FOUNDERS FINANCIAL NETWORK, LLC
CRD #136401 SEC #801-64542 CUPERTINO, CA 408-366-8920
SEC Registered
Total AUM
$574.8M
Discretionary
$574.8M
Employees
6
Clients
101
Accounts
410
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, ROBERT, DUNCAN | I | CHIEF OPERATING OFFICER | NA | Control |
| CAMPBELL, ROBERT, DUNCAN | I | CHIEF OPERATING OFFICER | NA | Control |
| CAMPBELL, ROBERT, DUNCAN | I | CHIEF OPERATING OFFICER | NA | Control |
| CAMPBELL, ROBERT, DUNCAN | I | CHIEF OPERATING OFFICER | NA | Control |
| CAMPBELL, ROBERT, DUNCAN | I | CHIEF OPERATING OFFICER | NA | Control |
| CHO, EDWARD, SUNGWOO | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| CHO, EDWARD, SUNGWOO | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| CHO, EDWARD, SUNGWOO | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| CHO, EDWARD, SUNGWOO | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| CHO, EDWARD, SUNGWOO | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| KRESEK, ROBERT, GENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRESEK, ROBERT, GENE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KRESEK, ROBERT, GENE | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| KRESEK, ROBERT, GENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRESEK, ROBERT, GENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRESEK, ROBERT, GENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRESEK, ROBERT, GENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRESEK, ROBERT, GENE | I | MANAGING PRINCIPAL | NA | Control |
| KRESEK, ROBERT, GENE | I | MANAGING PRINCIPAL | NA | Control |
| KRESEK, ROBERT, GENE | I | MANAGING PRINCIPAL | NA | Control |
| KRESEK, ROBERT, GENE | I | MANAGING PRINCIPAL | NA | Control |
| KRESEK, ROBERT, GENE | I | MANAGING PRINCIPAL | NA | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | MEMBER | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | MEMBER | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | MEMBER | E | Control |
| FOCUS FINANCIAL PARTNERS, 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 |
| FOCUS OPERATING, 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 |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SUMMIT PARTNERS IV (GP), LP | DE | SUMMIT VENTURES V-IA, 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 |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMIT VENTURES V-IA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMIT VENTURES V-IA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMIT VENTURES V-IA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMIT VENTURES VI- A, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMIT VENTURES VI-A, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMIT VENTURES V-IA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMIT VENTURES V-IA, L.P. | F | 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 |
| SUMMIT VENTURES VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | |
| SUMMIT VENTURES VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | |
| SUMMIT VENTURES VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | |
| SUMMIT VENTURES VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | |
| SUMMIT VENTURE VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURE VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURE VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURE VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURE VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURE VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURE VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (1)
CA
Address
10050 N. WOLFE ROADSW1-281
CUPERTINO, CA 95014-8508
United States
Phone: 408-366-8920