Francisco Partners

RIASEC RegisteredEst. 2012
Total AUM
$47.1B
Discretionary
$47.1B
100% of AUM
Avg account
$905M
Accounts
52
Employees
140
Advisory reps
5

Firm details

Headquarters
San Francisco, California
CRD number
160272
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Francisco Partners is organized as a limited partnership and functions primarily as a private equity sponsor and manager of pooled investment vehicles. Its client base is institutional, and its economics combine a percentage-of-AUM fee with performance-based carry. The firm is registered with the SEC (since 2012) and is marked in the source data as neither a multi-state adviser nor an active ESG investor. Business activities listed for the firm include roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as a sponsor, general partner, or managing member of pooled investment vehicles. Advisory work centers on portfolio management for pooled investment vehicles rather than direct retail advisory.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • John Herr

    John Herr

    Chief Financial OfficerCRD 5562076

  • Steven Eisner

    Steven Eisner

    Partner, General Counsel and Chief Compliance OfficerCRD 6029303

  • Katherine Evers

    Chief Compliance OfficerCRD 8208769

Unlock 2 more executives

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth