DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Leonard Green & Partners, L.P.
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 24 filings
SEC status approved since Mar 30, 2012
RAUM
$86B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
96
57 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
107
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$86B as of Mar 31, 2026
Mar 27, 2013$14B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20130 then
Employees (5.A)96 as of Mar 31, 2026
Mar 27, 201334 then
Private funds107 as of Mar 31, 2026
Mar 27, 201327 then
RAUM +14% over the last fiscal year+7.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $732MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $59B, 101 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$86B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 117reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $59B for 101 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
113 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Green Equity Investors Side Ix, L.P. | Private Equity Fund | $11B | 136 | Mar 31, 2023 |
| Green Equity Investors Side Viii, L.P. | Private Equity Fund | $8.2B | 84 | Mar 30, 2020 |
| Green Equity Investors Side Vii, L.P. | Private Equity Fund | $7.4B | 73 | Mar 31, 2017 |
| Green Equity Investors Ix, L.P. | Private Equity Fund | $7.2B | 143 | Mar 31, 2023 |
| Green Equity Investors Viii, L.P. | Private Equity Fund | $7.1B | 125 | Mar 30, 2020 |
| Green Equity Investors Vii, L.P. | Private Equity Fund | $6.2B | 145 | Mar 31, 2017 |
| Green Equity Investors Vi, L.P. | Private Equity Fund | $5.2B | 128 | Feb 14, 2012 |
| Green Equity Investors Side Vi, L.P. | Private Equity Fund | $3.1B | 35 | Feb 14, 2012 |
| Green Equity Investors Cf, L.P. | Private Equity Fund | $2.0B | 73 | Mar 31, 2022 |
| Jade Equity Investors, L.P. | Private Equity Fund | $1.9B | 88 | Mar 30, 2020 |
| Jade Equity Investors Side, L.P. | Private Equity Fund | $1.9B | 55 | Mar 30, 2020 |
| Jade Equity Investors Side II, L.P. | Private Equity Fund | $1.8B | 86 | Mar 31, 2023 |
| Jade Equity Investors II, L.P. | Private Equity Fund | $1.7B | 121 | Mar 31, 2023 |
| Green Equity Investors Cf III - Side C, LP | Private Equity Fund | $1.6B | 29 | Mar 29, 2024 |
| Shingle Coinvest LP | Private Equity Fund | $1.4B | 8 | Mar 30, 2019 |
| Green Equity Investors Cf III - C, LP | Private Equity Fund | $910M | 12 | Mar 29, 2024 |
| Omnia Coinvest LP | Private Equity Fund | $883M | 25 | Mar 31, 2021 |
| Gei Viii Cvt Aiv, L.P | Private Equity Fund | $854M | 210 | Mar 31, 2022 |
| California Partners, L.P. | Private Equity Fund | $708M | 1 | Mar 31, 2021 |
| Green Equity Investors Side Cf, L.P. | Private Equity Fund | $702M | 24 | Mar 31, 2022 |
| Hb Coinvest LP | Private Equity Fund | $626M | 22 | Mar 29, 2024 |
| Green Equity Investors Cf II, L.P. | Private Equity Fund | $471M | 18 | Mar 31, 2022 |
| Gei-Jade Side Coinvest - A, L.P. | Private Equity Fund | $397M | 2 | Mar 31, 2023 |
| Jupiter LP Side Coinvest LLC | Private Equity Fund | $334M | 3 | Mar 31, 2015 |
| Bridal Group Investment, LLCno longer reported | Private Equity Fund | $309M | 4 | Feb 14, 2012 |
| Jupiter Roll Holdings LLC | Private Equity Fund | $299M | 19 | Mar 31, 2015 |
| Ess Coinvest LP | Private Equity Fund | $294M | 2 | Mar 31, 2022 |
| Cavalier Coinvestors, LPno longer reported | Private Equity Fund | $292M | 2 | Mar 27, 2013 |
| Jupiter LP Coinvest LLC | Private Equity Fund | $284M | 4 | Mar 31, 2015 |
| Cvt Coinvest LP | Private Equity Fund | $270M | 7 | Mar 31, 2022 |
| Pm Coinvest Ix LP | Private Equity Fund | $261M | 35 | Mar 29, 2024 |
| Capri Coinvest LP | Private Equity Fund | $261M | 8 | Mar 29, 2018 |
| Well Coinvest LP | Private Equity Fund | $256M | 21 | Mar 31, 2021 |
| Green Equity Investors V, L.P. | Private Equity Fund | $246M | 145 | Feb 14, 2012 |
| Bg Investment, LLCno longer reported | Private Equity Fund | $241M | 20 | Feb 14, 2012 |
| Green Equity Investors IV, L.P.no longer reported | Private Equity Fund | $225M | 108 | Feb 14, 2012 |
| Lgp Associates Viii-B LLC | Private Equity Fund | $217M | 193 | Mar 31, 2021 |
| Green Equity Investors Cf III - Side B, LP | Private Equity Fund | $214M | 17 | Mar 29, 2024 |
| Ltf Coinvest LPno longer reported | Private Equity Fund | $201M | 3 | Mar 30, 2016 |
| Lgp Associates Vii-B LLC | Private Equity Fund | $139M | 137 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- Maxwell John Baumer · Senior Partnercontrolsince 01/2016 · owns less than 5%
- Glenn John Danhakl · Managing Partnercontrolsince 03/1995 · owns less than 5%
- Lee Cody Franklin · Partner/Chief Financial Officercontrolsince 05/2005 · owns less than 5%
- Charles Andrew Goldberg · Partner/Chief Compliance Officercontrolsince 01/2016 · owns less than 5%
- Adam Jonathan Seiffer · Senior Partnercontrolsince 01/2016 · owns less than 5%
- Davis Jonathan Sokoloff · Managing Partnercontrolsince 04/1990 · owns less than 5%
- Glenn John Danhakl · Trusteecontrolsince 10/1997 · owns F of The Danhakl Revocable Family Trust
- Davis Jonathan Sokoloff · Trusteecontrolsince 12/1998 · owns F of The Sokoloff Family Trust
Entity owners
- Baumer Family 2003 Trust · Limited Partnerdirect · owns 5% to 10%
- Lgp Feeder, L.P. · Limited Partnerdirect · owns 50% to 75%
- Lgp Management, Inc. · General Partnerdirect · owns less than 5%
- Seiffer Family Trust · Limited Partnerdirect · owns 5% to 10%
- Emerald Holdings I, LLC · General Partnerindirect · owns F of Emerald Holdings II, L.P.
- Emerald Holdings II, L.P. · Limited Partnerindirect · owns 75% or more of Lgp Feeder, L.P.
- Lgp Management, Inc. · General Partnerindirect · owns F of Lgp Feeder, L.P.
- The Danhakl Revocable Family Trust · Managing Memberindirect · owns 25% to 50% of Emerald Holdings I, LLC
- The Danhakl Revocable Family Trust · Limited Partnerindirect · owns 25% to 50% of Emerald Holdings II, L.P.
- The Danhakl Revocable Family Trust · Shareholderindirect · owns 25% to 50% of Lgp Management, Inc.
- The Sokoloff Family Trust · Managing Memberindirect · owns 25% to 50% of Emerald Holdings I, LLC
- The Sokoloff Family Trust · Limited Partnerindirect · owns 25% to 50% of Emerald Holdings II, L.P.
- The Sokoloff Family Trust · Shareholderindirect · owns 25% to 50% of Lgp Management, Inc.
Related persons
Schedule D 7.A
- Gei Capital Cf II, LLCpooled vehicle sponsorn
- Gei Capital Cf III, LLCpooled vehicle sponsorn
- Gei Capital Cf, LLCpooled vehicle sponsorn
- Gei Capital Ix, LLCpooled vehicle sponsorn
- Gei Capital V, LLCpooled vehicle sponsorn
- Gei Capital Vi, LLCpooled vehicle sponsorn
- Gei Capital Vii, LLCpooled vehicle sponsorn
- Gei Capital Viii, LLCpooled vehicle sponsorn
- Jade Capital I, LLCpooled vehicle sponsorn
- Jade Capital II, LLCpooled vehicle sponsorn
- Karman Gp LLCpooled vehicle sponsory
- Peridot Coinvest Fund Gp LLCpooled vehicle sponsory
- Peridot Coinvest Manager LLCpooled vehicle sponsory
- Peridot Manager LLCpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 98 to 117Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 53 to 57Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 98 to 117Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $56B to $59BMar 31, 2025 to Mar 31, 2026
- Private funds · 89 to 107Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $75B to $86BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $75B to $86BMar 31, 2025 to Mar 31, 2026
- RAUM · $75B to $86BMar 31, 2025 to Mar 31, 2026
- Accounts · 84 to 98Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 49 to 53Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 84 to 98Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $54B to $56BMar 29, 2024 to Mar 31, 2025
- Employees · 87 to 96Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 75 to 89Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $78B to $75BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $78B to $75BMar 29, 2024 to Mar 31, 2025
- RAUM · $78B to $75BMar 29, 2024 to Mar 31, 2025
- Accounts · 74 to 84Apr 3, 2023 to Mar 29, 2024
- Advisory employees · 47 to 49Apr 3, 2023 to Mar 29, 2024
- Pooled vehicle clients · 74 to 84Apr 3, 2023 to Mar 29, 2024
- Assets in custody · $44B to $54BApr 3, 2023 to Mar 29, 2024
- Employees · 83 to 87Apr 3, 2023 to Mar 29, 2024
- Private funds · 65 to 75Apr 3, 2023 to Mar 29, 2024
- Discretionary RAUM · $70B to $78BApr 3, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $70B to $78BApr 3, 2023 to Mar 29, 2024
- RAUM · $70B to $78BApr 3, 2023 to Mar 29, 2024
- Accounts · 68 to 74Nov 15, 2022 to Mar 31, 2023
- Advisory employees · 40 to 47Nov 15, 2022 to Mar 31, 2023
- Pooled vehicle clients · 68 to 74Nov 15, 2022 to Mar 31, 2023
- Assets in custody · $50B to $44BNov 15, 2022 to Mar 31, 2023
- Employees · 71 to 83Nov 15, 2022 to Mar 31, 2023
- Private funds · 61 to 65Nov 15, 2022 to Mar 31, 2023
- Discretionary RAUM · $59B to $70BNov 15, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $59B to $70BNov 15, 2022 to Mar 31, 2023
- RAUM · $59B to $70BNov 15, 2022 to Mar 31, 2023
- Accounts · 57 to 68Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 41 to 40Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 57 to 68Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $37B to $50BMar 31, 2021 to Mar 31, 2022
Signals
2 dated events
- Leonard Green & Partners, L.P. reported RAUM $52.6B, up 28% from $41.1B (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Leonard Green & Partners, L.P. reported RAUM $41.1B, up 57% from $26.2B (2019-03-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Leonard Green & Partners, L.P. · Independent Sponsorsshared crd · capital_provider
- Leonard Green & Partners, L.P. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/leonard-greenreportedpublic record, Form ADV, Sep 17, 2026
- Website
- LEONARDGREEN.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 310-954-0444reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026