H & F Investors Iv Bermuda, L.P. (San Francisco)

Name: H & F Investors Iv Bermuda, L.P.
Address: One Maritime Plaza, San Francisco, CA, 94111
Telephone: 415-788-5111

H & F Investors Iv Bermuda, L.P. is a large advisory firm based in San Francisco. It manages $778.27 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

H & F Investors Iv Bermuda 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 Iv Bermuda: assets under management

The assets under management (AUM) of H & F Investors Iv Bermuda, L.P. is $778.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 211% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $778.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $194.57 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay H & F Investors Iv Bermuda, L.P. 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 Investors Iv Bermuda, L.P.

Frederick Warren Hellman has been acting as President since 1 Oct 2003. Arrie Park joined the executive team most recently as the General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John M Pasquesi	Member	1 Dec 1994	Other	1930268
Marco Warren Hellman	Member	1 Dec 1994	Other	4367230
Georgia Lee	Cfo	1 Dec 1994	Other	4520956
Richard M Levine	General counsel	1 Jul 1998	Other	4520959
Georgia Lee	Cfo	1 Sep 2001	Other	4520956
Frederick Warren Hellman	Limited partner	1 Nov 2001	Other	1367884
Matthew Reed Barger	Limited partner	1 Nov 2001	Other	1199672
John L Bunce	Limited partner	1 Nov 2001	Other	1300356
Brian Mark Powers	Limited partner	1 Nov 2001	Other	1256905
Thomas Fahr Steyer	Limited partner	1 Nov 2001	Other	1233313
Philip Ulfsson Hammarskjold	Limited partner	1 Nov 2001	Other	1406809
Patrick John Healy	Limited partner	1 Nov 2001	Other	4380404
Mitchell Ross Cohen	Limited partner	1 Nov 2001	Other	4380403
David Randolph Tunnell	Limited partner	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	Limited partner	1 Jan 2004	Other	4771192
Arrie Park	General counsel	1 Feb 2004	Other	4771280

Based in San Francisco

The principal office where H & F Investors Iv Bermuda, L.P. performs its advisory services is located at One Maritime Plaza, San Francisco, CA 94111, which is also the mailing address of the firm. 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.