Hellman & Friedman LLC (San Francisco)

Name: Hellman & Friedman LLC
Address: 415 Mission Street, San Francisco, CA, 94105
Telephone: 415-788-5111

Hellman & Friedman LLC is a large advisory firm based in San Francisco. It manages $44.88 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Hellman & Friedman provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hellman & Friedman: assets under management

The assets under management (AUM) of Hellman & Friedman LLC is $44.88 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and $41.91 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $44.88 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.36 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hellman & Friedman LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hellman & Friedman serves?

The only and largest group of clients of Hellman & Friedman is pooled investment vehicles with 19 clients and $44.88 billion of assets under management. Among the 10 most similar advisory firms, Hellman & Friedman has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $44.88 billion for 19 clients. 63% of the firm’s clients are foreign persons or businesses.

Hellman & Friedman also advises several private funds. Namely, nineteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Hellman & Friedman LLC

The company employs 80 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Fahr Steyer	Managing director	1 Jan 1986	Other	1233313
Brian Mark Powers	Chairman and managing director	1 Mar 1991	Other	1256905
Georgia Lee	Chief financial officer, chief compliance officer and managing director	1 Feb 1992	Other	4520956
Philip Ulfsson Hammarskjold	Chief executive officer and managing director	1 Dec 1995	Other	1406809
Philip Ulfsson Hammarskjold	Chief executive officer and managing director	1 Jan 1996	Other	1406809
Patrick John Healy	Deputy chief executive officer and managing director	1 Jan 1999	Other	4380404
David Randolph Tunnell	Managing director	1 Jan 2003	Other	2280824
Allen Russell Thorpe	Managing director	1 Jan 2004	Other	4771192
Jeffrey Alan Goldstein	Managing director	1 Jan 2004	Other	1958140
Arrie Roh Park	Chief legal officer and managing director	1 Feb 2004	Other	4771280
Arrie Park	General counsel and managing director	1 Feb 2004	Other	4771280
Jeffrey Alan Goldstein	Managing director	1 Nov 2004	Other	1958140
Charles Andrew Ballard	Managing director	1 Nov 2006	Other	4938720
Robert Bradshaw Henske	Managing director	1 Jul 2007	Other	6014281
Eric Douglas Ragatz	Managing director	1 Jan 2008	Other	6014283
Erik Douglas Ragatz	Managing director and member	1 Jan 2008	Other	6014283
Stefan Goetz	Managing director	1 Jul 2008	Other	4243854
Anupam Mishra	Managing director	1 Jan 2011	Other	6014282
Trevor Richard Watt	Managing director	1 Jan 2011	Other	2520750
Blake Christopher Kleinman	Managing director	1 Jan 2012	Other	3072718
Judd Andrew Sher	Chief financial officer and managing director	1 Jun 2012	Other	6091633
Brian Dean Doyle	Managing director	1 Jul 2012	Other	6091627
Sheryl Lynn Rowold	Chief compliance officer	1 Jul 2012	Other	6091636
Paul Hunter Philbrick	Managing director	1 Jan 2013	Other	4415368
Tarim Wasim	Managing director	1 Jan 2013	Other	6150907
Hellman & Friedman Gp Llc	Sole general partner of hellman & friedman lp	1 Jan 2013	Other	46-2040677
David Keith Mcveigh	Managing director	1 Apr 2013	Other	6233961
Deepak Mohan Advani	Managing director	1 Jan 2016	Other	6600037
Stuart David Banks	General counsel, europe and managing director	1 Jan 2016	Other	6600034
Leonora Olivia Saurel	Managing director	1 Jan 2016	Other	6600036
Deepak Advani	Managing director	1 Jan 2016	Other	6600037
Benjamin Ari Farkas	Managing director	1 Jan 2017	Other	6741025
Philip Richard Sternheimer	Managing director	1 Jan 2017	Other	6741028
Roanne Blythe Daniels	Managing director	1 Mar 2017	Other	2166377
Adam Ballard Durrett	Partner and managing director	1 Jan 2018	Other	4689587
Sameer Narang	Partner and managing director	1 Jan 2018	Other	6893913
Philip Mark Meicler	Partner and managing director	1 Jan 2018	Other	6893915
Susanna White Daniels	Partner and managing director	1 Jan 2018	Other	2578925

Based in San Francisco

The principal office where Hellman & Friedman LLC performs its advisory services is located at 415 Mission Street, San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-788-5111 or by fax 415-788-0176. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at hf.com and its LinkedIn profile.