Hellman & Friedman LLC
San Francisco, CA·SEC-registered · CRD #158614
Hellman & Friedman LLC is an SEC-registered investment advisory firm in San Francisco, CA managing $110B across 55 client accounts, with 60 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$110B
Client accounts
55
Advisory staff
60
Fee model
Fee-only
How Hellman & Friedman LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Hellman & Friedman LLC
How much does Hellman & Friedman LLC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Hellman & Friedman LLC reports $110B in regulatory assets under management across roughly 55 client accounts.
How does Hellman & Friedman LLC charge?
Hellman & Friedman LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Hellman & Friedman LLC a fiduciary?
Yes. Hellman & Friedman LLC is registered with the U.S. Securities and Exchange Commission (CRD #158614), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Hellman & Friedman LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Hellman & Friedman LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Hellman & Friedman LLC's public SEC Form ADV filing (CRD #158614, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Hellman & Friedman LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Hellman & Friedman LLC? Claim this profile.