FRANCISCO PARTNERS

FRANCISCO PARTNERS MANAGEMENT, L.P. Legal Name

Adviser information for FRANCISCO PARTNERS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 125
Investment Advisory/Research 85
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 49 $45.0B
Non-Discretionary 0 $0
Total 49 $45.0B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 49 $45.0B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 73

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-73955
SEC ERA File Number 801-73955
SEC CIK Numbers 1197853
SEC CRD Numbers 160272
Legal Entity Identifier 5493008E4SOI0TGO0566

Principal Office

ONE LETTERMAN DRIVE
BUILDING C - SUITE 410
SAN FRANCISCO
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (415) 418-2900, Fax: (415) 418-2999

Chief Compliance Officer

STEVE EISNER
GENERAL COUNSEL
ONE LETTERMAN DRIVE
BUILDING C - SUITE 410
SAN FRANCISCO
CA
United States
Tel: (415) 418-2900
Fax: (415) 418-2999
(Full email address available in API data)

Regulatory Contact

KATE EVERS
DEPUTY CHIEF COMPLIANCE OFFICER
ONE LETTERMAN DRIVE
BUILDING C - SUITE 410
SAN FRANCISCO
CA
United States
Tel: (415) 418-2900
Fax: (415) 418-2999
(Full email address available in API data)

Industry Affiliates

FP CREDIT PARTNERS GP II, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FP CREDIT PARTNERS GP, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS AGILITY GP II, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS AGILITY GP III, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS AGILITY GP, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS GP II, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS GP III (CAYMAN), L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS GP III MANAGEMENT, LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS GP III, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS GP IV, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS GP V, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS GP VI, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS GP VII, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
FRANCISCO PARTNERS OPERATIONS LLP Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
FP CREDIT PARTNERS - C FEEDER, L.P. Private Equity Fund $269.8M $0.1M 2
FP CREDIT PARTNERS II - NYSCRF CO-INVESTMENT, L.P. Private Equity Fund $123.5M $0.1M 2
FP CREDIT PARTNERS II, L.P., Private Equity Fund $2,286.7M $0.1M 157
FP CREDIT PARTNERS PHOENIX II, L.P. Private Equity Fund $110.7M $0.1M 2
FP CREDIT PARTNERS PHOENIX, L.P. Private Equity Fund $103.6M $0.1M 2
FP CREDIT PARTNERS, L.P. Private Equity Fund $610.9M $0.1M 71
FP PLANET, L.P. Private Equity Fund $508.3M $0.1M 2
FP VII-PA CO-INVEST, L.P. Private Equity Fund $50.3M $0.1M 2
FRANCISCO PARTNERS AGILITY A, L.P. Private Equity Fund $238.0M $0.1M 14
FRANCISCO PARTNERS AGILITY II-A, L.P. Private Equity Fund $709.1M $0.1M 50
FRANCISCO PARTNERS AGILITY II-C, L.P. Private Equity Fund $104.6M $0.1M 4
FRANCISCO PARTNERS AGILITY II, L.P. Private Equity Fund $1,219.3M $0.1M 109
FRANCISCO PARTNERS AGILITY III-A, L.P. Private Equity Fund $1,469.6M $0.1M 141
FRANCISCO PARTNERS AGILITY III-B, L.P. Private Equity Fund $30.8M $0.1M 2
FRANCISCO PARTNERS AGILITY III-C, L.P. Private Equity Fund $185.9M $0.1M 9
FRANCISCO PARTNERS AGILITY III, L.P. Private Equity Fund $1,595.2M $0.1M 210
FRANCISCO PARTNERS AGILITY, L.P. Private Equity Fund $601.2M $0.1M 30
FRANCISCO PARTNERS II, L.P. Private Equity Fund $165.7M $0.1M 224
FRANCISCO PARTNERS III (CAYMAN), L.P. Private Equity Fund $611.4M $0.1M 152
FRANCISCO PARTNERS III (DOMESTIC AIV), L.P. Private Equity Fund $271.2M $0.1M 119
FRANCISCO PARTNERS III, L.P. Private Equity Fund $186.1M $0.1M 152
FRANCISCO PARTNERS IV-A, L.P. Private Equity Fund $1,137.5M $0.1M 57
FRANCISCO PARTNERS IV, L.P. Private Equity Fund $2,485.7M $0.1M 126
FRANCISCO PARTNERS PARALLEL FUND II, L.P. Private Equity Fund $4.0M $0.1M 15
FRANCISCO PARTNERS PARALLEL FUND III (CAYMAN), L.P. Private Equity Fund $6.8M $0.1M 7
FRANCISCO PARTNERS PARALLEL FUND III, L.P. Private Equity Fund $6.1M $0.1M 7
FRANCISCO PARTNERS V-A, L.P. Private Equity Fund $1,992.8M $0.1M 48
FRANCISCO PARTNERS V-B, L.P. Private Equity Fund $601.2M $0.1M 33
FRANCISCO PARTNERS V, L.P. Private Equity Fund $4,600.0M $0.1M 204
FRANCISCO PARTNERS VI-A, L.P. Private Equity Fund $2,384.5M $0.1M 80
FRANCISCO PARTNERS VI-B, L.P. Private Equity Fund $1,003.4M $0.1M 55
FRANCISCO PARTNERS VI-C, L.P. Private Equity Fund $187.7M $0.1M 3
FRANCISCO PARTNERS VI-D, L.P. Private Equity Fund $632.7M $1.0M 13
FRANCISCO PARTNERS VI, L.P. Private Equity Fund $4,485.8M $0.1M 246
FRANCISCO PARTNERS VII-A, L.P. Private Equity Fund $6,743.8M $0.1M 235
FRANCISCO PARTNERS VII-B, L.P. Private Equity Fund $159.5M $0.1M 3
FRANCISCO PARTNERS VII-C, L.P. Private Equity Fund $680.7M $0.1M 12
FRANCISCO PARTNERS VII, L.P. Private Equity Fund $5,651.5M $0.1M 271
MD CUMBERLAND FUND, L.P. Private Equity Fund $90.4M $0.1M 2
PRESIDIO EAST TOWN CO-INVESTMENT VI L.P. Private Equity Fund $120.7M $0.1M 2
PRESIDIO EAST TOWN CO-INVESTMENT VII, L.P. Private Equity Fund $150.4M $0.1M 2
Q-STREET CAPITAL, L.P. Private Equity Fund $436.2M $0.1M 2

Control Persons

Name Type Entity Title Since Ownership
DEB, DIPANJAN, (NMN) Individual CHIEF EXECUTIVE OFFICER 03/2015 < 5%
LUDWIG, THOMAS, LAWRENCE Individual CHIEF OPERATING OFFICER 01/2010 < 5%
FRANCISCO PARTNERS MANAGEMENT GP, LLC Foreign Entity GENERAL PARTNER 01/2012 < 5%
HERR, JOHN, WINSHIP Individual CHIEF FINANCIAL OFFICER 01/2013 < 5%
EISNER, STEVEN, GLENN Individual GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 01/2017 < 5%
FRANCISCO PARTNERS HOLDINGS, L.P. Foreign Entity OWNER 07/2018 > 75%
FRANCISCO PARTNERS FEEDER, L.P. Foreign Entity FRANCISCO PARTNERS HOLDINGS, L.P. OWNER 07/2018 > 75%
FRANCISCO PARTNERS MANAGEMENT GP, LLC Foreign Entity FRANCISCO PARTNERS FEEDER, L.P. GENERAL PARTNER 07/2018
FRANCISCO PARTNERS MANAGEMENT GP, LLC Foreign Entity FRANCISCO PARTNERS HOLDINGS, L.P. GENERAL PARTNER 07/2018
LUDWIG, THOMAS, LAWRENCE Individual FRANCISCO PARTNERS MANAGEMENT GP, LLC ELECTED MANAGER 07/2018
EISNER, STEVEN, GLENN Individual FRANCISCO PARTNERS MANAGEMENT GP, LLC ELECTED MANAGER 07/2022

No. Employees, Historic

2001000201920202021202220232024202580 on 6/12/201980 on 9/3/201975 on 3/30/202075 on 4/27/202079 on 3/31/202188 on 3/31/202288 on 9/16/2022116 on 3/31/2023125 on 3/29/2024

RAUM, Historic

50B25B0201920202021202220232024202511979522836 on 6/12/201911979522836 on 9/3/201913032393622 on 3/30/202013032393622 on 4/27/202026743934205 on 3/31/202130227628061 on 3/31/202230227628061 on 9/16/202241941560955 on 3/31/202345013320973 on 3/29/2024

No. Clients, Historic

50250201920202021202220232024202519 on 6/12/201919 on 9/3/201921 on 3/30/202021 on 4/27/202029 on 3/31/202140 on 3/31/202240 on 9/16/202247 on 3/31/202349 on 3/29/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
GoodRx Hldgs Inc COM CL A 547M 70M
Paysafe Limited SHS 30M 2M
LegalZoom Com Inc COM 240M 29M
E2Open Parent Holdings Inc COM CL A 174M 39M
Spire Global Inc COM CL A 3M 309K
Terran Orbital Corporation COM 4M 5M
Satixfy Communications Ltd ORD SHS 4M 6M
Waystar Holding Corp COM 139M 6M