Investment adviser · CRD 158164
LEONARD GREEN & PARTNERS, L.P.
LOS ANGELES, CA, United States · Form ADV filed Apr 3, 2023
- Regulatory AUM
- $69.7B Form ADV · Item 5.F
- Client accounts
- 74 Accounts, not individual clients
- Employees
- 83 Reported in this filing
- Advisory professionals
- 47 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory 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.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $58,783,837,239 | 71 | Mar 31, 2022 |
| 2022 | $69,749,207,798 | 83 | Mar 31, 2023 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 74 | $69,749,207,798 | 100.0% |
Filing source
Form ADV 1748846 · Apr 3, 2023 · 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
65 detailed fund recordsLargest 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 CF II, L.P.Private Equity Fund$318MGross asset value
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 1748846 · Apr 3, 2023 · 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$301MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
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
- 4
- Minimum commitment
- $0
- Form D file number
- 021-221068
Form ADV 1748846 · Apr 3, 2023 · 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 ROLL HOLDINGS LLCPrivate Equity Fund$270MGross asset value
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
- 805-6070723548
- Reported beneficial owners
- 19
- Minimum commitment
- $0
Form ADV 1748846 · Apr 3, 2023 · 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 COINVEST LLCPrivate Equity Fund$257MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
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
- 805-8900317168
- Reported beneficial owners
- 5
- Minimum commitment
- $0
- Form D file number
- 021-221063
Form ADV 1748846 · Apr 3, 2023 · 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$238MGross asset value
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
- 3
- Minimum commitment
- $0
Form ADV 1748846 · Apr 3, 2023 · 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.
CAPRI COINVEST LPPrivate Equity Fund$234MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
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
- 805-4501467547
- Reported beneficial owners
- 9
- Minimum commitment
- $0
- Form D file number
- 021-295775
Form ADV 1748846 · Apr 3, 2023 · 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$228MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
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
- 8
- Minimum commitment
- $0
- Form D file number
- 021-423385
Form ADV 1748846 · Apr 3, 2023 · 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, 2023 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 1748846 · Apr 3, 2023 · 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
- $69.7B
- Non-discretionary
- $0
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
11111 SANTA MONICA BLVD., SUITE 2000LOS ANGELES, CA, 90025, United States
CRD 158164
Filing source
Form ADV 1748846 · Apr 3, 2023 · 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.