Hellman & Friedman LLC (San Francisco)


Hellman & Friedman LLC is a large advisory firm based in San Francisco. It manages $44.88 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Hellman & Friedman provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hellman & Friedman: assets under management

The assets under management (AUM) of Hellman & Friedman LLC is $44.88 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and $41.91 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $44.88 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.36 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hellman & Friedman LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hellman & Friedman serves?

The only and largest group of clients of Hellman & Friedman is pooled investment vehicles with 19 clients and $44.88 billion of assets under management. Among the 10 most similar advisory firms, Hellman & Friedman has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $44.88 billion for 19 clients. 63% of the firm’s clients are foreign persons or businesses.

Hellman & Friedman also advises several private funds. Namely, nineteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Hellman & Friedman LLC

The company employs 80 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Thomas Fahr Steyer Managing director 1 Jan 1986 Other 1233313
Brian Mark Powers Chairman and managing director 1 Mar 1991 Other 1256905
Georgia Lee Chief financial officer, chief compliance officer and managing director 1 Feb 1992 Other 4520956
Philip Ulfsson Hammarskjold Chief executive officer and managing director 1 Dec 1995 Other 1406809
Philip Ulfsson Hammarskjold Chief executive officer and managing director 1 Jan 1996 Other 1406809
Patrick John Healy Deputy chief executive officer and managing director 1 Jan 1999 Other 4380404
David Randolph Tunnell Managing director 1 Jan 2003 Other 2280824
Allen Russell Thorpe Managing director 1 Jan 2004 Other 4771192
Jeffrey Alan Goldstein Managing director 1 Jan 2004 Other 1958140
Arrie Roh Park Chief legal officer and managing director 1 Feb 2004 Other 4771280
Arrie Park General counsel and managing director 1 Feb 2004 Other 4771280
Jeffrey Alan Goldstein Managing director 1 Nov 2004 Other 1958140
Charles Andrew Ballard Managing director 1 Nov 2006 Other 4938720
Robert Bradshaw Henske Managing director 1 Jul 2007 Other 6014281
Eric Douglas Ragatz Managing director 1 Jan 2008 Other 6014283
Erik Douglas Ragatz Managing director and member 1 Jan 2008 Other 6014283
Stefan Goetz Managing director 1 Jul 2008 Other 4243854
Anupam Mishra Managing director 1 Jan 2011 Other 6014282
Trevor Richard Watt Managing director 1 Jan 2011 Other 2520750
Blake Christopher Kleinman Managing director 1 Jan 2012 Other 3072718
Judd Andrew Sher Chief financial officer and managing director 1 Jun 2012 Other 6091633
Brian Dean Doyle Managing director 1 Jul 2012 Other 6091627
Sheryl Lynn Rowold Chief compliance officer 1 Jul 2012 Other 6091636
Paul Hunter Philbrick Managing director 1 Jan 2013 Other 4415368
Tarim Wasim Managing director 1 Jan 2013 Other 6150907
Hellman & Friedman Gp Llc Sole general partner of hellman & friedman lp 1 Jan 2013 Other 46-2040677
David Keith Mcveigh Managing director 1 Apr 2013 Other 6233961
Deepak Mohan Advani Managing director 1 Jan 2016 Other 6600037
Stuart David Banks General counsel, europe and managing director 1 Jan 2016 Other 6600034
Leonora Olivia Saurel Managing director 1 Jan 2016 Other 6600036
Deepak Advani Managing director 1 Jan 2016 Other 6600037
Benjamin Ari Farkas Managing director 1 Jan 2017 Other 6741025
Philip Richard Sternheimer Managing director 1 Jan 2017 Other 6741028
Roanne Blythe Daniels Managing director 1 Mar 2017 Other 2166377
Adam Ballard Durrett Partner and managing director 1 Jan 2018 Other 4689587
Sameer Narang Partner and managing director 1 Jan 2018 Other 6893913
Philip Mark Meicler Partner and managing director 1 Jan 2018 Other 6893915
Susanna White Daniels Partner and managing director 1 Jan 2018 Other 2578925

Based in San Francisco

The principal office where Hellman & Friedman LLC performs its advisory services is located at 415 Mission Street, San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-788-5111 or by fax 415-788-0176. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at hf.com and its LinkedIn profile.

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