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 an institutional registered investment adviser that focuses on private equity and related investment strategies. The firm is SEC registered (2012) and serves institutional clients, operating with fee arrangements that combine a percentage of assets under management and performance-based fees. Its corporate activities extend beyond advisory work; the firm is involved as a broker‑dealer and operates as a CPO/CTA, and it sponsors and manages pooled investment vehicles. Thoma Bravo identifies as an active ESG investor and allocates capital across strategies that reflect that stance.

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

2 of 2
  • Amy Redenbaugh

    Amy Redenbaugh

    Managing Director and Chief Financial OfficerCRD 2703329

  • Jennifer Alper

    Jennifer Alper

    Managing Director, Chief Operating OfficerCRD 7309562

Contacts

3 of 8
  • Carl Thoma

    Carl Thoma

    Founder and Managing PartnerCRD 4730282

  • Lee Mitchell

    Lee Mitchell

    Managing PartnerCRD 4730283

  • Orlando Bravo

    Orlando Bravo

    Founder & Managing PartnerCRD 2265188

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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