FRANCISCO PARTNERS
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 160272
- Registered since
- March 28, 2012
- Website
- www.franciscopartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Francisco Partners is organized as a limited partnership that operates primarily as a private equity firm focused on institutional clients. The adviser has been SEC-registered since 2012 and reports an ownership mix that includes foreign entities and individuals. Its economics combine a percentage-of-AUM charge with performance-based fees, and the firm functions as a sponsor/GP and managing member of pooled investment vehicles. Francisco Partners also lists CPO/CTA activities and portfolio management for pooled vehicles among its business activities. The firm does not present itself as a capital allocator or an active ESG investor, and it is not described as a multi-state adviser or a pension consultant. The emphasis across disclosures points to a classic private-equity operating model: raising and managing pooled funds while taking sponsor roles in portfolio companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5JOHN HERR
Chief Financial OfficerCRD 5562076
STEVEN EISNER
Partner, General Counsel and Chief Compliance OfficerCRD 6029303
KATHERINE EVERS
Chief Compliance OfficerCRD 8208769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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