{"url":"https://nivawealth.com/firms/leonard-green-and-partners-158164","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158164","regulatoryAum":85597789230,"crd":"158164","secFileNumber":"801-73794","legalName":"Leonard Green & Partners, L.P.","displayName":"Leonard Green & Partners","website":"http://www.leonardgreen.com","linkedinUrl":"https://www.linkedin.com/company/leonard-green/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"11111 Santa Monica BLVD., Suite 2000","city":"Los Angeles","state":"CA","stateName":"California","country":"United States","postalCode":"90025"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":96,"advisory":57,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":85597789230,"discretionaryAccounts":117,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":15,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":117,"regulatoryAum":85597789230}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Leonard Green & Partners has custody of $58.83B for 101 clients.","otherCustodians":[],"leadership":[{"name":"Cody Franklin","title":"Partner/Chief Financial Officer","crd":"6024959"},{"name":"Andrew Goldberg","title":"Partner/Chief Compliance Officer","crd":"6632347"},{"name":"John Baumer","title":"Senior Partner","crd":"2656816"},{"name":"John Danhakl","title":"Managing Partner","crd":"1281254"},{"name":"William McCollum","title":"Senior Partner","crd":"2547210"},{"name":"Jonathan Seiffer","title":"Senior Partner","crd":"2430405"},{"name":"Jonathan Sokoloff","title":"Managing Partner","crd":"1094006"}],"ownership":[{"label":"Baumer Family 2003 Trust","detail":"Limited partner in the 5% to 10% ownership band and a control person, since June 2003."},{"label":"Seiffer Family Trust","detail":"Limited partner in the 5% to 10% ownership band and a control person, since January 2007."},{"label":"John Baumer","detail":"Trustee of baumer family 2003 trust in the 5% to 10% ownership band and a control person, since June 2003."},{"label":"Jonathan Seiffer","detail":"Trustee of seiffer family trust in the 5% to 10% ownership band and a control person, since January 2007."},{"label":"LGP Feeder, L.P.","detail":"Limited partner in the 50% to 75% ownership band and a control person, since November 2022."},{"label":"John Danhakl","detail":"Indirect owner: trustee of The Danhakl Revocable Family Trust and a control person, since October 1997.","parent":"The Danhakl Revocable Family Trust"},{"label":"Jonathan Sokoloff","detail":"Indirect owner: trustee of The Sokoloff Family Trust and a control person, since December 1998.","parent":"The Sokoloff Family Trust"},{"label":"Emerald Holdings I, LLC","detail":"Indirect owner: general partner of Emerald Holdings II, L.P. and a control person, since July 2016.","parent":"Emerald Holdings II, L.P."},{"label":"The Danhakl Revocable Family Trust","detail":"Indirect owner: a limited partner of Emerald Holdings II, L.P. in the 25% to 50% band and a control person, since June 2012. Also a shareholder of LGP Management, Inc. in the 25% to 50% band and a control person, since October 1997. Also a managing member of Emerald Holdings I, LLC in the 25% to 50% band and a control person, since June 2012.","parent":"Emerald Holdings II, L.P."},{"label":"The Sokoloff Family Trust","detail":"Indirect owner: a limited partner of Emerald Holdings II, L.P. in the 25% to 50% band and a control person, since June 2012. Also a shareholder of LGP Management, Inc. in the 25% to 50% band and a control person, since December 1998. Also a managing member of Emerald Holdings I, LLC in the 25% to 50% band and a control person, since June 2012.","parent":"Emerald Holdings II, L.P."},{"label":"Emerald Holdings II, L.P.","detail":"Indirect owner: a limited partner of LGP Feeder, L.P. in the 75% or more band and a control person, since November 2022.","parent":"LGP Feeder, L.P."},{"label":"LGP Management, Inc.","detail":"Indirect owner: general partner of LGP Feeder, L.P. and a control person, since November 2022.","parent":"LGP Feeder, L.P."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"11111 Santa Monica BLVD., Suite 2000","city":"Los Angeles","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-954-0444","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":107},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/158164/PDF/158164.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Leonard Green & Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Leonard Green & Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Leonard Green & Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Leonard Green & Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Leonard Green & Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/leonard-green-and-partners-158164/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1175523/000117266126003799/0001172661-26-003799-index.html","totalValue":962193366,"positionCount":4,"top10Share":1,"top10":[{"issuer":"LIFE TIME GROUP HOLDINGS INC","titleOfClass":"COMMON STOCK","cusip":"53190C102","value":450371391,"shares":11027703,"shareType":"SH","priorValue":670969283,"priorShares":24906061},{"issuer":"CLARIVATE PLC","titleOfClass":"ORD SHS","cusip":"G21810109","value":251999655,"shares":116666507,"shareType":"SH","priorValue":295166263,"priorShares":116666507},{"issuer":"WILLIAMS SONOMA INC","titleOfClass":"COM","cusip":"969904101","value":233100000,"shares":1000000,"shareType":"SH","priorValue":182330000,"priorShares":1000000},{"issuer":"ADVANTAGE SOLUTIONS INC","titleOfClass":"COM NEW CL A","cusip":"00791N201","value":26722320,"shares":618000,"shareType":"SH","priorValue":13064520,"priorShares":618000}],"positionsListed":4,"positions":[{"issuer":"LIFE TIME GROUP HOLDINGS INC","titleOfClass":"COMMON STOCK","cusip":"53190C102","value":450371391,"shares":11027703,"shareType":"SH","priorValue":670969283,"priorShares":24906061},{"issuer":"CLARIVATE PLC","titleOfClass":"ORD SHS","cusip":"G21810109","value":251999655,"shares":116666507,"shareType":"SH","priorValue":295166263,"priorShares":116666507},{"issuer":"WILLIAMS SONOMA INC","titleOfClass":"COM","cusip":"969904101","value":233100000,"shares":1000000,"shareType":"SH","priorValue":182330000,"priorShares":1000000},{"issuer":"ADVANTAGE SOLUTIONS INC","titleOfClass":"COM NEW CL A","cusip":"00791N201","value":26722320,"shares":618000,"shareType":"SH","priorValue":13064520,"priorShares":618000}]},"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."}