H&F Management Iii LLC (San Francisco)

Name: H&F Management Iii LLC
Address: One Maritime Plaza, 12 Th Fl, San Francisco, CA, 94111
Telephone: 415-788-5111

H&F Management Iii LLC is a large advisory firm based in San Francisco. It manages $322 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

H&F Management Iii 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.

H&F Management Iii: assets under management

The assets under management (AUM) of H&F Management Iii LLC is $322 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $322 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay H&F Management Iii 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 H&F Management Iii LLC

Frederick Warren Hellman has been acting as President since 1 Oct 2003. 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
Frederick Warren Hellman	Manager and member	1 Dec 1994	Other	1367884
Tully Michael Friedman	Member	1 Dec 1994	Other	214743
Matthew Reed Barger	Manager and member	1 Dec 1994	Other	1199672
John M Pasquesi	Member	1 Dec 1994	Other	1930268
John L Bunce	Member	1 Dec 1994	Other	1300356
Marco Warren Hellman	Member	1 Dec 1994	Other	4367230
Thomas Fahr Steyer	Member	1 Dec 1994	Other	1233313
Mitchell Ross Cohen	Member	1 Dec 1994	Other	4380403
Philip Ulfsson Hammarskjold	Member	1 Dec 1994	Other	1406809
Patrick John Healy	Member	1 Dec 1994	Other	4380404
Georgia Lee	Cfo	1 Dec 1994	Other	4520956
Brian Mark Powers	Member	1 Dec 1994	Other	1256905
John Lyman Bunce	Member	1 Dec 1994	Other	1300356
John Lyndon Bunce	Member	1 Dec 1994	Other	4380402
Richard M Levine	General counsel	1 Jul 1998	Other	4520959
Tully Michael Friedman	Withdrawn member	1 Dec 1999	Other	214743
John M Pasquesi	Withdrawn member	1 Dec 1999	Other	1930268
Marco Warren Hellman	Withdrawn member	1 Dec 1999	Other	4367230
David Randolph Tunnell	Member	1 Jan 2003	Other	2280824
Frederick Warren Hellman	Chairman	1 Oct 2003	Other	1367884
Matthew Reed Barger	Deputy chairman	1 Oct 2003	Other	1199672
Brian Mark Powers	Chief executive officer	1 Oct 2003	Other	1256905
Allen Thorpe	Member	1 Jan 2004	Other	4771192
Arrie Park	General counsel	1 Feb 2004	Other	4771280
Mitchell Ross Cohen	Chief compliance officer	1 Feb 2005	Other	4380403

Based in San Francisco

The principal office where H&F Management Iii LLC performs its advisory services is located at One Maritime Plaza, 12 Th Fl, San Francisco, CA 94111, 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.