STRATEGIC POINT INVESTMENT ADVISORS LLC
Legal name: STRATEGICPOINT INVESTMENT ADVISORS LLC
CRD #124636 SEC #801-61711 PROVIDENCE, RI 401-273-1500
SEC Registered
Total AUM
$806.4M
Discretionary
$806.4M
Employees
12
Clients
--
Accounts
1,963
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | PORTFOLIO MANAGER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| AMEY, DEREK, MICHAEL | I | PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING PARTNER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| AMEY, DEREK, MICHAEL | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| ANZELONE, RICHARD, JOSEPH | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING PARTNER | NA | Control |
| ANZELONE, RICHARD, JOSEPH | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/CEO | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/CEO | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/CEO | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/DIRECTOR | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/DIRECTOR | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/CEO | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/CEO/CIO | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/CEO | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/CEO | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/CEO | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/CEO | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/DIRECTOR | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/CEO/CIO | NA | Control |
| BROCHU, DAVID, FRANCIS | I | PRESIDENT/DIRECTOR | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FELICE, ANDREA, REGINA | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FRANKLIN, FRED, JAY | I | CHIEF LEGAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING PARTNER | NA | |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, A | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | MANAGING PARTNER | NA | Control |
| PURINTON, BETSEY, ALDEN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| SCHLESINGER, JILL | I | EXECUTIVE VICE PRESIDENT/CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| SIMMONS, AARON, MICHAEL | I | VICE-PRESIDENT OPERATIONS | NA | |
| SIMMONS, AARON, MICHAEL | I | VICE-PRESIDENT OPERATIONS | NA | |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FI SERVICES HOLDINGS, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| PROGRESSIVE FINANCIAL STRATEGIES LLC | DE | MEMBER | E | Control |
| PROGRESSIVE FINANCIAL STRATEGIES LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
| STRATEGIC POINT HOLDINGS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ACQUISITION, LLC | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | DE | FERDINAND FFP ACQUISITION, LLC | E | Control |
| FERDINAND FFP PARENT, INC | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP PARENT, INC | DE | FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | STRATEGIC POINT HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | FI SERVICES HOLDINGS, LLC | E | Control |
| TRIDENT VI PARALLEL FUND, L.P. | FE | TRIDENT FFP BLOCKER LLC | E | Control |
| TRIDENT VI PARALLEL FUND, L.P. | FE | TRIDENT FFP BLOCKER LLC | E | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS LP | D | Control |
| CLAYTON, DUBILIER& RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER& RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER& RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER& RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| CLAYTON, DUBILIER& RICE FUND XII, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | D | Control |
| FINANCIAL STRATEGIES, INC. | DE | PROGRESSIVE FINANCIAL STRATEGIES, LLC | D | Control |
| FINANCIAL STRATEGIES, INC. | DE | PROGRESSIVE FINANCIAL STRATEGIES, LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | D | Control |
| BROCHU, DAVID, FRANCIS | I | FINANCIAL STRATEGIES, INC. | C | Control |
| BROCHU, DAVID, FRANCIS | I | FINANCIAL STRATEGIES, INC. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CP FALCON AIV, LP | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| CP FALCON AIV, LP | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| CP FALCON AIV, LP | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| CP FALCON AIV, LP | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SCHLESINGER, JILL | I | FINANCIAL STRATEGIES, INC. | C | Control |
| SCHLESINGER, JILL | I | FINANCIAL STRATEGIES, INC. | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| SUMMIT VENTURES VI-A,L.P. | DE | FOCUS FINANCIAL PARTNER'S ,LLC | C | Control |
| TRIDENT FFP BLOCKER LLC | DE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT FFP BLOCKER LLC | DE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT FFP, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| TRIDENT FFP, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (18)
CA CT FL HI LA MA MD ME NC NH NJ NY PA RI SC TX VA VT
Address
294 WEST EXCHANGE STREETPROVIDENCE, RI 02903-1004
United States
Phone: 401-273-1500