Investment adviser · CRD 158164

LEONARD GREEN & PARTNERS, L.P.

LOS ANGELES, CA, United States · Form ADV filed Nov 15, 2022

Regulatory AUM
$58.8B
Form ADV · Item 5.F
Client accounts
68
Accounts, not individual clients
Employees
71
Reported in this filing
Advisory professionals
40
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$29.4B$58.8BFY 2021: $58,783,837,239.00FY 2021

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 yearRegulatory AUMEmployeesFiled
2021$58,783,837,23971Mar 31, 2022

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles68$58,783,837,239100.0%
Filing source

Form ADV 1680601 · Nov 15, 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.

WELLS FARGO BANK, NA

Custodian · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

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.

GREEN EQUITY INVESTORS SIDE VII, L.P.Private Equity Fund · Master$9.71BGross asset value
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 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
805-3204426326
Reported beneficial owners
93
Minimum commitment
$0
Form D file number
021-258063

Form ADV 1680601 · Nov 15, 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 VII, L.P.Private Equity Fund$8.08BGross asset value
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 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
805-7335400164
Reported beneficial owners
135
Minimum commitment
$0
Form D file number
021-258063

Form ADV 1680601 · Nov 15, 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 VI, L.P.Private Equity Fund · Master$6.14BGross asset value

Form D fundraising filings

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

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 BANK OF AMERICA, N.A LOS ANGELES, California, United States Related to adviser: No Other funds reporting this name →
Custodian JPMORGAN CHASE BANK, 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
805-8792909034
Reported beneficial owners
141
Minimum commitment
$0
Form D file number
021-166394
Form D file number
021-166398

Form ADV 1680601 · Nov 15, 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 SIDE VIII, L.P.Private Equity Fund · Master$5.26BGross asset value
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
805-5957863615
Reported beneficial owners
111
Minimum commitment
$0
Form D file number
021-342107

Form ADV 1680601 · Nov 15, 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 VIII, L.P.Private Equity Fund$4.54BGross asset value
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
805-4696263466
Reported beneficial owners
123
Minimum commitment
$0
Form D file number
021-342107

Form ADV 1680601 · Nov 15, 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 SIDE VI, L.P.Private Equity Fund$3.66BGross asset value

Form D fundraising filings

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

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

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

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

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source
Fund ID
805-2253334009
Reported beneficial owners
32
Minimum commitment
$0
Form D file number
021-166404

Form ADV 1680601 · Nov 15, 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, L.P.Private Equity Fund · Master$1.7BGross asset value
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 BANK OF AMERICA LOS ANGELES, 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

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source
Fund ID
805-6294211217
Reported beneficial owners
75
Minimum commitment
$0
Form D file number
021-387852

Form ADV 1680601 · Nov 15, 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 Sep 13, 2022 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 1680601 · Nov 15, 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 1680601 · Nov 15, 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.