{"url":"https://nivawealth.com/firms/francisco-partners-management-160272","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160272","regulatoryAum":47051371459,"crd":"160272","secFileNumber":"801-73955","legalName":"Francisco Partners Management, L.P.","displayName":"Francisco Partners Management","website":"http://www.franciscopartners.com","linkedinUrl":"https://www.linkedin.com/company/francisco-partners","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"One Letterman Drive, Building C - Suite 410","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94129"},"tradeNames":[],"registration":{"secApproved":"28 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":140,"advisory":93,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":47051371459,"discretionaryAccounts":52,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":71,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":52,"regulatoryAum":47051371459}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Francisco Partners Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Dipanjan Deb","title":"Chief Executive Officer","crd":"2175067"},{"name":"John Herr","title":"Chief Financial Officer","crd":"5562076"},{"name":"Thomas Ludwig","title":"Chief Operating Officer","crd":"3094786"},{"name":"Katherine Evers","title":"Chief Compliance Officer","crd":"8208769"},{"name":"Steven Eisner","title":"General Counsel","crd":"6029303"}],"ownership":[{"label":"Francisco Partners Holdings, L.P.","detail":"Limited partner in the 75% or more ownership band and a control person, since July 2018."},{"label":"Francisco Partners Feeder, L.P.","detail":"Indirect owner: a limited partner of Francisco Partners Holdings, L.P. in the 75% or more band and a control person, since July 2018.","parent":"Francisco Partners Holdings, L.P."},{"label":"Francisco Partners Management GP, LLC","detail":"Indirect owner: general partner of Francisco Partners Feeder, L.P. and a control person, since July 2018. Also general partner of Francisco Partners Holdings, L.P. and a control person, since July 2018.","parent":"Francisco Partners Feeder, L.P."},{"label":"Thomas Ludwig","detail":"Indirect owner: elected manager of Francisco Partners Management GP, LLC and a control person, since July 2018.","parent":"Francisco Partners Management GP, LLC"},{"label":"Steven Eisner","detail":"Indirect owner: elected manager of Francisco Partners Management GP, LLC and a control person, since July 2022.","parent":"Francisco Partners Management GP, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"One Letterman Drive, Building C - Suite 410","city":"San Francisco","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"1155 Avenue of the Americas","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-418-2900","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":43},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160272/PDF/160272.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Francisco Partners Management have?","answer":"Francisco Partners Management has 52 clients and manages $47.1 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Francisco Partners Management offer?","answer":"Francisco Partners Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Francisco Partners Management have?","answer":"Francisco Partners Management has 0 investment adviser representatives registered with state securities authorities, out of 140 employees, and 93 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Francisco Partners Management?","answer":"Francisco Partners Management’s direct owner is Francisco Partners Holdings, L.P. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Francisco Partners Management get paid?","answer":"Francisco Partners Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/francisco-partners-management-160272/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1197853/000119785326000006/0001197853-26-000006-index.html","totalValue":361353437,"positionCount":3,"top10Share":1,"top10":[{"issuer":"LegalZoom Com Inc","titleOfClass":"COM","cusip":"52466B103","value":175475811,"shares":28625744,"shareType":"SH","priorValue":162307968,"priorShares":28625744},{"issuer":"GoodRx Hldgs Inc","titleOfClass":"COM CL A","cusip":"38246G108","value":173025170,"shares":60078184,"shareType":"SH","priorValue":117753241,"priorShares":60078184},{"issuer":"Paysafe Limited","titleOfClass":"SHS","cusip":"G6964L206","value":12852456,"shares":1720543,"shareType":"SH","priorValue":11716898,"priorShares":1720543}],"positionsListed":3,"positions":[{"issuer":"LegalZoom Com Inc","titleOfClass":"COM","cusip":"52466B103","value":175475811,"shares":28625744,"shareType":"SH","priorValue":162307968,"priorShares":28625744},{"issuer":"GoodRx Hldgs Inc","titleOfClass":"COM CL A","cusip":"38246G108","value":173025170,"shares":60078184,"shareType":"SH","priorValue":117753241,"priorShares":60078184},{"issuer":"Paysafe Limited","titleOfClass":"SHS","cusip":"G6964L206","value":12852456,"shares":1720543,"shareType":"SH","priorValue":11716898,"priorShares":1720543}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}