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FRANCISCO PARTNERS

SAN FRANCISCO, CA · CRD 160272 · IAPD ↗ · (415) 418-2900

$47.05BRegulatory AUM
93Advisory reps
140Employees
0Clients
n/aPlanning clients
43Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

62
April 2026 — FRANCISCO PARTNERS grew from 86 to 93 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.