FOCUS FINANCIAL PARTNERS GROUP

Business and Investment Profile

The FOCUS FINANCIAL PARTNERS GROUP is a publicly held investment adviser that advises $486.79Bn in regulatory assets under management held in 6 SEC fund types across 9 investment strategies. FOCUS FINANCIAL PARTNERS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 96.32% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 40.02 years and is comprised of 62 filing and 0 relying advisers. They operate out of 152 office locations with their Headquarters at 190 CARONDELET PLAZA SUITE 600, ST. LOUIS, MISSOURI. The Group has been subject to regulatory enforcement actions. They are regulated by 18 US and Non-US bodies.

Employee Profile

They have 4,158 employees comprised of 2,158 investment and 2,000 non-investment staff. The total number of Employees increased by 31.96% over the last 5-years.

Asset Profile

Their $486.79Bn in assets advised are owned by 237 private funds, 21 public funds and BDCs and 6,751 other accounts. Assets of High Net Worth Individuals clients own $330.32Bn or 67.86% of Total Assets and Charitable Organizations own $37.66Bn or 7.74% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Fund of Funds, Long/Short Equity and Multi Strat, representing 66.19%, 18.57% and 7.18% of total assets, respectively.

Client Profile

They advise 10 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.

Service Provider Profile

The Group uses 16 Fund Administrators, 14 Fund Auditors, 7 Prime Brokers, 26 Custodians and 10 Marketers. It does not report a third-party Fund Administrator in 42 private funds with $2.97Bn in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

FOCUS FINANCIAL PARTNERS GROUP names 8 sub-advisers APERIO GROUP, LLC, MAREN CAPITAL, OWLS NEST PARTNERS, PARAMETRIC PORTFOLIO ASSOCIATES, POLEN CAPITAL MANAGEMENT, LLC, SEELAUS ASSET MANAGEMENT, LLC, SHAPIRO CAPITAL MANAGEMENT LLC, WCM INVESTMENT MANAGEMENT to 5 different funds advised by the group. The Group has been named as the sub-adviser to 3 funds.