{"url":"https://nivawealth.com/firms/thoma-bravo-157041","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157041","regulatoryAum":182937300000,"crd":"157041","secFileNumber":"801-73780","legalName":"Thoma Bravo, L.P.","displayName":"Thoma Bravo","website":"https://thomabravo.com/","linkedinUrl":"https://www.linkedin.com/company/thoma-bravo/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"110 North Wacker Drive, 32nd Floor","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60606-1511"},"tradeNames":["Thoma Bravo"],"registration":{"secApproved":"29 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":246,"advisory":89,"brokerDealerReps":18,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":182937300000,"discretionaryAccounts":153,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":28,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":153,"regulatoryAum":182937300000}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Thoma Bravo has custody of $182.94B for 153 clients.","otherCustodians":[],"leadership":[{"name":"Amy Redenbaugh","title":"Managing Director, Chief Financial Officer","crd":"2703329"},{"name":"Jennifer Alper","title":"Managing Director, Chief Operating Officer, Head of Investor Relations & Marketing","crd":"7309562"},{"name":"Steven Schwab","title":"Managing Director, General Counsel and Chief Compliance Officer","crd":"4589027"},{"name":"Seth Boro","title":"Managing Partner / Limited Partner","crd":"6316127"},{"name":"Orlando Bravo","title":"Managing Partner / Limited Partner","crd":"2265188"},{"name":"Samuel Crabill","title":"Managing Partner / Limited Partner","crd":"2291652"},{"name":"Lee Mitchell","title":"Managing Partner / Limited Partner","crd":"4730283"},{"name":"Gerald Nowak","title":"Managing Director, Chief Administrative and Legal Officer","crd":"7356927"},{"name":"Paul Spaht","title":"Managing Partner / Limited Partner","crd":"2638065"},{"name":"Carl Thoma","title":"Managing Partner / Limited Partner","crd":"4730282"}],"ownership":[{"label":"Orlando Bravo","detail":"Managing partner / limited partner in the 10% to 25% ownership band and a control person, since March 2008."},{"label":"Samuel Crabill","detail":"Managing partner / limited partner in the 10% to 25% ownership band and a control person, since March 2008."},{"label":"Lee Mitchell","detail":"Managing partner / limited partner in the 10% to 25% ownership band and a control person, since March 2008."},{"label":"Carl Thoma","detail":"Managing partner / limited partner in the 10% to 25% ownership band and a control person, since March 2008."},{"label":"Seth Boro","detail":"Managing partner / limited partner in the 10% to 25% ownership band and a control person, since June 2014."},{"label":"Paul Spaht","detail":"Managing partner / limited partner in the 10% to 25% ownership band and a control person, since June 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":6,"privateResidences":0},"listedOfficeAddresses":5,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"One Market Plaza, Spear Tower","city":"San Francisco"}]},{"state":"Florida","offices":1,"addresses":[{"street":"830 Brickell Plaza","city":"Miami"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"110 North Wacker Drive, 32nd Floor","city":"Chicago","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"375 Park Avenue","city":"New York"}]},{"state":"Texas","offices":1,"addresses":[{"street":"1925 Cedar Springs Road","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-254-3300","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Other"],"financialPlanningClients":null,"assetMix":[],"privateFunds":151},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157041/PDF/157041.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Thoma Bravo have?","answer":"Thoma Bravo has 153 clients and manages $182.9 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 Thoma Bravo offer?","answer":"Thoma Bravo provides other activities.","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 Thoma Bravo have?","answer":"Thoma Bravo has 0 investment adviser representatives registered with state securities authorities, out of 246 employees, and 89 perform investment advisory functions. 18 are registered representatives of a broker-dealer and 0 are 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 Thoma Bravo?","answer":"Thoma Bravo’s direct owners are Orlando Bravo, Samuel Crabill, Lee Mitchell, Carl Thoma, Seth Boro and Paul Spaht, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Thoma Bravo get paid?","answer":"Thoma Bravo 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/thoma-bravo-157041/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-04","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1450701/000145070126000004/0001450701-26-000004-index.html","totalValue":7282201755,"positionCount":3,"top10Share":1,"top10":[{"issuer":"SAILPOINT INC","titleOfClass":"COM","cusip":"78781J109","value":7024894405,"shares":479842514,"shareType":"SH","priorValue":6353114885,"priorShares":479842514},{"issuer":"N-ABLE INC","titleOfClass":"COM","cusip":"62878D100","value":183832660,"shares":50090643,"shareType":"SH","priorValue":233923303,"priorShares":50090643},{"issuer":"SERVICETITAN INC","titleOfClass":"SHS CL A","cusip":"81764X103","value":73474690,"shares":1039099,"shareType":"SH","priorValue":65941223,"priorShares":1039099}],"positionsListed":3,"positions":[{"issuer":"SAILPOINT INC","titleOfClass":"COM","cusip":"78781J109","value":7024894405,"shares":479842514,"shareType":"SH","priorValue":6353114885,"priorShares":479842514},{"issuer":"N-ABLE INC","titleOfClass":"COM","cusip":"62878D100","value":183832660,"shares":50090643,"shareType":"SH","priorValue":233923303,"priorShares":50090643},{"issuer":"SERVICETITAN INC","titleOfClass":"SHS CL A","cusip":"81764X103","value":73474690,"shares":1039099,"shareType":"SH","priorValue":65941223,"priorShares":1039099}]},"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."}