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
Hellman & Friedman LLC
Latest filing Mar 25, 2026
First filing on the tape Feb 10, 2012 · 41 filings
SEC status approved since Mar 30, 2012
RAUM
$110B
reported, Item 5.F
Discretionary
94%
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
120
60 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
45
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$110B as of Mar 25, 2026
Mar 27, 2013$16B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 27, 20130 then
Employees (5.A)120 as of Mar 25, 2026
Mar 27, 201370 then
Private funds45 as of Mar 25, 2026
Mar 27, 201313 then
RAUM +2.7% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
- $2.5BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.7%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, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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)
- 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$110B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 45reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
59 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 09.01 Hellman & Friedman Capital Partners Ix, L.P. | Private Equity Fund | $14B | 194 | Mar 27, 2019 |
| 11.02 Hellman & Friedman Capital Partners Xi (Parallel), L.P. | Private Equity Fund | $13B | 201 | Mar 26, 2024 |
| 10.01 Hellman & Friedman Capital Partners X, L.P. | Private Equity Fund | $13B | 206 | Mar 29, 2022 |
| 10.02 Hellman & Friedman Capital Partners X (Parallel), L.P. | Private Equity Fund | $12B | 185 | Mar 29, 2022 |
| 08.1 Hellman & Friedman Capital Partners Viii, L.P. | Private Equity Fund | $10B | 205 | Mar 27, 2015 |
| 09.02 Hellman & Friedman Capital Partners Ix (Parallel), L.P. | Private Equity Fund | $10.0B | 114 | Mar 27, 2019 |
| 11.01 Hellman & Friedman Capital Partners Xi, L.P. | Private Equity Fund | $8.1B | 138 | Mar 26, 2024 |
| 08.2 Hellman & Friedman Capital Partners Viii (Parallel), L.P. | Private Equity Fund | $4.7B | 15 | Mar 27, 2015 |
| 07.1 Hellman & Friedman Capital Partners Vii, L.P. | Private Equity Fund | $2.1B | 247 | Feb 10, 2012 |
| 09.17 Samson Partners, L.P. | Private Equity Fund | $1.9B | 28 | Mar 29, 2021 |
| 09.14 Samson Shield 2, L.P. | Private Equity Fund | $1.7B | 37 | Mar 29, 2021 |
| 09.13 Samson Shield 1, L.P. | Private Equity Fund | $1.3B | 75 | Mar 29, 2021 |
| 09.03 Hfcp Ix (Parallel-A), L.P. | Private Equity Fund | $1.3B | 5 | Mar 27, 2019 |
| 10.03 Hfcp X (Parallel-A), L.P. | Private Equity Fund | $1.2B | 12 | Mar 29, 2022 |
| 09.18 Paddington Partners, L.P. | Private Equity Fund | $1.1B | 23 | Mar 26, 2024 |
| 09.16 Samson Brunello 2, L.P. | Private Equity Fund | $962M | 30 | Mar 29, 2022 |
| 08.3 Hfcp Viii (Parallel-A), L.P. | Private Equity Fund | $882M | 12 | Mar 27, 2015 |
| 07.2 Hellman & Friedman Capital Partners Vii (Parallel), L.P. | Private Equity Fund | $762M | 14 | Feb 10, 2012 |
| 09.15 Samson Brunello 1, L.P. | Private Equity Fund | $756M | 75 | Mar 29, 2022 |
| 09.19 Paddington Partners 2, L.P. | Private Equity Fund | $730M | 32 | Mar 26, 2024 |
| 09.10 H&F Arrow 2, L.P. | Private Equity Fund | $716M | 26 | Mar 29, 2021 |
| 10.04 H&F Executives X, L.P. | Private Equity Fund | $624M | 145 | Mar 29, 2022 |
| 09.09 H&F Arrow 1, L.P. | Private Equity Fund | $623M | 52 | Mar 29, 2021 |
| 09.04 H&F Executives Ix, L.P. | Private Equity Fund | $594M | 77 | Mar 27, 2019 |
| 09.12 Samson Hockey 2, L.P. | Private Equity Fund | $582M | 30 | Mar 29, 2021 |
| 09.11 Samson Hockey 1, L.P. | Private Equity Fund | $458M | 75 | Mar 29, 2021 |
| 7.5 H&F Hockey Partners, L.P.no longer reported | Private Equity Fund | $381M | 9 | Mar 27, 2014 |
| 11.03 Hfcp Xi (Parallel-A), L.P. | Private Equity Fund | $353M | 8 | Mar 26, 2024 |
| 09.20 Paddington Partners 3, L.P. | Private Equity Fund | $350M | 9 | Mar 26, 2024 |
| 11.04 H&F Executives Xi, L.P. | Private Equity Fund | $323M | 112 | Mar 26, 2024 |
| 06.1 Hellman & Friedman Capital Partners Vi, L.P.no longer reported | Private Equity Fund | $318M | 234 | Feb 10, 2012 |
| 11.07 Parker Co-Invest, L.P. | Private Equity Fund | $301M | 2 | Mar 26, 2024 |
| 8.6 H&F Polaris Partners, L.P.no longer reported | Private Equity Fund | $298M | 25 | Mar 30, 2017 |
| 08.4 H&F Executives Viii, L.P. | Private Equity Fund | $267M | 40 | Mar 27, 2015 |
| 7.6 H&F Hockey Partners II, L.P.no longer reported | Private Equity Fund | $255M | 3 | Mar 27, 2014 |
| 5.1 Hellman & Friedman Capital Partners V, L.P.no longer reported | Private Equity Fund | $207M | 129 | Feb 10, 2012 |
| 11.06 H&F Associates Xi, L.P. | Private Equity Fund | $180M | 1 | Mar 26, 2024 |
| 07.3 Hfcp Vii (Parallel-A), L.P. | Private Equity Fund | $136M | 7 | Feb 10, 2012 |
| 09.05 H&F Executives Ix-A, L.P. | Private Equity Fund | $105M | 52 | Mar 27, 2019 |
| 10.05 H&F Executives X-A, L.P. | Private Equity Fund | $87.1M | 56 | Mar 29, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Ulfsson Philip Hammarskjold · Executive Chairman, Partner And Membercontrolsince 01/1996 · owns 10% to 25%
- John Patrick Healy · Chief Executive Officer And Partnercontrolsince 01/1999 · owns less than 5%
- Russell Allen Thorpe · Partner And Membercontrolsince 01/2004 · owns 10% to 25%
- Randolph David Tunnell · Partner And Membercontrolsince 01/2003 · owns 10% to 25%
- David Stuart Banks · Partnersince 01/2016 · owns less than 5%
- David Jacob Best · Partnersince 01/2023 · owns less than 5%
- Edward Gary Bischoping · Partnersince 06/2021 · owns less than 5%
- White Susanna Daniels · Partnersince 01/2018 · owns less than 5%
- Dean Brian Doyle · Partnersince 07/2012 · owns less than 5%
- Houston Stephen Ensley · Partnersince 01/2021 · owns less than 5%
- Ari Benjamin Farkas · Partnersince 01/2017 · owns less than 5%
- Stefan Goetz · Partnersince 07/2008 · owns less than 5%
- Christopher Blake Kleinman · Partner And Membersince 01/2012 · owns 5% to 10%
- Johannes Korp · Partnersince 01/2021 · owns less than 5%
- Godefroy Alexandre Adrien Motte · Partnersince 01/2024 · owns less than 5%
- Sameer Narang · Partnersince 01/2018 · owns less than 5%
- Annmarie Neal · Partnersince 01/2019 · owns less than 5%
- Roh Arrie Park · Chief Legal Officer And Partnersince 02/2004 · owns less than 5%
- Hunter Paul Philbrick · Partner And Membersince 01/2013 · owns 5% to 10%
- Lynn Sheryl Rowold · Chief Compliance Officersince 07/2012 · owns less than 5%
- Olivia Leonora Saurel · Partnersince 01/2016 · owns less than 5%
- Andrew Judd Sher · Chief Financial Officer And Partnersince 06/2012 · owns less than 5%
- Tarim Wasim · Partner And Membersince 01/2013 · owns 5% to 10%
- Richard Trevor Watt · Partnersince 01/2011 · owns less than 5%
Entity owners
- Hellman & Friedman Holdings Gp LLC · Managing Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
- 01.1 Hellman & Friedman Llpinvestment advisery
- 07.1 Hellman & Friedman Investors Vii, L.P.investment adviserbankpooled vehicle sponsorn
- 08.1 Hellman & Friedman Investors Viii, L.P.investment adviserbankpooled vehicle sponsorn
- 09.1 Hellman & Friedman Investors Ix, L.P.investment adviserbankpooled vehicle sponsorn
- 09.2 H&F Arrow Gp, LLCinvestment adviserpooled vehicle sponsorn
- 09.3 Samson Investment Gp, LLCinvestment adviserpooled vehicle sponsorn
- 09.4 Samson Investors, L.P.investment adviserpooled vehicle sponsorn
- 09.5 Paddington Investors, L.P.investment adviserpooled vehicle sponsorn
- 10.1 Hellman & Friedman Investors X, L.P.investment adviserbankpooled vehicle sponsorn
- 11.1 Hellman & Friedman Investors Xi, L.P.investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY16 employees
What changed
consecutive filings, newest first
- Advisory employees · 70 to 60Mar 28, 2025 to Mar 25, 2026
- Discretionary RAUM · $100B to $103BMar 28, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $7.6B to $7.0BMar 28, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $107B to $110BMar 28, 2025 to Mar 25, 2026
- RAUM · $107B to $110BMar 28, 2025 to Mar 25, 2026
- Accounts · 42 to 45May 31, 2024 to Mar 28, 2025
- Pooled vehicle clients · 42 to 45May 31, 2024 to Mar 28, 2025
- Financial planning clients · unset to May 31, 2024 to Mar 28, 2025
- Private funds · 42 to 45May 31, 2024 to Mar 28, 2025
- Discretionary RAUM · $105B to $100BMay 31, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $301M to $7.6BMay 31, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $106B to $107BMay 31, 2024 to Mar 28, 2025
- RAUM · $106B to $107BMay 31, 2024 to Mar 28, 2025
- Accounts · 32 to 42Mar 24, 2023 to Mar 26, 2024
- Advisory employees · 65 to 70Mar 24, 2023 to Mar 26, 2024
- Pooled vehicle clients · 32 to 42Mar 24, 2023 to Mar 26, 2024
- Employees · 110 to 120Mar 24, 2023 to Mar 26, 2024
- Private funds · 32 to 42Mar 24, 2023 to Mar 26, 2024
- Discretionary RAUM · $75B to $105BMar 24, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $0 to $301MMar 24, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $75B to $106BMar 24, 2023 to Mar 26, 2024
- RAUM · $75B to $106BMar 24, 2023 to Mar 26, 2024
- Accounts · 36 to 32Mar 29, 2022 to Mar 24, 2023
- Advisory employees · 60 to 65Mar 29, 2022 to Mar 24, 2023
- Pooled vehicle clients · 36 to 32Mar 29, 2022 to Mar 24, 2023
- Employees · 95 to 110Mar 29, 2022 to Mar 24, 2023
- Private funds · 36 to 32Mar 29, 2022 to Mar 24, 2023
- Discretionary RAUM · $87B to $75BMar 29, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $87B to $75BMar 29, 2022 to Mar 24, 2023
- RAUM · $87B to $75BMar 29, 2022 to Mar 24, 2023
- Accounts · 27 to 36Jul 15, 2021 to Mar 29, 2022
- Advisory employees · 55 to 60Jul 15, 2021 to Mar 29, 2022
- Pooled vehicle clients · 27 to 36Jul 15, 2021 to Mar 29, 2022
- Private funds · 27 to 36Jul 15, 2021 to Mar 29, 2022
- Discretionary RAUM · $52B to $87BJul 15, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $52B to $87BJul 15, 2021 to Mar 29, 2022
- RAUM · $52B to $87BJul 15, 2021 to Mar 29, 2022
- Accounts · 20 to 27Jan 5, 2021 to Mar 29, 2021
- Advisory employees · 50 to 55Jan 5, 2021 to Mar 29, 2021
- Pooled vehicle clients · 20 to 27Jan 5, 2021 to Mar 29, 2021
Signals
3 dated events
- Hellman & Friedman Llc reported RAUM $105.7B, up 40% from $75.3B (2023-03-24 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- Hellman & Friedman Llc reported RAUM $86.7B, up 65% from $52.4B (2021-07-15 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Hellman & Friedman Llc reported RAUM $44.9B, up 55% from $28.9B (2019-01-14 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Hellman & Friedman LLC · Independent Sponsorsshared crd · capital_provider
- Hellman & Friedman LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/hellman-&-friedmanreportedpublic record, Form ADV, Sep 17, 2026
- Website
- hf.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (415) 788-5111reportedpublic record, Form ADV, Mar 25, 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