Company Focus Financial Partners Inc.
Equities
FOCS
US34417P1003
Investment Management & Fund Operators
Business Summary
Number of employees: 5,000
Managers
Managers | Title | Age | Since |
---|---|---|---|
Chief Executive Officer | - | Jan. 31 | |
Daniel Glaser
CHM | Chairman | 64 | - |
James Shanahan
DFI | Director of Finance/CFO | 53 | 05-12-31 |
Corporate Officer/Principal | - | - | |
John Mittnacht
SAM | Sales & Marketing | - | 14-12-31 |
J. McGranahan
LAW | General Counsel | 53 | 15-07-31 |
Members of the board
Members of the board | Title | Age | Since |
---|---|---|---|
Joseph Feliciani
BRD | Director/Board Member | 67 | 19-03-31 |
James Carey
BRD | Director/Board Member | 57 | - |
Fayez Muhtadie
BRD | Director/Board Member | 46 | 18-07-24 |
Daniel Glaser
CHM | Chairman | 64 | - |
Ruediger Adolf
CEO | Chief Executive Officer | 61 | 03-12-31 |
George LeMieux
BRD | Director/Board Member | 54 | 22-03-07 |
David Winokur
BRD | Director/Board Member | - | 23-08-30 |
Director/Board Member | 54 | 22-03-31 | |
Lauren Seidman
BRD | Director/Board Member | - | 23-08-30 |
Greg Morganroth
BRD | Director/Board Member | 59 | 20-09-23 |
Share class
Vote | Quantity | Free-Float | Company-owned shares | Total Float | |
---|---|---|---|---|---|
Stock A | 1 | 12,540,262 | 0 | 0 | 84.04 % |
Stock B | 1 | 66,018,464 | 66,018,464 ( 100.00 %) | 0 |
Company contact information
Focus Financial Partners, Inc.
875 3rd Avenue 28th floor
10022, New York
+646 519 2456
http://focusfinancialpartners.comGroup companies
Name | Category and Sector |
---|---|
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. |
Investment Managers
|
SCS Capital Management LLC
SCS Capital Management LLC Investment ManagersFinance SCS Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions. |
Investment Managers
|
Focus Financial Partners LLC
Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. |
Investment Managers
|
Telemus Capital LLC
Telemus Capital LLC Investment ManagersFinance Telemus Capital LLC (Telemus) is a registered investment advisor headquartered in Southfield, Michigan. The firm was founded in 2013 and is a subsidiary of Focus Operating LLC., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Telemus offers comprehensive financial advisory, investment management and asset management solutions to high net worth individuals and families, endowments and foundations, and select institutions. |
Investment Managers
|
Nexus Investment Management ULC
Nexus Investment Management ULC Investment ManagersFinance Nexus Investment Management, Inc. (Nexus) is an investment management firm headquartered in Toronto, Canada. The firm was founded by William "Bill” Berghuis in 1988 and is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in the US. Nexus manages portfolios for both private clients (families and individuals) as well as foundations and endowments who are able to invest $1 million in their pooled funds or $2 million in their segregated portfolios. |
Investment Managers
|
Williams Jones Wealth Management LLC
Williams Jones Wealth Management LLC Investment ManagersFinance Williams Jones Wealth Management LLC (Williams Jones) is a registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2006 by Williams P. Jones, Jr. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Williams Jones provides portfolio management services on a fee-only basis to high-net-worth individuals, pooled investment vehicles, corporations, charitable organizations and pension and profit-sharing plans. |
Investment Managers
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GMG Private Counsel ULC
|
Sector
1st Jan change | Capi. | |
---|---|---|
-2.79% | 117B | |
+4.67% | 97.18B | |
+28.55% | 68.17B | |
+10.50% | 67.34B | |
+16.18% | 45.22B | |
+14.26% | 43.11B | |
+25.15% | 37.02B | |
+7.50% | 25.85B | |
-4.29% | 22.34B |