SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
Legal name: SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
CRD #159419 SEC #801-72857 EUGENE, OR 541-762-0300
SEC Registered
Total AUM
$1.4B
Discretionary
$1.3B
Employees
14
Clients
251
Accounts
629
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ELD, JACOB, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, GREGORY, PATRICK | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| KONRADY, DENNIS, S | I | PARTNER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REXIUS, ALAN, RAY | I | PARTNER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| Riddle, Jonathan, Dale | I | CHIEF OPERATING OFFICER | NA | Control |
| FOCUS OPERATING, LLC | DE | SOLE 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 | SOLE MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURE VI-A, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), L.P. | DE | SUMMIT VENTURE 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), LP | DE | SUMMIT VENTURES VI-A, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMIT VENTURES VI-A, 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 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 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, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| TRIDENT VI PARALLEL FUND, L.P. | FE | TRIDENT FFP BLOCKER LLC | E | Control |
| TRIDENT VI PARALLEL FUND, L.P. | FE | TRIDENT FFP BLOCKER LLC | E | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| CD&R FERDINAND HOLDINGS, L.P. | DE | FERDINAND FFP ULTIMATE HOLDINGS, LP | D | Control |
| 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 |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CD&R FERDINAND CO-INVESTOR, L.P. | FE | CD&R FERDINAND HOLDINGS, L.P. | C | Control |
| CP FALCON AIV, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURE VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT VENTURE VI-A, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| SUMMIT 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, L.P | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| TRIDENT FFP, L.P | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (9)
AZ CA CO FL LA OR TX VA WA
Address
101 EAST BROADWAY SUITE 480EUGENE, OR 97401
United States
Phone: 541-762-0300