Hellman & Friedman Investors V, LLC (San Francisco)

Name: Hellman & Friedman Investors V, LLC
Address: One Maritime Plaza, 12 Th Floor, San Francisco, CA, 94111 3531
Telephone: 415-788-5111

Hellman & Friedman Investors V, LLC is a large advisory firm based in San Francisco. It manages $210.05 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Hellman & Friedman Investors V provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hellman & Friedman Investors V: assets under management

The assets under management (AUM) of Hellman & Friedman Investors V, LLC is $210.05 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $210.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105.02 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hellman & Friedman Investors V, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hellman & Friedman Investors V, LLC

Frederick Warren Hellman has been acting as President since 1 Aug 2004. Mitchell Ross Cohen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew Reed Barger	Deputy chairman	1 Aug 2004	Other	1199672
Frederick Warren Hellman	Chairman	1 Aug 2004	25% - 50%	1367884
Brian Mark Powers	Chief executive officer	1 Aug 2004	Other	1256905
Philip Ulfsson Hammarskjold	Member	1 Aug 2004	Other	1406809
Thomas Fahr Steyer	Member	1 Aug 2004	Other	1233313
Mitchell Ross Cohen	Member	1 Aug 2004	Other	4380403
Patrick John Healy	Member	1 Aug 2004	Other	4380404
Georgia Lee	Cfo	1 Aug 2004	Other	4520956
David Randolph Tunnell	Member	1 Aug 2004	Other	2280824
Allen Thorpe	Member	1 Aug 2004	Other	4771192
Arrie Park	General counsel & chief compliance officer	1 Aug 2004	Other	4771280
John Lyman Bunce	Member	1 Aug 2004	Other	1300356
Llc H&F Executives V	Member	1 Aug 2004	Other	01-0818601
Jeffrey A Goldstein	Member	1 Nov 2004	Other	1958140
Llc H & F Participants V	Member	1 Nov 2004	Other	65-1237756
Mitchell Ross Cohen	Chief compliance officer	1 Feb 2005	Other	4380403

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Arthur Rock	Member	1 Aug 2004	25% - 50%	1510336
Marco F. Hellman Trust B	Member	1 Aug 2004	25% - 50%	94-604713
Charles Andrew Ballard	Member	1 Nov 2004	25% - 50%	4938720

Based in San Francisco

The principal office where Hellman & Friedman Investors V, LLC performs its advisory services is located at One Maritime Plaza, 12 Th Floor, San Francisco, CA 94111 3531, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-788-5111 or by fax 415-788-0176. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.hf.com.