LEONARD GREEN & PARTNERS, L.P.: Investment Adviser Form ADV Filing

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
2022	$69,749,207,798	83	Mar 31, 2023
2023	$77,831,733,868	87	Mar 29, 2024
2024	$75,013,953,069	96	Mar 31, 2025

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	98	$75,013,953,069	100.0%

Filing source

Form ADV 1963041 · Mar 31, 2025 · Item 5.D

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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

1 selected 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.

View all funds in this filing

LGP EXECUTIVE ASSOCIATES I-C, LLCPrivate Equity Fund$19.1MGross asset value

Form D fundraising filings

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

LGP Executive Associates I-C 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 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: 805-9112927361
Reported beneficial owners: 134
Minimum commitment: $0
Form D file number: 021-528050
Form D file number: 021-532650

Form ADV 1963041 · Mar 31, 2025 · Schedule D 7.B.(1)

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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 29, 2024 · previous imported filing

Regulatory AUM$77,831,733,868 → $75,013,953,069
Client accounts84 → 98
Employees87 → 96

Filing source

Form ADV 1963041 · Mar 31, 2025 · Items 1 & 5

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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: $75B
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 1963041 · Mar 31, 2025 · Items 1 & 5

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

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.