THOMA BRAVO

RIASEC RegisteredEst. 2012
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 operates as a limited partnership focused on institutional clients and is registered with the SEC (registration recorded in 2012). The firm is shown as owned by a mix of domestic entities and individuals and is classified in the dataset as “unclassified.” It is active as a sponsor and general partner — listed as a broker-dealer and a CPO/CTA, and it serves as sponsor/GP/managing member of pooled investment vehicles. Fee arrangements include management-style percentage-of-AUM charges alongside performance-based fees. The firm is flagged in the dataset as an active ESG investor. The dataset also indicates Thoma Bravo is not identified as a capital allocator for the purposes of this profile and is not designated as a multi-state adviser. Client focus is institutional rather than retail.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • AMY REDENBAUGH

    Managing Director and Chief Financial OfficerCRD 2703329

  • JENNIFER ALPER

    Managing Director, Chief Operating OfficerCRD 7309562

Contacts

3 of 8
  • PAUL SPAHT

    Managing PartnerCRD 2638065

  • ORLANDO BRAVO

    Founder & Managing PartnerCRD 2265188

  • STEVEN SCHWAB

    Senior DirectorCRD 4589027

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth