Investment adviser · CRD 158164

LEONARD GREEN & PARTNERS, L.P.

LOS ANGELES, CA, United States · Form ADV filed Sep 13, 2022

Regulatory AUM: $58.8B
Client accounts: 68
Employees: 71
Advisory professionals: 40

How this adviser has changed

Annual filings

Regulatory assets under management

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal year	Regulatory AUM	Employees	Filed
2021	$58,783,837,239	71	Mar 31, 2022

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	68	$58,783,837,239	100.0%

Filing source

Form ADV 1673878 · Sep 13, 2022 · Item 5.D

Reported by LEONARD GREEN & PARTNERS, L.P. (CRD 158164).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

61 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

OMNIA COINVEST LPPrivate Equity Fund$450MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

OMNIA Coinvest LP

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG, LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG, LLP
PCAOB 185

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-7067049978
Reported beneficial owners: 25
Minimum commitment: $0
Form D file number: 021-377172

Form ADV 1673878 · Sep 13, 2022 · Schedule D 7.B.(1)

Reported by LEONARD GREEN & PARTNERS, L.P. (CRD 158164).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

GREEN EQUITY INVESTORS CF II, L.P.Private Equity Fund$295MGross asset value

Search Form D filings →

Fund administrator SEI GLOBAL SERVICES, INC OAKS, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG, LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian BANK OF AMERICA, N.A. LOS ANGELES, California, United States Related to adviser: No Other funds reporting this name →

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SANTA MONICA, California, United States Related to adviser: No Other funds reporting this name →

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG, LLP
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-2696347314
Reported beneficial owners: 18
Minimum commitment: $0
Form D file number: 021-422433

Form ADV 1673878 · Sep 13, 2022 · Schedule D 7.B.(1)

Reported by LEONARD GREEN & PARTNERS, L.P. (CRD 158164).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

LGP ASSOCIATES VII-B LLCPrivate Equity Fund$238MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

LGP Associates VII-B LLC

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG, LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SANTA MONICA, California, United States Related to adviser: No Other funds reporting this name →

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG, LLP
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-4562670162
Reported beneficial owners: 134
Minimum commitment: $0
Form D file number: 021-354634
Form D file number: 021-342734
Form D file number: 021-337477
Form D file number: 021-316923
Form D file number: 021-287562
Form D file number: 021-311774
Form D file number: 021-306635
Form D file number: 021-299495
Form D file number: 021-298521
Form D file number: 021-297045
Form D file number: 021-293180
Form D file number: 021-290281

Form ADV 1673878 · Sep 13, 2022 · Schedule D 7.B.(1)

Reported by LEONARD GREEN & PARTNERS, L.P. (CRD 158164).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

CALIFORNIA PARTNERS, L.P.Private Equity Fund$229MGross asset value

Search Form D filings →

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG, LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SANTA MONICA, California, United States Related to adviser: No Other funds reporting this name →

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG, LLP
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-6268000354
Reported beneficial owners: 2
Minimum commitment: $0

Form ADV 1673878 · Sep 13, 2022 · Schedule D 7.B.(1)

Reported by LEONARD GREEN & PARTNERS, L.P. (CRD 158164).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

JUPITER LP SIDE COINVEST LLCPrivate Equity Fund$228MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Jupiter LP Side Coinvest LLC

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SANTA MONICA, California, United States Related to adviser: No Other funds reporting this name →

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 185

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-6221300083
Reported beneficial owners: 3
Minimum commitment: $0
Form D file number: 021-221068

Form ADV 1673878 · Sep 13, 2022 · Schedule D 7.B.(1)

Reported by LEONARD GREEN & PARTNERS, L.P. (CRD 158164).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

CVT COINVEST LPPrivate Equity Fund$227MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

CVT Coinvest LP

Fund administrator SEI GLOBAL SERVICES, INC OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG, LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG, LLP
PCAOB 185

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-2693077165
Reported beneficial owners: 7
Minimum commitment: $0
Form D file number: 021-423385

Form ADV 1673878 · Sep 13, 2022 · Schedule D 7.B.(1)

Reported by LEONARD GREEN & PARTNERS, L.P. (CRD 158164).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

ESS COINVEST LPPrivate Equity Fund$219MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

ESS Coinvest LP

Fund administrator SEI GLOBAL SERVICES, INC OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor KPMG, LLP LOS ANGELES, California, United States Other funds reporting this name →

Custodian WELLS FARGO BANK, NA SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG, LLP
PCAOB 185

WELLS FARGO BANK, NA
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-5700934558
Reported beneficial owners: 3
Minimum commitment: $0
Form D file number: 021-383599

Form ADV 1673878 · Sep 13, 2022 · Schedule D 7.B.(1)

Reported by LEONARD GREEN & PARTNERS, L.P. (CRD 158164).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 31, 2022 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 1673878 · Sep 13, 2022 · Items 1 & 5

Reported by LEONARD GREEN & PARTNERS, L.P. (CRD 158164).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary: $58.8B
Non-discretionary: $0

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

11111 SANTA MONICA BLVD., SUITE 2000
LOS ANGELES, CA, 90025, United States

CRD 158164

Filing source

Form ADV 1673878 · Sep 13, 2022 · Items 1 & 5

Reported by LEONARD GREEN & PARTNERS, L.P. (CRD 158164).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.