Thoma Bravo
Chicago, IL·SEC-registered · CRD #157041
Thoma Bravo is an SEC-registered investment advisory firm in Chicago, IL managing $183B across 153 client accounts, with 89 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$183B
Client accounts
153
Advisory staff
89
Fee model
Fee-only
How Thoma Bravo 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 Thoma Bravo
How much does Thoma Bravo manage?
Per its most recent SEC Form ADV filing (03/31/2026), Thoma Bravo reports $183B in regulatory assets under management across roughly 153 client accounts.
How does Thoma Bravo charge?
Thoma Bravo 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 Thoma Bravo a fiduciary?
Yes. Thoma Bravo is registered with the U.S. Securities and Exchange Commission (CRD #157041), 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 Thoma Bravo 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 Thoma Bravo and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Thoma Bravo's public SEC Form ADV filing (CRD #157041, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Thoma Bravo. 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 Thoma Bravo? Claim this profile.