RIA Intel›Advisers›Maryland›THOMA CAPITAL MANAGEMENT LLC

THOMA CAPITAL MANAGEMENT LLC

Advisory

N·TOWSON, MD

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM

$310M

1-Year AUM Growth

-21.6%

3-Year CAGR

-1.7%

Employees

7

Assets Under Management

Total AUM$310M

Discretionary AUM$295M

Non-Discretionary AUM$15M

Discretionary %95%

Total Clients284

Team

Total Employees7

Investment Advisers10

Employee Growth (1Y)-18.2%

Filing History

Total Filings on Record20

First FilingJul 27, 2017

Latest FilingMar 11, 2026

🔒 Full AUM trend chart and 20 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THOMA CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.