Hellman & Friedman Investors V, LLC (San Francisco)


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.