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 09/30/16. The fund's latest filing disclosed 288MM in positions, representing 4% of the manager's regulatory AUM.

FRANCISCO PARTNERS StockAlpha

-27.6%
Top 25%
2yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FRANCISCO PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CUDA 54.41% Tech -9.18% -4.3% 12 5%
CPSI 17.79% Health -3.53% 0% 8 2%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

FRANCISCO PARTNERS Portfolio Concentration

FRANCISCO PARTNERS Location

ONE LETTERMAN DRIVE
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:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A