{"url":"https://nivawealth.com/firms/hellman-and-friedman-158614","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158614","regulatoryAum":110419300000,"crd":"158614","secFileNumber":"801-73341","legalName":"Hellman & Friedman LLC","displayName":"Hellman & Friedman","website":null,"linkedinUrl":"https://www.linkedin.com/company/hellman-&-friedman","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"415 Mission Street, Suite 5700","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94105"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":120,"advisory":60,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":103385200000,"discretionaryAccounts":35,"nonDiscretionary":7034100000,"nonDiscretionaryAccounts":10,"wrapProgram":null,"nonUsClientsPct":76,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":45,"regulatoryAum":110419300000}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Hellman & Friedman has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Patrick Healy","title":"Chief Executive Officer and Partner","crd":"4380404"},{"name":"Judd Sher","title":"Chief Financial Officer and Partner","crd":"6091633"},{"name":"Sheryl Rowold","title":"Chief Compliance Officer","crd":"6091636"},{"name":"Stuart Banks","title":"Partner","crd":"6600034"},{"name":"Jacob Best","title":"Partner","crd":"7701449"},{"name":"Susanna Daniels","title":"Partner","crd":"2578925"},{"name":"Brian Doyle","title":"Partner","crd":"6091627"},{"name":"Matthew Eisen","title":"Partner","crd":"5160339"},{"name":"Stephen Ensley","title":"Partner","crd":"7324718"},{"name":"Benjamin Farkas","title":"Partner","crd":"6741025"},{"name":"Stefan Goetz","title":"Partner","crd":"4243854"},{"name":"Adam Halpern-Leistner","title":"Partner","crd":"8237917"},{"name":"Philip Hammarskjold","title":"Executive Chairman, Partner and Member","crd":"1406809"},{"name":"Blake Kleinman","title":"Partner and Member","crd":"3072718"},{"name":"Johannes Korp","title":"Partner","crd":"5403726"},{"name":"Adrien Motte","title":"Partner","crd":"7875576"},{"name":"Sameer Narang","title":"Partner","crd":"6893913"},{"name":"Arrie Park","title":"Chief Legal Officer and Partner","crd":"4771280"},{"name":"Paul Philbrick","title":"Partner","crd":"4415368"},{"name":"David Tunnell","title":"Partner and Member","crd":"2280824"},{"name":"Tarim Wasim","title":"Partner and Member","crd":"6150907"},{"name":"Trevor Watt","title":"Partner","crd":"2520750"}],"ownership":[{"label":"Philip Hammarskjold","detail":"Executive chairman, partner and member in the 25% to 50% ownership band and a control person, since January 1996."},{"label":"Blake Kleinman","detail":"Partner and member in the 10% to 25% ownership band and a control person, since January 2012."},{"label":"David Tunnell","detail":"Partner and member in the 25% to 50% ownership band and a control person, since January 2003."},{"label":"Tarim Wasim","detail":"Partner and member in the 5% to 10% ownership band, since January 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"415 Mission Street, Suite 5700","city":"San Francisco","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"425 Park Avenue, 30th Floor","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-788-5111","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":45},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/158614/PDF/158614.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hellman & Friedman have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hellman & Friedman offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Hellman & Friedman have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hellman & Friedman?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hellman & Friedman get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}