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FRANCISCO PARTNERS

Legal name: FRANCISCO PARTNERS MANAGEMENT, L.P.

CRD 160272File 801-73955
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$47.05B
Top 10% of cohort (national)
Discretionary AUM
$47.05B
Clients
52
52 accounts
Employees
140
Top 10% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
SFRO
Registration date
Mar 28, 2012
Principal office
ONE LETTERMAN DRIVE, BUILDING C - SUITE 410, SAN FRANCISCO, CA, 94129
Phone
(415) 418-2900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$47.05B
Discretionary AUM
$47.05B
Non-discretionary AUM
$0
Discretionary accounts
52
Non-discretionary accounts
0
Total accounts
52
AUM per client
$904.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles52$47.05B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.