9AT: THOMA CRESSEY BRAVO, INC.

THOMA CRESSEY BRAVO, INC.

other names

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Adviser Profile

Registration status

Terminated

As of Date	01/11/2025
Adviser Type - Related adviser
Number of Employees	7
of those in investment advisory functions	4

AUM^*	4,815,461 -3.23%
of that, discretionary	4,815,461 -3.23%
Private Fund GAV^*	0 -100.00%
Avg Account Size	2,407,731 -3.23%
SMA’s	No
Private Funds	0 2
Contact Info	312 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 864M 691M 518M 346M 173M

2015 2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Thoma Cressey Bravo, Inc., a registered investment adviser, is a Delaware corporation. Thoma Cressey Bravo, Inc. and its affiliated investment advisers provide discretionary investment advisory services to their clients, which consist of private equity investment funds. Thoma Cressey Bravo, Inc. commenced operations in December 1997. Thoma Cressey Bravo, Inc.’s clients include the following (each, a “Fund,” and together, the “Funds”):
• Thoma Cressey Fund VII, L.P.; and
• Cressey Friends Fund VII, L.P. (“Friends Fund”). The following registered investment advisers are affiliated with Thoma Cressey Bravo, Inc.:
• TC Partners VII, L.P. (the “General Partner,” and the General Partner, together with Thoma Cressey Bravo, Inc., “TCB”); and
• Thoma Bravo, L.P. The General Partner is deemed registered under the Advisers Act pursuant to Thoma Cressey Bravo, Inc.’s registration in accordance with SEC guidance. This Brochure also describes the business practices of the General Partner, which operates as a single advisory business together with Thoma Cressey Bravo, Inc. Unless the context otherwise requires, references in this Brochure to “TCB” should be construed to mean the General Partner arranging such services from Thoma Cressey Bravo, Inc. and/or its affiliates and their respective personnel on behalf of the Funds. Further, TCB is no longer adding new clients and currently retains no discrete personnel; services

performed on behalf of TCB are performed by personnel of Thoma Bravo, L.P. and/or Cressey & Co. (as defined herein). The respective investment periods of the Funds are complete, and certain of the Funds have completed one or more extension periods; accordingly, TCB’s activities on behalf of the Funds with respect to the execution of new investments are currently limited to identifying and advising regarding follow-on investments, if any, related to the Funds’ existing investment portfolios. Descriptions of TCB’s investment activities herein, if any, should be construed to refer to TCB’s activities undertaken during the investment period or, to the extent applicable, with respect to such follow-on investments. Personnel of TCB may serve on portfolio companies’ boards of directors or otherwise act to influence control over management of portfolio companies in which the Funds have invested. TCB’s original advisory services for the Funds are detailed in the applicable private placement memorandum (each, a “Memorandum”) and/or limited partnership or other operating agreement (each, a “Limited Partnership Agreement” and together with the Memorandum, the “Governing Documents”). As of December 31, 2023, TCB managed approximately $4,815,461 in client assets on a discretionary basis. Thoma Cressey Bravo, Inc. and the General Partner are controlled and principally owned by Orlando Bravo, Bryan C. Cressey, Lee M. Mitchell and/or Carl D. Thoma.