Investment adviser · CRD 158164

LEONARD GREEN & PARTNERS, L.P.

LOS ANGELES, CA, United States · Form ADV filed Sep 13, 2022

Regulatory AUM: $58.8B
Client accounts: 68
Employees: 71
Advisory professionals: 40

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

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	68	$58,783,837,239	100.0%

Filing source

Form ADV 1673878 · Sep 13, 2022 · 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

61 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.

SHINGLE COINVEST LPPrivate Equity Fund$1.36BGross asset value

Form D fundraising filings

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

Shingle Coinvest LP

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: 805-4728814944
Reported beneficial owners: 8
Minimum commitment: $0
Form D file number: 021-312647

Form ADV 1673878 · Sep 13, 2022 · 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.

JADE EQUITY INVESTORS, L.P.Private Equity Fund$1.04BGross asset value

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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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SANTA MONICA, California, 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

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-5578777395
Reported beneficial owners: 87
Minimum commitment: $0
Form D file number: 021-342116

Form ADV 1673878 · Sep 13, 2022 · 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.

JADE EQUITY INVESTORS SIDE, L.P.Private Equity Fund · Master$1.04BGross asset value

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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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SANTA MONICA, California, 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

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-6757515523
Reported beneficial owners: 71
Minimum commitment: $0
Form D file number: 021-342116

Form ADV 1673878 · Sep 13, 2022 · 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.

GEI VIII CVT AIV, L.PPrivate Equity Fund$934MGross asset value

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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: No
External marketing: No

KPMG, LLP
PCAOB 185

WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09

Fund details & source

Fund ID: 805-4697988782
Reported beneficial owners: 213
Minimum commitment: $0

Form ADV 1673878 · Sep 13, 2022 · 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$661MGross asset value

Form D fundraising filings

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

Capri Coinvest LP

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: No (provided to no 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: 805-4501467547
Reported beneficial owners: 8
Minimum commitment: $0
Form D file number: 021-295775

Form ADV 1673878 · Sep 13, 2022 · 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.

GREEN EQUITY INVESTORS SIDE CF, L.P.Private Equity Fund$609MGross asset value

Search Form D filings →

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 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: 805-3790077717
Reported beneficial owners: 25
Minimum commitment: $0
Form D file number: 021-3878521

Form ADV 1673878 · Sep 13, 2022 · 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.

PM COINVEST LPPrivate Equity Fund$497MGross asset value

Form D fundraising filings

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

PM Coinvest LP

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: 805-5577297249
Reported beneficial owners: 6
Minimum commitment: $0
Form D file number: 021-304886

Form ADV 1673878 · Sep 13, 2022 · 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, 2022 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 1673878 · Sep 13, 2022 · 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: $58.8B
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 1673878 · Sep 13, 2022 · 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.