COASTAL BRIDGE ADVISORS, LLC
Legal name: COASTAL BRIDGE ADVISORS
CRD #152569 SEC #801-70943 WESTPORT, CT 203-683-1530
SEC Registered
Total AUM
$4.6B
Discretionary
$4.4B
Employees
46
Clients
251
Accounts
9,000
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 2, 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 |
|---|---|---|---|---|
| BETZIG, JAMES, ANDREW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BURNS, KEVIN, GERARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| BURNS, KEVIN, GERARD | I | MANAGER | NA | Control |
| DUPONT, MARK, PAUL | I | PRESIDENT | NA | Control |
| DUPONT, MARK, PAUL | I | PRESIDENT | NA | Control |
| DUPONT, MARK, PAUL | I | PRESIDENT | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| FUHRMAN, JEFFREY, MARC | I | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | NA | Control |
| L'ETOILE, JANA, M | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| L'ETOILE, JANA, M | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| L'ETOILE, JANA, M | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOFTUS, WILLIAM, PATRICK | I | MANAGER | NA | Control |
| LOMAS, WILLIAM, ALAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOMAS, WILLIAM, ALAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOMAS, WILLIAM, ALAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOMAS, WILLIAM, ALAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOMAS, WILLIAM, ALAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOMAS, WILLIAM, ALAN | I | MANAGER | NA | Control |
| LOMAS, WILLIAM, ALAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LOMAS, WILLIAM, ALAN | I | MANAGER | NA | Control |
| LOMAS, WILLIAM, ALAN | I | MANAGER | NA | Control |
| LOMAS, WILLIAM, ALAN | I | MANAGER | NA | Control |
| PEREZ, PATRICIA, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE AND OPERATIONS | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | DIRECTOR OF COMPLIANCE | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PEREZ, PATRICIA, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | NA | Control |
| PRATT-HEANEY, JAMES, KEVIN | I | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | 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 (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 | MANAGING MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MANAGING 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 |
| 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 VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT 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 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 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 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 |
| 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 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| SUMMIT VENTURES VIA, 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 |
| 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 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 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 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 |
| 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
Jul 2, 2025 REGISTERED
Notice Filings (27)
AZ CA CO CT FL GA ID IL LA MA MD ME MN NC NH NJ NV NY PA RI SC SD TN TX VA VT WA
Address
54 WILTON ROAD1ST FLOOR
WESTPORT, CT 06880
United States
Phone: 203-683-1530