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Clayton, Dubilier & Rice Fund XII, L.P.

PartnerUllmann Wealth Partners Group, LLC

About Clayton, Dubilier & Rice Fund XII, L.P.

Clayton, Dubilier & Rice Fund XII, L.P. is listed as Partner at Ullmann Wealth Partners Group, LLC in Jacksonville Beach, FL. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Ullmann Wealth Partners Group, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Clayton, Dubilier & Rice Fund XII, L.P. work?

Clayton, Dubilier & Rice Fund XII, L.P. is listed as Partner at Ullmann Wealth Partners Group, LLC on SEC Form ADV.

How much of Ullmann Wealth Partners Group, LLC does Clayton, Dubilier & Rice Fund XII, L.P. own?

Form ADV reports a beneficial ownership band of 50-75%.

Ullmann Wealth Partners Group, LLC

TitlePartner
Ownership50-75%
Control personYes
Since2023