other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 05/31/2024
Adviser Type - Large advisory firm
Number of Employees 120 9.09%
of those in investment advisory functions 70 7.69%
Registration SEC, Approved, 03/30/2012
AUM* 105,674,000,000 40.26%
of that, discretionary 105,373,400,000 39.86%
Private Fund GAV* 105,679,000,000 39.54%
Avg Account Size 2,516,047,619 6.87%
SMA’s No
Private Funds 42 10
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
87B 74B 62B 50B 37B 25B 12B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count42 GAV$105,679,000,000

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser BAIN CAPITAL PRIVATE EQUITY, LP Hedge Fund- Liquidity Fund- Private Equity Fund78.7b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV78.7b AUM78.7b #Funds27
Adviser CLAYTON, DUBILIER & RICE, LLC Hedge Fund- Liquidity Fund- Private Equity Fund79.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV79.9b AUM81.0b #Funds38
Adviser SB INVESTMENT ADVISERS (US) INC. Hedge Fund- Liquidity Fund- Private Equity Fund53.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV53.9b AUM65.3b #Funds1
Adviser LEXINGTON PARTNERS L.P. Hedge Fund- Liquidity Fund- Private Equity Fund71.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV71.0b AUM71.9b #Funds85
Adviser ALPINVEST PARTNERS B.V. Hedge Fund- Liquidity Fund- Private Equity Fund12.3b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV12.3b AUM38.0b #Funds41
Adviser PATHWAY CAPITAL MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund36.3b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV36.3b AUM87.8b #Funds92
Adviser ADVENT INTERNATIONAL, L.P. Hedge Fund- Liquidity Fund- Private Equity Fund87.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV87.0b AUM87.0b #Funds143
Adviser I SQUARED CAPITAL ADVISORS (US) LLC Hedge Fund- Liquidity Fund- Private Equity Fund48.3b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV48.3b AUM47.9b #Funds78
Adviser TPG CAPITAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund112.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV112.4b AUM112.4b #Funds99
Adviser STONE POINT CAPITAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund49.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV49.1b AUM48.5b #Funds39

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker000000000 Stock Name0 $ Position$ % Position $ Change0.00% # Change0.00%

Brochure Summary

Overview

Hellman & Friedman LLC, a Delaware limited liability company (“H&F LLC”), and Hellman & Friedman LP, a Delaware limited partnership (“H&F LP”), together establish and, with various of their affiliates, provide investment advisory services to pooled investment vehicles that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”) (the “Funds” and each, a “Fund”). H&F LP is the manager of such Funds and has engaged H&F LLC, through a subadvisory agreement, to assist H&F LP with certain of such advisory services. The affiliates through which such advisory services are provided include the general partners of the Funds (each, a “General Partner”). Certain of these affiliates are formed for tax, regulatory or other purposes in connection with the organization of the Funds. H&F LP and H&F LLC, together (where the context permits) with the General Partners, their affiliated management companies and other affiliates that provide advisory services to the Funds, are referred to in this brochure collectively as “H&F.” H&F was formed in 1984 and raised its first institutionally-sponsored private equity partnership in 1987. H&F has offices in San Francisco, New York and London. H&F LP is owned indirectly through holding companies by its partners and H&F LLC is owned by its members, none of whom are principal owners. H&F is focused on making large-scale private equity-related investments in the developed markets. Across sectors, H&F generally seeks high quality businesses with defensible competitive positions, strong economic growth profiles and an orientation towards higher growth. H&F generally seeks to build a concentrated portfolio of scale investments in its core sectors of expertise, including technology; healthcare; consumer services & retail; financial services; and information, content & business services. H&F continually seeks to identify new industries or sub-sectors that meet its investment criteria. Although the primary focus of each Fund is on private equity-related investments, H&F also may from time-to-time recommend other types of investments consistent with the respective Fund’s investment strategy and objectives. H&F’s advisory services consist of investigating, identifying and evaluating investment opportunities, structuring, negotiating and making investments on behalf of the Funds, managing, overseeing and monitoring the performance of such investments and disposing of such investments. H&F serves as the investment adviser, sub-adviser, general partner and/or ultimate general partner to the Funds in order to provide such services. H&F provides investment advisory services to each Fund in accordance with various investment management or advisory or sub-advisory agreements, as applicable (each, a “Management Agreement”), the limited partnership agreement (or analogous organizational document) of such Fund (each, an “Organizational Document”) and/or side letters with limited partners of the Funds (the “Limited Partners” and, together with the General Partners, the “Partners”) (“Side Letters” and together with the Management Agreements and the Organizational Documents, the “Governing Documents”). Investment advice is provided directly to the Funds and not individually to the Limited Partners. Investment restrictions for the Funds, if any,
are generally established in the Governing Documents or offering documents of the applicable Fund. For purposes of this brochure, a “Fund Family” means a group of Funds that is raised simultaneously and contractually required to invest together, such as Hellman & Friedman Capital Partners VII, L.P, and its affiliated parallel funds, Hellman & Friedman Capital Partners VIII, L.P. and its affiliated parallel funds, Hellman & Friedman Capital Partners IX, L.P. and its affiliated parallel funds, Hellman & Friedman Capital Partners X, L.P. and its affiliated parallel funds or Hellman & Friedman Capital Partners XI, L.P. and its affiliated parallel funds. The Fund entities that comprise a “Fund Family” are referred to herein as “Main Fund” entities. H&F from time-to- time also establishes other investment vehicles, including dedicated or “standing” vehicles through which one or more Limited Partners and/or third parties may invest alongside one or more Fund Family(ies) in a single transaction or in multiple transactions (any co-investment vehicles established by H&F, “Co-Investment Vehicles”). The term “Co-Investment Vehicles” includes deal specific entities for one or more investors formed to invest alongside one or more Fund Families in a specifically identified portfolio company or companies; and co-investment Funds formed for one or more investors to invest together with one or more Fund Families. In addition, from time-to-time, H&F also establishes certain investment vehicles for the purpose of purchasing one or more investments from one or more Fund Families and/or for the purpose of purchasing one or more investments from one or more Fund Families (often where the selling Fund Family(ies) is approaching the end of its term) in connection with or alongside other Fund Family(ies) making an investment (such transactions, “Continuation Transactions” and such other vehicle a “Continuation Vehicle”). As part of a Continuation Transaction, the selling Fund’s Partners from time-to-time may be, and have in the past been, given an election to rollover their existing Fund investment into a new investment vehicle through which they continue to invest in the underlying portfolio company or companies together with the purchasing Continuation Vehicle and, where applicable, Funds (an “Extended Duration Vehicle”). For purposes of this brochure, Co-Investment Vehicles, Continuation Vehicles, Extended Duration Vehicles as well as other investment vehicles established for the purpose of purchasing one or more interests in one or more of these vehicles on the secondary market or otherwise in connection with providing liquidity to Limited Partners are collectively referred to as “Other Investment Vehicles”. For purposes of this brochure, certain Other Investment Vehicles are deemed to be “Funds” because they are advisory clients of H&F under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and for purposes of the Securities Act and certain Other Investment Vehicles are not “Funds” for these purposes. Certain of the Fund entities are comprised primarily of current and former employees and/or friends or family of H&F and are referred to herein as “Associates Funds”. As of December 31, 2023, H&F managed a total of $105,674,000,000 of client assets (calculated as “Regulatory Assets Under Management” as defined in the Form ADV General Instructions), all of which is managed on a discretionary basis.