LEONARD GREEN Overview
Leonard Green Partners Lp is an investment advisor that manages 14.8 BN dollars in regulatory AUM and has 40 employees, of which 29 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 03/31/23. The fund's latest filing disclosed 6BN in positions, representing 38% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/23. The fund's latest filing disclosed 6BN in positions, representing 38% of the manager's regulatory AUM.
LEONARD GREEN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LEONARD GREEN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MCW | 33.37% | Cons. Disc. | -3.36% | -1.92% | 221 | 1% | ||
| CLVT | 19.34% | Financials | -18.21% | -3.5% | 25 | 5% | ||
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FEATURED IN
LEONARD GREEN Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John G. Danhakl | Managing Partner | March-1995 |
| Jonathan D. Sokoloff | Managing Partner | April-1990 |
| Peter J. Nolan | Senior Advisor | June-1997 |
| John M. Baumer | Partner | January-2001 |
| Jonathan A. Seiffer | Partner | July-1998 |
| Cody D. Franklin | Chief Financial Officer | May-2005 |
| Adrian J. Maizey | Chief Operating Officer/Chief Compliance Officer | July-2014 |
LEONARD GREEN Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
LEONARD GREEN Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The Funds invest primarily in North American-based companies, pursuing investments that meet LGP’s target market investment criteria. LGP seeks to achieve the Funds’ investment objectives by proactively sourcing investment opportunities, conducting rigorous due diligence of potential investments, developing creative structuring and financing structures to facilitate these investments, being actively involved in value creation post-acquisition, and seeking opportunities for timely realization of Fund investments.
LGP generally targets investments in market-leading franchises, defensible competitive positions and a successful track record, with a preference for companies in the following sectors: retail, distribution, healthcare, aerospace/defense and consumer/business services. While LGP is primarily a control investor, the Funds also invest in minority positions, generally in “sha...
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The Funds invest primarily in North American-based companies, pursuing investments that meet LGP’s target market investment criteria. LGP seeks to achieve the Funds’ investment objectives by proactively sourcing investment opportunities, conducting rigorous due diligence of potential investments, developing creative structuring and financing structures to facilitate these investments, being actively involved in value creation post-acquisition, and seeking opportunities for timely realization of Fund investments.
LGP generally targets investments in market-leading franchises, defensible competitive positions and a successful track record, with a preference for companies in the following sectors: retail, distribution, healthcare, aerospace/defense and consumer/business services. While LGP is primarily a control investor, the Funds also invest in minority positions, generally in “sha...
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LEONARD GREEN Portfolio Concentration
LEONARD GREEN Location
11111 SANTA MONICA BLVD.
SUITE 2000
LOS ANGELES, California
UNITED STATES, 90025
SUITE 2000
LOS ANGELES, California
UNITED STATES, 90025
LEONARD GREEN Contact Information
Phone Number: 310-954-0414
Fax Number: 310-954-0035
Website: http://www.leonardgreen.com
Fax Number: 310-954-0035
Website: http://www.leonardgreen.com
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