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 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

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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

    Chief Financial OfficerCRD 5562076

  • 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