Leonard Green & Partners, L.P
Answer a few questions and
get matched with an advisor.
Learn more about Leonard Green & Partners, L.P
Overview
Leonard Green & Partners, L.P is a financial advisor firm headquartered in Los Angeles, California. Leonard Green & Partners, L.P has $69.7 billion in assets under management across 74 accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). It has an average-sized group, including 47 financial advisors. Leonard Green & Partners, L.P is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, bonds and stocks.
Leonard Green & Partners, L.P manages all of the firm's client assets in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by an investment advisor without needing the customer's consent. The advisory firm manages about $942.6 million in assets for every account. An average financial advisor at Leonard Green & Partners, L.P administers around two client accounts, placing it among the most individualized financial advisor firms in the country.
Leonard Green & Partners, L.P's main office is at 11111 Santa Monica Blvd., Los Angeles, California 90025. It is registered to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Leonard Green & Partners, L.P by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$69.7 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
83
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
74
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$942.6 million
Fee Structure
Fees for financial management usually depend on which services the firm provides the client. However, fees charged by the company most likely include some combination of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its 74 customers, Leonard Green & Partners, L.P's largest client group is pooled investment vehicles. Around 14% of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Leonard Green & Partners, L.P does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.