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HELLMAN & FRIEDMAN LLC

SAN FRANCISCO, CA · CRD 158614 · IAPD ↗ · (415) 788-5111

$110.42BRegulatory AUM
60Advisory reps
120Employees
0Clients
n/aPlanning clients
45Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — HELLMAN & FRIEDMAN LLC shrank from 70 to 60 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — HELLMAN & FRIEDMAN LLC reported RAUM up 40% ($75.34B -> $105.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — HELLMAN & FRIEDMAN LLC grew from 65 to 70 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.