Thoma Bravo, Llc (Chicago)
Thoma Bravo, Llc Is a Large Advisory Firm Based in Chicago. It Manages $38.91 Billion of Regulatory Assets for 45 Client Accounts. It Has Been Registered with...
Thoma Bravo, LLC is a large advisory firm based in Chicago. It manages $38.91 billion of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Illinois.
Thoma Bravo provides investment advisor to private funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Thoma Bravo: assets under management
The assets under management (AUM) of Thoma Bravo, LLC is $38.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1952% since the beginning of its operation, and $2.3 billion of the total AUM is attributable to clients outside of the United States.
The firm manages $38.91 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $864.58 million each.
Thoma Bravo has custody of $38.91 billion in cash and securities for 45 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Thoma Bravo, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.