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Leonard Green & Partners

SEC-registered adviser since 2012Los Angeles, CACRD 158164

117
Clients
57
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Leonard Green & Partners is an investment adviser headquartered in Los Angeles, California, and registered with the SEC since 2012. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. LGP Feeder, L.P. owns 50% to 75% of Leonard Green & Partners.

Clients

Leonard Green & Partners serves 117 clients. The average client has about $732 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles117 clients100%
Show client breakdown
Pooled investment vehicles
Clients
117
Regulatory AUM
$85,597,789,230
Share
100.0%
Avg. per client
$731.6M

Total

Clients
117
Regulatory AUM
$85,597,789,230
Share
100%
Avg. per client
$731.6M

What it does

Leonard Green & Partners provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Leonard Green & Partners advises 107 private funds.

100.0% of assets ($85.60B across 117 accounts) are managed with discretion. 15% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Leonard Green & Partners has custody of $58.83B for 101 clients.

Managed account assets by custodian
  • All other custodians$85.60B100%

Ownership and leadership

LGP Feeder, L.P. owns 50% to 75% of Leonard Green & Partners.

Who owns the firm
Leonard Green & Partners, L.P.· the adviser
  • LGP Feeder, L.P.

    Control person · since November 2022

    Owns 50% to 75% of Leonard Green & Partners, L.P.
  • Baumer Family 2003 Trust

    Control person · since June 2003

    Owns 5% to 10% of Leonard Green & Partners, L.P.
  • Seiffer Family Trust

    Control person · since January 2007

    Owns 5% to 10% of Leonard Green & Partners, L.P.
  • John Baumer

    Control person · since June 2003

    Owns 5% to 10% of Leonard Green & Partners, L.P.
  • Jonathan Seiffer

    Control person · since January 2007

    Owns 5% to 10% of Leonard Green & Partners, L.P.

Leadership

  • Cody Franklin
    Partner/Chief Financial Officer
  • Andrew Goldberg
    Partner/Chief Compliance Officer
  • John Baumer
    Senior Partner
  • John Danhakl
    Managing Partner
  • William McCollum
    Senior Partner
  • Jonathan Seiffer
    Senior Partner
  • Jonathan Sokoloff
    Managing Partner

Staff

  • 96 employees
  • 57 in advisory functions

Reported holdings

Leonard Green & Partners’ reported 13F holdings total $962.2M across 4 positions, and the ten largest make up 100.0% of it.

$962.2M
Reported 13F value
4
Positions
100.0%
In the 10 largest
−65.2%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Life Time Group Holdings Inc.46.8%
  2. Clarivate PLC26.2%
  3. Williams Sonoma Inc.24.2%
  4. Advantage Solutions Inc. · Com New CL A2.8%

Together, the ten largest are 100.0% of reported value.

The 4 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 14 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $962.2M is not its $85.60B in regulatory assets and does not represent any individual client's portfolio.

Fees

Leonard Green & Partners is paid through a percentage of assets under management and performance-based fees.

Leonard Green & Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Leonard Green & Partners has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

California · 1 listed address

  • 11111 Santa Monica BLVD., Suite 2000, Los AngelesHQ

Registration details

Legal name
Leonard Green & Partners, L.P.
Headquarters
11111 Santa Monica BLVD., Suite 2000, Los Angeles, CA 90025
SEC file
801-73794
Structure
Delaware limited partnership
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 Leonard Green & Partners have?

Leonard Green & Partners has 117 clients and manages $85.6 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Leonard Green & Partners offer?

Leonard Green & Partners 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 Leonard Green & Partners have?

Leonard Green & Partners has 0 investment adviser representatives registered with state securities authorities, out of 96 employees, and 57 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 Leonard Green & Partners?

Leonard Green & Partners’ direct owners are Baumer Family 2003 Trust (5% to 10%), Seiffer Family Trust (5% to 10%), John Baumer (5% to 10%), Jonathan Seiffer (5% to 10%) and LGP Feeder, L.P. (50% to 75%).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Leonard Green & Partners get paid?

Leonard Green & Partners is paid through a percentage of assets under management and performance-based fees. 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

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 158164.
  3. Form 13F-HR, filed 14 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Leonard Green & Partners, L.P. and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.