Thoma Bravo

RIASEC Registered
Total AUM
$183B
Discretionary
$183B
100% of AUM
Avg account
$1.2B
Accounts
153
Employees
246
Advisory reps
10

Firm details

Headquarters
Chicago, Illinois
CRD number
157041
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Thoma Bravo is a limited partnership operating as an institutional registered investment adviser. The firm is registered with the SEC (registered in 2012) and serves primarily institutional clients. Its compensation model combines percentage-of-AUM fees with performance-based fees. Thoma Bravo also carries broker-dealer and CPO/CTA business activities and acts as a sponsor/GP/managing member for pooled investment vehicles. The firm identifies as an active ESG investor and does not present itself as a capital allocator to external portfolios.

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

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Contacts

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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

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
110 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth