Clients
Clayton, Dubilier & Rice serves 42 clients. The average client has about $2.08 billion with the firm.
- Pooled investment vehicles42 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 42 | $87,354,069,056 | 100.0% | $2.08B |
| Total | 42 | $87,354,069,056 | 100% | $2.08B |
- Clients
- 42
- Regulatory AUM
- $87,354,069,056
- Share
- 100.0%
- Avg. per client
- $2.08B
Total
- Clients
- 42
- Regulatory AUM
- $87,354,069,056
- Share
- 100%
- Avg. per client
- $2.08B
What it does
Clayton, Dubilier & Rice provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.
Clayton, Dubilier & Rice advises 42 private funds.
100.0% of assets ($87.35B across 44 accounts) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Clayton, Dubilier & Rice has custody of $63.06B for 42 clients.
- All other custodians$87.35B100%
Ownership and leadership
Clayton, Dubilier & Rice Holdings, L.P. owns 75% or more of Clayton, Dubilier & Rice, and Nathan Sleeper is its CEO.
- Owns 75% or more of Clayton, Dubilier & Rice, LLC
Clayton, Dubilier & Rice Holdings, L.P.
Control person · since October 2009
Clayton, Dubilier & Rice Holdings GP, LLC
General partner of holdco · Control person · since August 2009
- Owns 75% or more of Clayton, Dubilier & Rice, LLC
Clayton, Dubilier & Rice Limited
Control person · since March 2011
- Owns 50% to 75% of Clayton, Dubilier & Rice, LLC
CD&R (uk) LLC
Control person · since November 2010
Leadership
- Nathan SleeperChief Executive Officer
- David NovakCo-President
- Richard SchnallCo-President
- Jillian GriffithsChief Financial Officer
- Terrianne PatnodeChief Compliance Officer
- Donald GogelChairman
Staff
- 271 employees
- 151 in advisory functions
Reported holdings
Clayton, Dubilier & Rice’s reported 13F holdings total $895.0M across 2 positions, and the ten largest make up 100.0% of it.
- $895.0M
- Reported 13F value
- 2
- Positions
- 100.0%
- In the 10 largest
- +66.8%
- Value vs. prior quarter
- Resideo Technologies, Inc..52.1%
- Agilon Health, Inc..47.9%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $895.0M is not its $87.35B in regulatory assets and does not represent any individual client's portfolio.
Fees
Clayton, Dubilier & Rice is paid through a percentage of assets under management, performance-based fees and other.
Clayton, Dubilier & Rice’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Clayton, Dubilier & Rice has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 550 Madison Avenue, 32nd Floor, New YorkHQ
Other business names
Clayton, Dubilier & Rice has reported 4 other business names to the SEC.
- CD&R (france) Sas (relying Adviser)
- CD&R (italy) S.R.L. (relying Adviser)
- CD&R LLP (relying Adviser)
- Clayton, Dubilier & Rice Beteiligungsberatung GMBH (relying Adviser)
Registration details
- Legal name
- Clayton, Dubilier & Rice, LLC
- Headquarters
- 550 Madison Avenue, 32nd Floor, New York, NY 10022
- Phone
- 212-407-5200
- Website
- Not reported
- SEC file
- 801-73344
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Clayton, Dubilier & Rice have?
Clayton, Dubilier & Rice has 42 clients and manages $87.4 billion for them, as of April 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 April 2026
What services does Clayton, Dubilier & Rice offer?
Clayton, Dubilier & Rice provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Clayton, Dubilier & Rice have?
Clayton, Dubilier & Rice has 0 investment adviser representatives registered with state securities authorities, out of 271 employees, and 151 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Clayton, Dubilier & Rice?
Clayton, Dubilier & Rice’s direct owners are Clayton, Dubilier & Rice Holdings, L.P. (75% or more), CD&R (uk) LLC (50% to 75%) and Clayton, Dubilier & Rice Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 April 2026
How does Clayton, Dubilier & Rice get paid?
Clayton, Dubilier & Rice is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file