Firm profile

Hellman & Friedman LLC

SAN FRANCISCO, CACRD 158614Registration Status: ApprovedEffective since March 30, 2012SEC # 801-73341Latest ADV March 25, 2026

Hellman & Friedman LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 25, 2026, reports $110.4B in regulatory assets under management, 120 employees, 2 offices, and 45 accounts.

Assets Under Management
$110.4B
Employees
120
Offices
2 offices
Total Clients
45

Associated firm names

2 names listed
  • HELLMAN & FRIEDMAN LLC
  • HELLMAN & FRIEDMAN LP (RELYING ADVISOR)

Leadership

3 roles identified
CEOPatrick J. Healy
CCOSheryl L. Rowold
CFOJudd A. Sher

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Other fee arrangements

Offices & Contact

Primary office

SAN FRANCISCO, California, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

California

SAN FRANCISCOPrimary office

New York

NEW YORK

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$110.4Bas of March 25, 2026
Discretionary93.6%
$103.4B
94% of total RAUM93.6%
Non-discretionary6.4%
$7.0B
6% of total RAUM6.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
45

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$110.4B
Total Accounts45
10Y AUM Change+$85.0B (+334.2%)

Private Funds

Private funds reported by Hellman & Friedman LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees120
Clients per Employee0:1
10Y Employee Change+35 (+41.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
PHILIP ULFSSON HAMMARSKJOLDDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
25% to < 50%
DAVID RANDOLPH TUNNELLDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
25% to < 50%
BLAKE CHRISTOPHER KLEINMANDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
10% to < 25%
TARIM WASIMDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
5% to < 10%
PATRICK JOHN HEALYDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
ARRIE ROH PARKDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
TREVOR RICHARD WATTDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
STEFAN GOETZDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
BRIAN DEAN DOYLEDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
JUDD ANDREW SHERDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
PAUL HUNTER PHILBRICKDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
STUART DAVID BANKSDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
BENJAMIN ARI FARKASDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
SAMEER NARANGDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
SUSANNA WHITE DANIELSDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
JOHANNES KORPDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
STEPHEN HOUSTON ENSLEYDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
JACOB DAVID BESTDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
ADRIEN GODEFROY ALEXANDRE MOTTEDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
MATTHEW BRIAN EISENDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%
Adam Seth Halpern-LeistnerDirect owner · Schedule AInterest in HELLMAN & FRIEDMAN LLC
< 5%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Hellman & Friedman LLC.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-03-25 · Schedules A and B

22 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1PHILIP ULFSSON HAMMARSKJOLDEXECUTIVE CHAIRMAN, PARTNER AND MEMBERIndividualHELLMAN & FRIEDMAN LLC25% to less than 50%Code CYesEXECUTIVE CHAIRMAN, PARTNER AND MEMBER01/1996Schedule APDF page 238
2PATRICK JOHN HEALYCHIEF EXECUTIVE OFFICER AND PARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NAYesCHIEF EXECUTIVE OFFICER AND PARTNER01/1999Schedule APDF page 238
3ARRIE ROH PARKCHIEF LEGAL OFFICER AND PARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoCHIEF LEGAL OFFICER AND PARTNER02/2004Schedule APDF page 238
4BLAKE CHRISTOPHER KLEINMANPARTNER AND MEMBERIndividualHELLMAN & FRIEDMAN LLC10% to less than 25%Code BYesPARTNER AND MEMBER01/2012Schedule APDF page 238
5DAVID RANDOLPH TUNNELLPARTNER AND MEMBERIndividualHELLMAN & FRIEDMAN LLC25% to less than 50%Code CYesPARTNER AND MEMBER01/2003Schedule APDF page 238
6TREVOR RICHARD WATTPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2011Schedule APDF page 238
7STEFAN GOETZPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER07/2008Schedule APDF page 238
8BRIAN DEAN DOYLEPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER07/2012Schedule APDF page 238
9JUDD ANDREW SHERCHIEF FINANCIAL OFFICER AND PARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoCHIEF FINANCIAL OFFICER AND PARTNER06/2012Schedule APDF page 238
10SHERYL LYNN ROWOLDCHIEF COMPLIANCE OFFICERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoCHIEF COMPLIANCE OFFICER07/2012Schedule APDF page 238
11PAUL HUNTER PHILBRICKPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NAYesPARTNER01/2013Schedule APDF page 238
12TARIM WASIMPARTNER AND MEMBERIndividualHELLMAN & FRIEDMAN LLC5% to less than 10%Code ANoPARTNER AND MEMBER01/2013Schedule APDF page 238
13STUART DAVID BANKSPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2016Schedule APDF page 238
14BENJAMIN ARI FARKASPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2017Schedule APDF page 238
15SAMEER NARANGPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2018Schedule APDF page 238
16SUSANNA WHITE DANIELSPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2018Schedule APDF page 238
17JOHANNES KORPPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2021Schedule APDF page 238
18STEPHEN HOUSTON ENSLEYPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2021Schedule APDF page 238
19JACOB DAVID BESTPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2023Schedule APDF page 238
20ADRIEN GODEFROY ALEXANDRE MOTTEPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2024Schedule APDF page 238
21MATTHEW BRIAN EISENPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2025Schedule APDF page 239
22Adam Seth Halpern-LeistnerPARTNERIndividualHELLMAN & FRIEDMAN LLCLess than 5%Code NANoPARTNER01/2026Schedule APDF page 239

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/25/2026 8:16:00 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.