Relational Investors LLC

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Assets, Funds, Holdings

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Relational Investors LLC
CRD #107969
SEC #801-55028
CIK #0001047644
AUM
Employees 12 (50% Investors, 0% Brokers)
Phone858-704-3333
Address12400 High Bluff Dr
San Diego, CA 92130
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
10.08.06.04.02.00.01999200720152024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Relational Co-Investment Fund I LP [2013-11-19] 125.0 117.8
HF Relational Investors XXIV LP [2013-11-19] 15.0 7.6
HF Relational Coast Partners LP 2012-03-28 96.3
HF Relational Fund Partners LP 2012-03-28 8.1
HF Relational Investors Alpha Fund I LP [2012-03-28] 250.0 289.8
HF Relational Investors IX LP 2012-03-28 122.6
HF Relational Investors LP 2012-03-28 846.4
HF Relational Investors Mid-Cap Fund II LP [2012-03-28] 695.7
HF Relational Investors Mid-Cap Fund I LP [2012-03-28] 599.9
HF Relational Investors VIII LP 2012-03-28 1,171.3
HF Relational Investors X LP 2012-03-28 125.2
HF Relational Investors XVI LP 2012-03-28 50.9
HF Relational Investors XV LP 2012-03-28 86.4
HF Relational Investors XXIII LP [2012-03-28] 109.2
HF Relational Investors XXII LP [2012-03-28] 4.5
HF Relational Investors XX LP [2012-03-28] 77.3
HF RH Fund 1 LP 2012-03-28 74.1
HF RH Fund 6 LP 2012-03-28 296.3
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 15 2.9
By Discretionary
Discretionary 15 2.9
Non-Discretionary 0 0.0
Total 15 2.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.9
Total 15 2.9
Form D Directors # Filings # Firms 2011 - 2025
David Demarest 3
David Batchelder 3
Relational Investors LLC 3
Ralph Whitworth 1
Relational Investors Alpha Fund I GP LLC 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001047644]
3 [0001047644]
4 [0001047644]
SC 13D [0001047644]
Form 13D/13G Filer Form 13D/13G Subject Filed
Relational Investors LLC TimkenSteel Corp [2014-07-10]
Relational Investors LLC Manitowoc Co Inc [2014-06-26]
Relational Investors LLC Magnum Hunter Resources Corp [2014-05-30]
Relational Investors LLC Clean Harbors Inc [2014-04-24]
Relational Investors LLC Hologic Inc [2013-12-20]
Relational Investors LLC SPX Corp [2013-02-25]
Relational Investors LLC Timken Co [2012-11-28]
Relational Investors LLC Flowserve Corp [2012-06-25]
Relational Investors LLC Esterline Technologies Corp [2012-05-24]
Relational Investors LLC PMC Sierra Inc [2012-01-17]
Form 3/4/5 Subject 2011 - 2025
Magnum Hunter Resources Corp
Relational Investors LLC
Batchelder David H
Whitworth Ralph V
PMC Sierra Inc
Guaranty Bancorp
SPX Technologies, Inc.
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