RIA Intelligence

JOEL ISAACSON & CO., LLC

CRD #152450 SEC #801-70880 NEW YORK, NY 212-302-6300
SEC Registered
Total AUM
$8B
Discretionary
$5.6B
Employees
52
Clients
--
Accounts
5,347

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPRINCIPAL AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNERNA Control
ALTMARK, STANLEY, LAWRENCEIPARTNERNA Control
FINGLETON, THOMAS, TIMOTHYICHIEF OPERATIONS OFFICERNA Control
FINGLETON, THOMAS, TIMOTHYICHIEF OPERATIONS OFFICERNA Control
FINGLETON, THOMAS, TIMOTHYICHIEF OPERATIONS OFFICERNA Control
FINGLETON, THOMAS, TIMOTHYICHIEF OPERATIONS OFFICERNA Control
FINGLETON, THOMAS, TIMOTHYICHIEF OPERATIONS OFFICERNA Control
FINGLETON, THOMAS, TIMOTHYICHIEF OPERATIONS OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRESIDENT AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN, PARTNER & CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTIPRINCIPAL, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN, PARTNER & CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN, PARTNER & CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN, PARTNER & CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN, PARTNER & CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN, PARTNER & CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN, PARTNER & CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN, PARTNER & CHIEF INVESTMENT OFFICERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
ISAACSON, JOEL, SCOTTICHAIRMAN & PARTNERNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPRINCIPALNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PAUL, ROBERT, EDWARDIPARTNERNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER & PARTNERNA Control
PELTZ, DAVID, NIPRINCIPALNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER & PARTNERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER & PARTNERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER & PARTNERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER & PARTNERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER & PARTNERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER & PARTNERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER & PARTNERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PELTZ, DAVID, NICHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICERNA Control
PROSPERINO, JENNIFER, LISAIPRINCIPALNA Control
PROSPERINO, JENNIFER, LISAIPRINCIPALNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPRINCIPAL; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEIN, MARTINIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPRINCIPAL; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
STEINMETZ, LEEIPARTNER; TAX DIRECTORNA Control
Tesoriero, Morgan, ElizabethICHIEF COMPLIANCE OFFICERNA Control
Tesoriero, Morgan, ElizabethICHIEF COMPLIANCE OFFICERNA Control
WEISS, MICHAEL, EDWARDICHIEF OPERATING OFFICERNA Control
WEISS, MICHAEL, EDWARDICHIEF OPERATING OFFICERNA Control
WEISS, MICHAEL, EDWARDICHIEF OPERATING OFFICERNA Control
WEISS, MICHAEL, EDWARDICHIEF OPERATING OFFICERNA Control
WEISS, MICHAEL, EDWARDICHIEF OPERATING OFFICERNA Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
SUMMIT PARTNERS VI (GP), LLCDESUMMIT PARTNERS VI (GP), L.P.F Control
SUMMIT PARTNERS VI (GP), LPDESUMMIT VENTURES V-IA, L.P.F Control
SUMMIT PARTNERS VI (GP), LPDESUMMIT VENTURES V-IA, L.P.F Control
SUMMIT PARTNERS VI (GP), LPDESUMMIT VENTURES V-IA, L.P.F Control
SUMMIT PARTNERS VI (GP), LPDESUMMIT VENTURES V-IA, L.P.F Control
SUMMIT PARTNERS VI (GP), LPDESUMMIT VENTURES V-IA, L.P.F Control
SUMMIT PARTNERS VI (GP), LPDESUMMIT VENTURES V-IA, L.P.F Control
SUMMIT PARTNERS VI (GP), LPDESUMMIT VENTURES V-IA, L.P.F Control
SUMMIT PARTNERS VI (GP), LPDESUMMIT VENTURES V-IA, L.P.F Control
SUMMIT PARTNERS VI (GP), LPDESUMMIT VENTURES V-IA, L.P.F Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS, LLCE Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS, INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS, LLCE Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS, INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS, INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS, LLCE Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS, INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS, INC.E Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP ULTIMATE HOLDINGS LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS, LLCE Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS, LLCE Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS, LLCE Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS, INC.E Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
TRIDENT VI PARALLEL FUND, L.P.FETRIDENT FFP BLOCKER LLCE Control
TRIDENT VI PARALLEL FUND, L.P.FETRIDENT FFP BLOCKER LLCE Control
TRIDENT VI PARALLEL FUND, L.P.FETRIDENT FFP BLOCKER LLCE Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS LPD Control
CLAYTON DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBILIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBLINER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CP FALCON AIV, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
SUMMIT VENTURES VI-A, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
TRIDENT FFP BLOCKER LLCDETRIDENT FFP, L.P.C Control
TRIDENT FFP BLOCKER LLCDETRIDENT FFP, L.P.C Control
TRIDENT FFP BLOCKER LLCDETRIDENT FFP, L.P.C Control
TRIDENT FFP, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
TRIDENT FFP, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
TRIDENT FFP, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
TRIDENT VI, L.P.FETRIDENT FFP, L.P.C Control
TRIDENT VI, L.P.FETRIDENT FFP, L.P.C Control
TRIDENT VI, L.P.FETRIDENT FFP, L.P.C Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (20)

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