CLAYTON, DUBILIER & RICE, LLC

RIASEC RegisteredEst. 2012
Total AUM
$87.4B
Discretionary
$87.4B
100% of AUM
Avg account
$2B
Accounts
44
Employees
271
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
160492
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Clayton, Dubilier & Rice, LLC is a private equity firm that structures and manages pooled investment vehicles for institutional investors. The firm operates as a sponsor and general partner across private equity funds and is registered to provide portfolio management for pooled vehicles; its regulatory profile also lists CPO/CTA activity. CD&R’s client base is institutional, and its fee arrangements include asset-based fees and performance fees typical of private equity sponsors. The firm manages multiple private funds and appears to run concentrated, control-oriented investments rather than acting primarily as a broad capital allocator. CD&R maintains a compact operating footprint, running its investment platform through two office locations. Its regulatory registration dates back to 2012 in the adviser registry referenced.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Terrianne Patnode

    Chief Compliance Officer & General CounselCRD 7026666

  • JILLIAN GRIFFITHS

    Partner & Chief Financial OfficerCRD 6632299

  • NATHAN SLEEPER

    Chief Executive OfficerCRD 2648330

Contacts

3 of 3
  • RICHARD SCHNALL

    Co-PresidentCRD 2215511

  • DAVID NOVAK

    Co-PresidentCRD 2168161

  • DONALD GOGEL

    ChairmanCRD 6026737

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
550 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth