Thoma Bravo
advisor22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-2 YoYRank #2040 of mapped providers
Assets under administration$64.3B0.1%Market share · rank #237
Fees received$25MMedian $135,979/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Thoma Bravo plan look like?
Service mix · median fees per plan
Count of plans where Thoma Bravo ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 4 | $135,979 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $6,338 | |
Investment management fees paid indirectly by planCode 52 | 1 | $12,280,981 |
Competitor overlap
Percent of Thoma Bravo's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Thoma Bravo.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Thoma Bravo; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $25M | 5y | - |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $207,657 | 3y | - |
AARPDC · 951985500-001 | $1.6B | 5,813 | $64,301 | 4y | - |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $209,631 | 5y | - |
COTTAGE HEALTHCA · 770431902-001 | $890M | 5,426 | $32,241 | 3y | 1 |
VENABLE LLPMD · 520517250-003 | $766M | 2,429 | $6,338 | 6y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (22)
Raw Schedule C names collapsed into Thoma Bravo.
- JEFFREY SLOCUM & ASSOC
- JEFFREY SLOCUM & ASSOC.
- JEFFREY SLOCUM & ASSOCAITES
- JEFFREY SLOCUM & ASSOCIAT
- JEFFREY SLOCUM ASSOC
- THOMA BRAVO
- THOMA BRAVO ADVISERS LP
- THOMA BRAVO ADVISERS, L.P.
- THOMA BRAVO ADVISERS, LP
- THOMA BRAVO ADVISORS LP
- THOMA BRAVO FUND XIV-A, LP
- THOMA BRAVO FUND XV-A, LP
- THOMA BRAVO LLC
- THOMA BRAVO PARTNERS XII AIV, LP
- THOMA BRAVO PARTNERS XII LP
- THOMA BRAVO PARTNERS XIII LP
- THOMA BRAVO UGP
- THOMA BRAVO, L.P.
- THOMA BRAVO, LLC
- THOMA CAPITAL MANAGEMENT LLC
- THOMABRAVO
- THOMAS BRAVO
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Thoma Bravo's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Thoma Bravo. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Thoma Bravo's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Barlow Coughran Morales & Josephson | 1 | 16.7% |
| Groom Law Group, Chartered | 1 | 16.7% |
| Morgan Lewis & Bockius LLP | 1 | 16.7% |
| Trucker Huss | 1 | 16.7% |