BFSG, LLC
Legal name: BENEFIT FINANCIAL SERVICES GROUP
CRD #143617 SEC #801-67796 IRVINE, CA 949-955-2552
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
31
Clients
101
Accounts
855
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 10, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ALLBEE, MICHAEL, ANGELO | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMPBELL, JOHN, C | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, C | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| CAMPBELL, JOHN, CHRISTOPHER | I | CO-PRESIDENT | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| FEQUIERE, RACHEL, MARIE | I | VICE PRESIDENT & TREASURER | NA | Control |
| GENSKE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GENSKE, RACHEL, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAU, GRACE | I | PRESIDENT OF PACWEST | NA | Control |
| LAU, GRACE | I | PRESIDENT OF PACWEST | NA | Control |
| LAU, GRACE | I | PRESIDENT OF PACWEST | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| LAU, GRACE | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| POWERS, PATRICK, DAVID | I | CO-PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| ROWEY, CHRISTOPHER, SCOTT | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| SCHACKMAN, MARTINA, MARIE | I | VICE PRESIDENT | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| STEWART, DARREN, ROBERT | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | Control |
| YAMSHON, STEVEN, LEE | I | CO-PRESIDENT | NA | 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 | 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 | 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 (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 |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VI-A, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VI-A, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VI-A, 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 VI-A, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VI-A, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VI-A, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VI-A, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VI-A, 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), 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 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 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 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 |
| 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. | 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 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 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 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 VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURES VI-A, 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 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 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 |
| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
Registrations
Federal
IA
Oct 10, 2025 REGISTERED
Notice Filings (22)
AZ CA CO CT FL GA ID IL LA MA MI NC NE NJ NM NV NY OR TX UT VA WA
Address
2040 MAIN STREETSUITE 720
IRVINE, CA 92614
United States
Phone: 949-955-2552