RIA Intel›Advisers›California›HELLMAN & FRIEDMAN LLC

HELLMAN & FRIEDMAN LLC

Institutional

N·SAN FRANCISCO, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$110.4B

1-Year AUM Growth

+40.3%

3-Year CAGR

+27.6%

Employees

60

Assets Under Management

Total AUM$110.4B

Discretionary AUM$103.4B

Non-Discretionary AUM$7.0B

Discretionary %93.6%

Total Clients45

Team

Total Employees60

Investment Advisers120

Employee Growth (1Y)+7.7%

Filing History

Total Filings on Record38

First FilingFeb 10, 2012

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HELLMAN & FRIEDMAN LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.