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 and functions primarily as a private equity sponsor and manager of pooled investment vehicles. Its client base is institutional, and its economics combine a percentage-of-AUM fee with performance-based carry. The firm is registered with the SEC (since 2012) and is marked in the source data as neither a multi-state adviser nor an active ESG investor. Business activities listed for the firm include roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as a sponsor, general partner, or managing member of pooled investment vehicles. Advisory work centers on portfolio management for pooled investment vehicles rather than direct retail advisory.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 5
John 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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