FRANCISCO PARTNERS Overview
Francisco Partners Management Lp is an investment advisor that manages 8.2 BN dollars in regulatory AUM and has 60 employees, of which 33 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 5BN in positions, representing 59% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 5BN in positions, representing 59% of the manager's regulatory AUM.
FRANCISCO PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FRANCISCO PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GDRX | 71.52% | Health | 1.71% | -0.37% | 34 | 4% | ||
| LZ | 15.56% | Tech | -25.26% | -4.58% | 38 | 1% | ||
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FEATURED IN
FRANCISCO PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dipanjan N. Deb | Chief Executive Officer | March-2015 |
| Benjamin H. Ball | Partner | June-2000 |
| Neil M. Garfinkel | Partner | June-2000 |
| Keith B. Geeslin | Partner | January-2004 |
| David R. Golob | Chief Investment Officer | March-2015 |
| Andrew J. Kowal | Partner | January-2010 |
| Thomas L. Ludwig | Chief Operating Officer | January-2010 |
| Ezra B. Perlman | Co-President | March-2015 |
| Deep N. Shah | Co-President | March-2015 |
| Kristen L. Buppert | Chief Compliance Officer And Senior Counsel | March-2013 |
| John Herr | Chief Financial Officer | January-2013 |
FRANCISCO PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
FRANCISCO PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Each Fund’s organizational documents set forth the terms of an investment in the Fund and identify the Fund’s investment objectives along with risk factors. The Fund Agreements contain additional information on the risks associated with an investment in the respective Fund, and should be reviewed by any prospective investor.
Investment Strategies and Methods of Analysis
FP is focused on middle market technology investing. FP seeks to provide transformational capital in situations involving operational complexity, strategic change or other business inflection points. The Firm typically invests in public company buyouts, divisional spinouts, private company recapitalizations, growth equity and sponsored M&A transactions.
Frequently used components of FP’s investment strategy are a value and control orientation and building resiliency into investments both through mode...
Unlock Full Investment Process Description
Each Fund’s organizational documents set forth the terms of an investment in the Fund and identify the Fund’s investment objectives along with risk factors. The Fund Agreements contain additional information on the risks associated with an investment in the respective Fund, and should be reviewed by any prospective investor.
Investment Strategies and Methods of Analysis
FP is focused on middle market technology investing. FP seeks to provide transformational capital in situations involving operational complexity, strategic change or other business inflection points. The Firm typically invests in public company buyouts, divisional spinouts, private company recapitalizations, growth equity and sponsored M&A transactions.
Frequently used components of FP’s investment strategy are a value and control orientation and building resiliency into investments both through mode...
Unlock Full Investment Process Description
FRANCISCO PARTNERS Portfolio Concentration
FRANCISCO PARTNERS Location
ONE LETTERMAN DRIVE
BUILDING C - SUITE 410
SAN FRANCISCO, California
UNITED STATES, 94129
BUILDING C - SUITE 410
SAN FRANCISCO, California
UNITED STATES, 94129
FRANCISCO PARTNERS Contact Information
Phone Number: 415-418-2900
Fax Number: 415-418-2999
Website: http://www.franciscopartners.com
Fax Number: 415-418-2999
Website: http://www.franciscopartners.com
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