Form D · Investing

Well Coinvest LP

Los Angeles, CA · CIK 0001833907

Offering snapshot reported Nov 25, 2020 · SEC filing

Reported sold: $215M
Investors reported: 21
Minimum accepted: $0
First sale: Nov 23, 2020

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 25, 2020	Initial	$215,000,000	No comparison	21	SEC filing

Offering details

Securities: Equity
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: Yes

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-381541

Source: Form D, filed Nov 25, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

WELL COINVEST LP

Investment adviser: LEONARD GREEN & PARTNERS, L.P.

Gross asset value: $335M
Beneficial owners: 21
ADV minimum commitment: $0

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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 asset history · 5 annual observations

Scroll to see all columns →

Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$190,536,802	21	Mar 31, 2022
2022	$172,898,928	22	Mar 31, 2023
2023	$256,325,292	21	Mar 29, 2024
2024	$301,773,676	20	Mar 31, 2025
2025	$335,040,471	21	Mar 31, 2026

Filing source

Form ADV 2082274 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-6770299802

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

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
John G. Danhakl	Director, Executive
Cody L. Franklin	Executive
Andrew C. Goldberg	Executive
N/A Leonard Green & Partners, L.P.	Promoter
Jonathan D. Sokoloff	Director, Executive

Issuer details

Industry: Investing (See others in industry)

Address:

11111 Santa Monica Boulevard Suite 2000
Los Angeles, CA, 90025
Phone: (310) 954-0444