST LP | Private Equity Fund | $87.8M | $0.0M | 6 |
| JUPITER CEO COINVEST LLC | Private Equity Fund | $52.6M | $0.0M | 76 |
| JUPITER LP COINVEST LLC | Private Equity Fund | $284.4M | $0.0M | 4 |
| JUPITER LP SIDE COINVEST LLC | Private Equity Fund | $333.7M | $0.0M | 3 |
| JUPITER ROLL HOLDINGS LLC | Private Equity Fund | $299.3M | $0.0M | 19 |
| KARMAN COINVEST L.P. | Private Equity Fund | $49.9M | $0.0M | 4 |
| KARMAN II COINVEST LP | Private Equity Fund | $10.6M | $0.0M | 5 |
| LGP ASSOCIATES CF III , LLC | Private Equity Fund | $3.9M | $0.0M | 21 |
| LGP ASSOCIATES CF LLC | Private Equity Fund | $8.9M | $0.0M | 22 |
| LGP ASSOCIATES IX-B, LLC | Private Equity Fund | $64.3M | $0.0M | 152 |
| LGP ASSOCIATES IX-B1, LLC | Private Equity Fund | $14.0M | $0.0M | 86 |
| LGP ASSOCIATES V LLC | Private Equity Fund | $1.1M | $0.0M | 72 |
| LGP ASSOCIATES VI-A LLC | Private Equity Fund | $9.4M | $0.0M | 39 |
| LGP ASSOCIATES VI-B LLC | Private Equity Fund | $102.4M | $0.0M | 111 |
| LGP ASSOCIATES VII-A LLC | Private Equity Fund | $9.9M | $0.0M | 30 |
| LGP ASSOCIATES VII-B LLC | Private Equity Fund | $138.7M | $0.0M | 137 |
| LGP ASSOCIATES VIII-A LLC | Private Equity Fund | $8.3M | $0.0M | 20 |
| LGP ASSOCIATES VIII-B LLC | Private Equity Fund | $217.5M | $0.0M | 193 |
| LGP ASSOCIATES VIII-B1 LLC | Private Equity Fund | $78.0M | $0.0M | 149 |
| LGP FITNESS CO-INVESTMENT LLC | Private Equity Fund | $0.0M | $0.0M | 9 |
| LGP FITNESS II CO-INVESTMENT LLC | Private Equity Fund | $0.0M | $0.0M | 8 |
| LGP LICENSE COINVEST LLC | Private Equity Fund | $0.1M | $0.0M | 3 |
| LGP MALTED COINVEST LLC | Private Equity Fund | $1.8M | $0.0M | 57 |
| MILAN COINVEST LLC | Private Equity Fund | $18.3M | $0.0M | 69 |
| OMNIA COINVEST LP | Private Equity Fund | $883.3M | $0.0M | 25 |
| PM COINVEST A LP | Private Equity Fund | $0.9M | $0.0M | 19 |
| PM COINVEST IX LP | Private Equity Fund | $261.1M | $0.0M | 35 |
| PM COINVEST LP | Private Equity Fund | $1.0M | $0.0M | 7 |
| PM INVESTMENT HOLDINGS LP | Private Equity Fund | $0.6M | $0.0M | 8 |
| SHADE COINVEST LLC | Private Equity Fund | $5.1M | $0.0M | 63 |
| SHINGLE COINVEST LP | Private Equity Fund | $1,447.8M | $0.0M | 8 |
| TEE COINVEST LLC | Private Equity Fund | $1.5M | $0.0M | 45 |
| WELL COINVEST LP | Private Equity Fund | $256.3M | $0.0M | 21 |
| WRENCH COINVEST A, LLC | Private Equity Fund | $10.2M | $0.0M | 44 |
| WRENCH COINVEST LLC | Private Equity Fund | $10.3M | $0.0M | 39 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DANHAKL, JOHN, GLENN | Individual | – | MANAGING PARTNER | 03/1995 | < 5% |
| SOKOLOFF, JONATHAN, DAVIS | Individual | – | MANAGING PARTNER | 04/1990 | < 5% |
| BAUMER, JOHN, MAXWELL | Individual | – | SENIOR PARTNER | 01/2016 | < 5% |
| SEIFFER, JONATHAN, ADAM | Individual | – | SENIOR PARTNER | 01/2016 | < 5% |
| FRANKLIN, CODY, LEE | Individual | – | PARTNER/CHIEF FINANCIAL OFFICER | 05/2005 | < 5% |
| LGP MANAGEMENT, INC. | Domestic Entity | – | GENERAL PARTNER | 06/1994 | < 5% |
| DANHAKL, JOHN, GLENN | Individual | THE DANHAKL REVOCABLE FAMILY TRUST | TRUSTEE | 10/1997 | |
| SOKOLOFF, JONATHAN, DAVIS | Individual | THE SOKOLOFF FAMILY TRUST | TRUSTEE | 12/1998 | |
| GOLDBERG, ANDREW, CHARLES | Individual | – | PARTNER/CHIEF COMPLIANCE OFFICER | 01/2016 | < 5% |
| EMERALD HOLDINGS I, LLC | Domestic Entity | EMERALD HOLDINGS II, L.P. | GENERAL PARTNER | 07/2016 | |
| BAUMER FAMILY 2003 TRUST | Domestic Entity | – | LIMITED PARTNER | 06/2003 | 5-10% |
| SEIFFER FAMILY TRUST | Domestic Entity | – | LIMITED PARTNER | 01/2007 | 5-10% |
| THE DANHAKL REVOCABLE FAMILY TRUST | Domestic Entity | EMERALD HOLDINGS II, L.P. | LIMITED PARTNER | 06/2012 | 25-50% |
| THE SOKOLOFF FAMILY TRUST | Domestic Entity | EMERALD HOLDINGS II, L.P. | LIMITED PARTNER | 06/2012 | 25-50% |
| BAUMER, JOHN, MAXWELL | Individual | – | TRUSTEE OF BAUMER FAMILY 2003 TRUST | 06/2003 | 5-10% |
| SEIFFER, JONATHAN, ADAM | Individual | – | TRUSTEE OF SEIFFER FAMILY TRUST | 01/2007 | 5-10% |
| THE SOKOLOFF FAMILY TRUST | Domestic Entity | LGP MANAGEMENT, INC. | SHAREHOLDER | 12/1998 | 25-50% |
| THE DANHAKL REVOCABLE FAMILY TRUST | Domestic Entity | LGP MANAGEMENT, INC. | SHAREHOLDER | 10/1997 | 25-50% |
| LGP FEEDER, L.P. | Domestic Entity | – | LIMITED PARTNER | 11/2022 | 50-75% |
| EMERALD HOLDINGS II, L.P. | Domestic Entity | LGP FEEDER, L.P. | LIMITED PARTNER | 11/2022 | > 75% |
| LGP MANAGEMENT, INC. | Domestic Entity | LGP FEEDER, L.P. | GENERAL PARTNER | 11/2022 | |
| THE DANHAKL REVOCABLE FAMILY TRUST | Domestic Entity | EMERALD HOLDINGS I, LLC | MANAGING MEMBER | 06/2012 | 25-50% |
| THE SOKOLOFF FAMILY TRUST | Domestic Entity | EMERALD HOLDINGS I, LLC | MANAGING MEMBER | 06/2012 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ADVANTAGE SOLUTIONS INC | COM CL A | 50M | 15M | – |
| AERSALE CORPORATION | COM | 66M | 10M | – |
| CATALENT INC | COM | 118M | 2M | – |
| CLARIVATE PLC | ORD SHS | 664M | 117M | – |
| CONTAINER STORE GROUP INC | COM | 8M | 16M | – |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 1B | 59M | – |
| MISTER CAR WASH INC | COM | 2B | 219M | – |
| MULTIPLAN CORPORATION | COM | 15M | 38M | – |
| SIGNET JEWELERS LIMITED | SHS | 3M | 39K | – |
| TOPGOLF CALLAWAY BRANDS CORP | COM | 97M | 6M | – |
| WESCO INTL INC | COM | 562M | 4M | – |
| WILLIAMS SONOMA INC | COM | 455M | 2M | – |