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H&F Investors Iii (San Francisco)


H&F Investors Iii is a large advisory firm based in San Francisco. It manages $321.87 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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H&F Investors 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 Investors Iii: assets under management

The assets under management (AUM) of H&F Investors Iii is $321.87 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 $321.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $107.29 million each.

Fees & Commissions

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

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. H&F Investors Iii General partner 1 Jul 1994 Other 94-3215507
L. L. C. H&F Management Iii General partner 1 Jul 1994 75% - 100% 94-3216279
Frederick Warren Hellman Manager 1 Jul 1994 Other 1367884
Matthew Reed Barger Manager 1 Jul 1994 Other 4363657
The Hellman Family Revocable Trust Shareholder 1 Jul 1994 75% - 100% xxx-xx-xxxx
Do Not Use Duplicate Record Manager 1 Jul 1994 Other 4363657
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

Based in San Francisco

The principal office where H&F Investors Iii performs its advisory services is located at One Maritime Plz, 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 a. m. to 5:30 p. m. on Monday - Friday. You can find more information about the New York firm at www.hf.com.


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