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| Riordan Lewis & Haden Inc
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|
|---|---|
| CRD # | 157138 |
| SEC # | 801-74220 |
| CIK # | |
| AUM | $1.1 BB (2023-03-21) |
| Employees | 16 (88% Investors, 0% Brokers) |
| Phone | 310-405-7200 |
| Address | 10900 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | AHC Coinvest LP | 2022-03-31 | 67.4 | |
| PE | COI Coinvest R-Ccc LP | 2022-03-31 | 9.9 | |
| PE | ERS Coinvest R-Ccc LP | 2020-03-30 | 7.1 | |
| PE | ERS Coinvest RC LP | 2018-04-02 | 0.7 | |
| PE | ERS Coinvest R-Ilu LP | 2018-04-02 | 0.7 | |
| PE | RLH Investors IV LP | [2018-04-02] | 0.0 | 319.4 |
| PE | RLH IV - RJR MS LP | 2018-04-02 | 9.7 | |
| PE | RLH III - RJR MS LP | [2012-02-15] | 380.2 | 22.1 |
| PE | RLH II - RJR MS LP | 2012-02-15 | 0.6 | |
| PE | RLH Investors III LP | [2012-02-15] | 380.2 | 301.3 |
| PE | RLH Investors II LP | 2012-02-15 | 9.4 | |
| PE | RLH Investors LP | 2012-02-15 | 0.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 11 | 1,097.2 |
| (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 | 11 | 1,097.2 |
| By Discretionary | ||
| Discretionary | 11 | 1,097.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 1,097.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,097.2 | |
| Total | 11 | 1,097.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| J Lewis | 7 | |||
| Robert Zielinski | 6 | |||
| Kevin Cantrell | 4 | |||
| Michel Glouchevitch | 3 | |||
| Murray Rudin | 3 | |||
| Robert Rodin | 3 | |||
| Ryan Smiley | 2 | |||
| Kenneth Hubbs | 2 | |||
| Riordan Lewis & Haden Inc | 1 | |||
| Riordan Lewis & Haden III LLC | 1 | |||
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