Francisco Partners
San Francisco, CA·SEC-registered · CRD #160272
Francisco Partners is an SEC-registered investment advisory firm in San Francisco, CA managing $47B across 52 client accounts, with 93 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$47B
Client accounts
52
Advisory staff
93
Fee model
Fee-only
How Francisco Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Francisco Partners
How much does Francisco Partners manage?
Per its most recent SEC Form ADV filing (03/31/2026), Francisco Partners reports $47B in regulatory assets under management across roughly 52 client accounts.
How does Francisco Partners charge?
Francisco Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Francisco Partners a fiduciary?
Yes. Francisco Partners is registered with the U.S. Securities and Exchange Commission (CRD #160272), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Francisco Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Francisco Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Francisco Partners's public SEC Form ADV filing (CRD #160272, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Francisco Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Francisco Partners? Claim this profile.