HELLMAN & FRIEDMAN LLC

RIASEC RegisteredEst. 2012
Total AUM
$110B
Discretionary
$103B
94% of AUM
Avg account
$2.5B
Accounts
45
Employees
120
Advisory reps
22

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
158614
Registered since
March 30, 2012
Website
hf.com
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hellman & Friedman LLC is organized as a limited liability company and operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (since 2012) and primarily serves as an investment manager and sponsor/GP for pooled investment vehicles, providing portfolio management for its funds. Its business activities include roles identified as a CPO/CTA and sponsor/manager of pooled vehicles. Fee arrangements include percentage-of-AUM structures and other fee types. The firm identifies itself as an active ESG investor and does not position itself as a capital allocator to external managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • JUDD SHER

    Partner, CFOCRD 6091633

  • ARRIE PARK

    Partner & Chief Legal OfficerCRD 4771280

  • PATRICK HEALY

    Chief Executive OfficerCRD 4380404

Contacts

3 of 19
  • JOHANNES KORP

    PartnerCRD 5403726

  • TARIM WASIM

    PartnerCRD 6150907

  • DAVID TUNNELL

    PartnerCRD 2280824

Unlock 16 more contacts

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
415 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth