DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Francisco Partners
Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 160272SEC 801-73955websiteIAPD
Legal name Francisco Partners Management, L.P.
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 27 filings
SEC status approved since Mar 28, 2012
RAUM
$47B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
140
93 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
43
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$47B as of Mar 31, 2026
Apr 1, 2013$5.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)140 as of Mar 31, 2026
Apr 1, 201360 then
Private funds43 as of Mar 31, 2026
Apr 1, 201312 then
RAUM +4.4% over the last fiscal year+3.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $905MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$47B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 52reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
49 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Francisco Partners Vii-A, L.P. | Private Equity Fund | $6.7B | 235 | Mar 31, 2023 |
| Francisco Partners Vii, L.P. | Private Equity Fund | $5.7B | 271 | Mar 31, 2023 |
| Francisco Partners V, L.P. | Private Equity Fund | $4.6B | 204 | Mar 30, 2018 |
| Francisco Partners Vi, L.P. | Private Equity Fund | $4.5B | 246 | Mar 31, 2021 |
| Francisco Partners IV, L.P. | Private Equity Fund | $2.5B | 126 | Mar 31, 2015 |
| Francisco Partners Vi-A, L.P. | Private Equity Fund | $2.4B | 80 | Mar 31, 2021 |
| Fp Credit Partners II, L.P., | Private Equity Fund | $2.3B | 157 | Mar 31, 2022 |
| Francisco Partners V-A, L.P. | Private Equity Fund | $2.0B | 48 | Mar 30, 2018 |
| Francisco Partners Agility III, L.P. | Private Equity Fund | $1.6B | 210 | Mar 31, 2023 |
| Francisco Partners Agility III-A, L.P. | Private Equity Fund | $1.5B | 141 | Mar 31, 2023 |
| Francisco Partners Agility II, L.P. | Private Equity Fund | $1.2B | 109 | Mar 31, 2021 |
| Francisco Partners IV-A, L.P. | Private Equity Fund | $1.1B | 57 | Mar 31, 2015 |
| Francisco Partners Vi-B, L.P. | Private Equity Fund | $1.0B | 55 | Mar 31, 2021 |
| Francisco Partners Agility II-A, L.P. | Private Equity Fund | $709M | 50 | Mar 31, 2021 |
| Francisco Partners Vii-C, L.P. | Private Equity Fund | $681M | 12 | Mar 31, 2023 |
| Francisco Partners Vi-D, L.P. | Private Equity Fund | $633M | 13 | Mar 31, 2021 |
| Francisco Partners III (Cayman), L.P. | Private Equity Fund | $611M | 152 | Feb 14, 2012 |
| Fp Credit Partners, L.P. | Private Equity Fund | $611M | 71 | Mar 30, 2020 |
| Francisco Partners Agility, L.P. | Private Equity Fund | $601M | 30 | Mar 30, 2017 |
| Francisco Partners V-B, L.P. | Private Equity Fund | $601M | 33 | Mar 30, 2018 |
| Fp Planet, L.P. | Private Equity Fund | $508M | 2 | Mar 31, 2022 |
| Q-Street Capital, L.P. | Private Equity Fund | $436M | 2 | Mar 31, 2022 |
| Francisco Partners III (Domestic Aiv), L.P. | Private Equity Fund | $271M | 119 | Apr 1, 2013 |
| Fp Credit Partners - C Feeder, L.P. | Private Equity Fund | $270M | 2 | Mar 31, 2022 |
| Francisco Partners Agility A, L.P. | Private Equity Fund | $238M | 14 | Mar 30, 2017 |
| Francisco Partners Vi-C, L.P. | Private Equity Fund | $188M | 3 | Mar 31, 2021 |
| Francisco Partners III, L.P. | Private Equity Fund | $186M | 152 | Feb 14, 2012 |
| Francisco Partners Agility III-C, L.P. | Private Equity Fund | $186M | 9 | Mar 31, 2023 |
| Francisco Partners, L.P.no longer reported | Private Equity Fund | $175M | 372 | Feb 14, 2012 |
| Francisco Partners II, L.P. | Private Equity Fund | $166M | 224 | Feb 14, 2012 |
| Francisco Partners Vii-B, L.P. | Private Equity Fund | $160M | 3 | Mar 31, 2023 |
| Presidio East Town Co-Investment Vii, L.P. | Private Equity Fund | $150M | 2 | Mar 29, 2024 |
| Service Management Software Holdings, LLCno longer reported | Private Equity Fund | $131M | 6 | Mar 30, 2016 |
| Fp Credit Partners II - Nyscrf Co-Investment, L.P. | Private Equity Fund | $124M | 2 | Mar 31, 2022 |
| Presidio East Town Co-Investment Vi L.P. | Private Equity Fund | $121M | 2 | Mar 31, 2022 |
| Fp Credit Partners Phoenix II, L.P. | Private Equity Fund | $111M | 2 | Mar 31, 2022 |
| Francisco Partners Agility II-C, L.P. | Private Equity Fund | $105M | 4 | Mar 31, 2021 |
| Fp Credit Partners Phoenix, L.P. | Private Equity Fund | $104M | 2 | Mar 30, 2020 |
| Md Cumberland Fund, L.P. | Private Equity Fund | $90.4M | 2 | Mar 31, 2022 |
| Hr Investment Holdings, LLCno longer reported | Private Equity Fund | $63.7M | 8 | Mar 30, 2016 |
Owners and control persons
Schedule A and B, latest filing
- (Nmn) Dipanjan Deb · Chief Executive Officercontrolsince 03/2015 · owns less than 5%
- Glenn Steven Eisner · General Counsel And Chief Compliance Officercontrolsince 01/2017 · owns less than 5%
- Winship John Herr · Chief Financial Officercontrolsince 01/2013 · owns less than 5%
- Lawrence Thomas Ludwig · Chief Operating Officercontrolsince 01/2010 · owns less than 5%
- Glenn Steven Eisner · Elected Managercontrolsince 07/2022 · owns F of Francisco Partners Management Gp, LLC
- Lawrence Thomas Ludwig · Elected Managercontrolsince 07/2018 · owns F of Francisco Partners Management Gp, LLC
Entity owners
- Francisco Partners Holdings, L.P. · Ownerdirect · owns 75% or more
- Francisco Partners Management Gp, LLC · General Partnerdirect · owns less than 5%
- Francisco Partners Feeder, L.P. · Ownerindirect · owns 75% or more of Francisco Partners Holdings, L.P.
- Francisco Partners Management Gp, LLC · General Partnerindirect · owns F of Francisco Partners Feeder, L.P.
- Francisco Partners Management Gp, LLC · General Partnerindirect · owns F of Francisco Partners Holdings, L.P.
Related persons
Schedule D 7.A
- Fp Credit Partners Gp II, L.P.investment adviserbankpooled vehicle sponsorn
- Fp Credit Partners Gp, L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Agility Gp II, L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Agility Gp III, L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Agility Gp, L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Gp II, L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Gp III (Cayman), L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Gp III Management, LLCinvestment adviserbankpooled vehicle sponsorn
- Francisco Partners Gp III, L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Gp IV, L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Gp V, L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Gp Vi, L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Gp Vii, L.P.investment adviserbankpooled vehicle sponsorn
- Francisco Partners Operations Llpinvestment advisery
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom13 employees
- New York, NY13 employees
What changed
consecutive filings, newest first
- Accounts · 50 to 52Jan 8, 2026 to Mar 31, 2026
- Advisory employees · 86 to 93Jan 8, 2026 to Mar 31, 2026
- Pooled vehicle clients · 50 to 52Jan 8, 2026 to Mar 31, 2026
- Employees · 134 to 140Jan 8, 2026 to Mar 31, 2026
- Discretionary RAUM · $45B to $47BJan 8, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $45B to $47BJan 8, 2026 to Mar 31, 2026
- RAUM · $45B to $47BJan 8, 2026 to Mar 31, 2026
- Accounts · 49 to 50Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 85 to 86Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 49 to 50Mar 29, 2024 to Mar 31, 2025
- Employees · 125 to 134Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 42 to 43Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $45B to $45BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $45B to $45BMar 29, 2024 to Mar 31, 2025
- RAUM · $45B to $45BMar 29, 2024 to Mar 31, 2025
- RAUM · $42B to $45BMar 31, 2023 to Mar 29, 2024
- Accounts · 47 to 49Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 81 to 85Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 47 to 49Mar 31, 2023 to Mar 29, 2024
- Employees · 116 to 125Mar 31, 2023 to Mar 29, 2024
- Private funds · 40 to 42Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $42B to $45BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $42B to $45BMar 31, 2023 to Mar 29, 2024
- Accounts · 40 to 47Sep 16, 2022 to Mar 31, 2023
- Advisory employees · 61 to 81Sep 16, 2022 to Mar 31, 2023
- Pooled vehicle clients · 40 to 47Sep 16, 2022 to Mar 31, 2023
- Employees · 88 to 116Sep 16, 2022 to Mar 31, 2023
- Private funds · 33 to 40Sep 16, 2022 to Mar 31, 2023
- Discretionary RAUM · $30B to $42BSep 16, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $30B to $42BSep 16, 2022 to Mar 31, 2023
- RAUM · $30B to $42BSep 16, 2022 to Mar 31, 2023
- Accounts · 29 to 40Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 57 to 61Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 29 to 40Mar 31, 2021 to Mar 31, 2022
- Employees · 79 to 88Mar 31, 2021 to Mar 31, 2022
- Private funds · 25 to 33Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $27B to $30BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $27B to $30BMar 31, 2021 to Mar 31, 2022
- RAUM · $27B to $30BMar 31, 2021 to Mar 31, 2022
Signals
14 dated events
- Francisco Partners reported RAUM $41.9B, up 39% from $30.2B (2022-09-16 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Francisco Partners reported RAUM $26.7B, up 105% from $13.0B (2020-04-27 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Michael Neil Garfinkel (Partner) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Hales Benjamin Ball (Partner) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Bewley Keith Geeslin (Partner) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Richard David Golob (Chief Investment Officer) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Jeffrey Andrew Kowal (Partner) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Ben Ezra Perlman (Co-President) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- (Nmn) Deep Shah (Co-President) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Kristian Petri Oksanen (Elected Manager) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- George Peter Christodoulo (Elected Manager) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Michael Christopher Adams (Elected Manager) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Steven Matthew Spetzler (Elected Manager) no longer on Schedule A of Francisco Partners (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Francisco Partners reported RAUM $11.9B, up 38% from $8.6B (2017-09-27 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Francisco Partners · Independent Sponsorsshared crd · capital_provider
- Francisco Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/francisco-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- franciscopartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (415) 418-2900reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026