HOYLECOHEN, LLC
CRD #141125 SEC #801-67037 SAN DIEGO, CA 858-576-7300
SEC Registered
Total AUM
$3.4B
Discretionary
$3.4B
Employees
64
Clients
251
Accounts
5,427
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 3, 2024
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERTI, BRUCE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERTI, BRUCE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERTI, BRUCE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERTI, BRUCE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERTI, BRUCE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERTI, BRUCE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERTI, BRUCE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERTI, BRUCE | I | CHIEF FINANCIAL OFFICER | NA | |
| BERTI, BRUCE | I | CHIEF FINANCIAL OFFICER | NA | |
| COHEN, JOSEPH, JEFFREY | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, JOSEPH, JEFFREY | I | MANAGING DIRECTOR | NA | Control |
| COHEN, JOSEPH, JEFFREY | I | MANAGING DIRECTOR | NA | Control |
| COHEN, JOSEPH, JEFFREY | I | MANAGING DIRECTOR | NA | Control |
| COHEN, JOSEPH, JEFFREY | I | MANAGING DIRECTOR | NA | Control |
| COHEN, JOSEPH, JEFFREY | I | MANAGING DIRECTOR | NA | Control |
| COHEN, JOSEPH, JEFFREY | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLINGTON, ELISABETH | I | DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| CULLINGTON, ELISABETH | I | MANAGING DIRECTOR | NA | |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR | NA | Control |
| DELFINO, MARK, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | MANAGING DIRECTOR | NA | Control |
| DELFINO, MARK, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DELFINO, MARK, JAMES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| ENGLAND, HEATHER, BURKE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | NA | |
| HOYLE, KEVIN, DEWEY | I | MANAGER | NA | Control |
| HOYLE, KEVIN, DEWEY | I | MANAGING DIRECTOR | NA | Control |
| HOYLE, KEVIN, DEWEY | I | MANAGING DIRECTOR | NA | Control |
| HOYLE, KEVIN, DEWEY | I | MANAGING DIRECTOR | NA | Control |
| HOYLE, KEVIN, DEWEY | I | MANAGING DIRECTOR | NA | Control |
| HOYLE, KEVIN, DEWEY | I | MANAGING DIRECTOR | NA | Control |
| HOYLE, KEVIN, DEWEY | I | MANAGER | NA | Control |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| MUELLER, PETER, WILLIAM | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | CHIEF TECHNOLOGY OFFICER | NA | |
| WATERS, TROY, JUSTIN | I | MANAGING DIRECTOR | NA | |
| WATERS, TROY, JUSTIN | I | CHIEF TECHNOLOGY OFFICER | NA | |
| WATERS, TROY, JUSTIN | I | CHIEF TECHNOLOGY OFFICER | NA | |
| WATERS, TROY, JUSTIN | I | CHIEF TECHNOLOGY OFFICER | NA | |
| WATERS, TROY, JUSTIN | I | CHIEF TECHNOLOGY OFFICER | NA | |
| WATERS, TROY, JUSTIN | I | CHIEF TECHNOLOGY OFFICER | NA | |
| WATERS, TROY, JUSTIN | I | CHIEF TECHNOLOGY OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| WIELICZKO, VANESSA, HALE | I | CHIEF INVESTMENT OFFICER | NA | |
| 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 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 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 |
| 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 (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| CULLINGTON, ELISABETH | I | DIRECTOR | A | |
| CULLINGTON, ELISABETH | I | DIRECTOR | A | |
| CULLINGTON, ELISABETH | I | DIRECTOR | A | |
| CULLINGTON, ELISABETH | I | DIRECTOR | A | |
| WATERS, TROY, JUSTIN | I | DIRECTOR | A | |
| WATERS, TROY, JUSTIN | I | DIRECTOR | A | |
| WATERS, TROY, JUSTIN | I | DIRECTOR | A | |
| WATERS, TROY, JUSTIN | I | DIRECTOR | A |
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 | 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 V-IA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES V-IA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT VENTURES VIA, 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 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 | FERDINAND FFP PARENT, 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 | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, 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 | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FERDINAND FFP PARENT, INC. | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | FE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | FE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | FE | 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 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 | 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 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 |
| 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 |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | 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, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| CP FALCON AIV, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURES VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURES VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, 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
May 3, 2024 REGISTERED
Notice Filings (26)
AZ CA CO FL GA HI ID IL LA MA MD MT NC NH NJ NM NV NY OR PA TN TX UT VA WA WI
Address
350 CAMINO DE LA REINASUITE 500
SAN DIEGO, CA 92108
United States
Phone: 858-576-7300