Clients
Hellman & Friedman serves 45 clients. The average client has about $2.45 billion with the firm.
- Pooled investment vehicles45 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 45 | $110,419,300,000 | 100.0% | $2.45B |
| Total | 45 | $110,419,300,000 | 100% | $2.45B |
- Clients
- 45
- Regulatory AUM
- $110,419,300,000
- Share
- 100.0%
- Avg. per client
- $2.45B
Total
- Clients
- 45
- Regulatory AUM
- $110,419,300,000
- Share
- 100%
- Avg. per client
- $2.45B
What it does
Hellman & Friedman provides portfolio management for pooled vehicles. It is paid through a percentage of assets and other arrangements.
Hellman & Friedman advises 45 private funds.
93.6% of assets ($103.39B across 35 accounts) are managed with discretion; $7.03B across 10 accounts are not. 76% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Hellman & Friedman has custody of client assets.
- All other custodians$110.42B100%
Ownership and leadership
Philip Hammarskjold owns 25% to 50% of Hellman & Friedman, and Patrick Healy is its CEO.
- Owns 25% to 50% of Hellman & Friedman LLC
Philip Hammarskjold
Control person · since January 1996
- Owns 25% to 50% of Hellman & Friedman LLC
David Tunnell
Control person · since January 2003
- Owns 10% to 25% of Hellman & Friedman LLC
Blake Kleinman
Control person · since January 2012
- Owns 5% to 10% of Hellman & Friedman LLC
Tarim Wasim
since January 2013
Leadership
- Patrick HealyChief Executive Officer and Partner
- Judd SherChief Financial Officer and Partner
- Sheryl RowoldChief Compliance Officer
- Stuart BanksPartner
- Jacob BestPartner
- Susanna DanielsPartner
- Brian DoylePartner
- Matthew EisenPartner
- Stephen EnsleyPartner
- Benjamin FarkasPartner
- Stefan GoetzPartner
- Adam Halpern-LeistnerPartner
- Philip HammarskjoldExecutive Chairman, Partner and Member
- Blake KleinmanPartner and Member
- Johannes KorpPartner
- Adrien MottePartner
- Sameer NarangPartner
- Arrie ParkChief Legal Officer and Partner
- Paul PhilbrickPartner
- David TunnellPartner and Member
- Tarim WasimPartner and Member
- Trevor WattPartner
Staff
- 120 employees
- 60 in advisory functions
Fees
Hellman & Friedman is paid through a percentage of assets under management and other.
Hellman & Friedman’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Hellman & Friedman has 1 office, with 2 listed addresses across 2 states.
California · 1 listed address
- 415 Mission Street, Suite 5700, San FranciscoHQ
New York · 1 listed address
- 425 Park Avenue, 30th Floor, New York
Registration details
- Legal name
- Hellman & Friedman LLC
- Headquarters
- 415 Mission Street, Suite 5700, San Francisco, CA 94105
- Phone
- 415-788-5111
- Website
- Not reported
- SEC file
- 801-73341
- 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 Hellman & Friedman have?
Hellman & Friedman has 45 clients and manages $110.4 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Hellman & Friedman offer?
Hellman & Friedman 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 Hellman & Friedman have?
Hellman & Friedman has 0 investment adviser representatives registered with state securities authorities, out of 120 employees, and 60 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 Hellman & Friedman?
Hellman & Friedman’s direct owners are Philip Hammarskjold, Blake Kleinman, David Tunnell and Tarim Wasim, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Hellman & Friedman get paid?
Hellman & Friedman is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file