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 organized as a private equity firm that manages pooled investment vehicles for institutional clients. The firm is structured as an LLC and is SEC-registered. It operates as a sponsor and general partner for private equity funds and carries out portfolio management for pooled vehicles; its business activities also list CPO/CTA responsibilities. Fee arrangements include both a percentage-of-assets component and performance-based fees. The firm is not classified as a capital allocator and is noted as not being an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

    Terrianne Patnode

    Chief Compliance Officer & General CounselCRD 7026666

  • Jillian Griffiths

    Jillian Griffiths

    Partner & Chief Financial OfficerCRD 6632299

  • Nathan Sleeper

    Nathan Sleeper

    Chief Executive OfficerCRD 2648330

Contacts

3 of 3
  • Richard Schnall

    Richard Schnall

    Co-PresidentCRD 2215511

  • David Novak

    David Novak

    Co-PresidentCRD 2168161

  • Donald Gogel

    Donald Gogel

    ChairmanCRD 6026737

Wealth teams

FINTRX

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