Investment adviser · CRD 158164

LEONARD GREEN & PARTNERS, L.P.

LOS ANGELES, CA, United States · Form ADV filed Mar 31, 2025

Regulatory AUM
$75B
Form ADV · Item 5.F
Client accounts
98
Accounts, not individual clients
Employees
96
Reported in this filing
Advisory professionals
53
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$38.9B$77.8BFY 2021: $58,783,837,239.00FY 2021FY 2022: $69,749,207,798.00FY 2022FY 2023: $77,831,733,868.00FY 2023FY 2024: $75,013,953,069.00FY 2024

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
2022$69,749,207,79883Mar 31, 2023
2023$77,831,733,86887Mar 29, 2024
2024$75,013,953,06996Mar 31, 2025

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 vehicles98$75,013,953,069100.0%
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.

KPMG, LLP

Auditor · 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.

Showing the first 50 funds.

Private funds & service providers

89 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 IX, L.P.Private Equity Fund · Master$10.8BGross 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 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
805-7979311665
Reported beneficial owners
136
Minimum commitment
$0
Form D file number
021-431711

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.

GREEN EQUITY INVESTORS SIDE VIII, L.P.Private Equity Fund · Master$9.32BGross 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 PRINCIPAL BANK MINNEAPOLIS, Minnesota, 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

PRINCIPAL BANK
LEI 549300GJUS3RD4RG4D56

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source
Fund ID
805-5957863615
Reported beneficial owners
82
Minimum commitment
$0
Form D file number
021-342107

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.

GREEN EQUITY INVESTORS VIII, L.P.Private Equity Fund$8.06BGross 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 PRINCIPAL BANK MINNEAPOLIS, Minnesota, 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

PRINCIPAL BANK
LEI 549300GJUS3RD4RG4D56

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source
Fund ID
805-4696263466
Reported beneficial owners
131
Minimum commitment
$0
Form D file number
021-342107

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.

GREEN EQUITY INVESTORS IX, L.P.Private Equity Fund$7.08BGross 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 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
805-8503631489
Reported beneficial owners
142
Minimum commitment
$0
Form D file number
021-431711

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.

GREEN EQUITY INVESTORS VI, L.P.Private Equity Fund · Master$4.41BGross 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 PRINCIPAL BANK MINNEAPOLIS, Minnesota, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

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

PRINCIPAL BANK
LEI 549300GJUS3RD4RG4D56

Fund details & source
Fund ID
805-8792909034
Reported beneficial owners
128
Minimum commitment
$0
Form D file number
021-166398
Form D file number
021-166394

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.

GREEN EQUITY INVESTORS SIDE VII, L.P.Private Equity Fund · Master$4.35BGross 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 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 PRINCIPAL BANK MINNEAPOLIS, Minnesota, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

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

PRINCIPAL BANK
LEI 549300GJUS3RD4RG4D56

Fund details & source
Fund ID
805-3204426326
Reported beneficial owners
72
Minimum commitment
$0
Form D file number
021-258063

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.

GREEN EQUITY INVESTORS VII, L.P.Private Equity Fund$3.66BGross 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 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 PRINCIPAL BANK MINNEAPOLIS, Minnesota, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

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

PRINCIPAL BANK
LEI 549300GJUS3RD4RG4D56

Fund details & source
Fund ID
805-7335400164
Reported beneficial owners
144
Minimum commitment
$0
Form D file number
021-258063

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.