THE PORTFOLIO STRATEGY GROUP, LLC
CRD #166593 SEC #801-77583 WHITE PLAINS, NY 9142884900
SEC Registered Private Funds
Total AUM
$2.4B
Discretionary
$2.4B
Employees
15
Clients
251
Accounts
442
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 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 |
|---|---|---|---|---|
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BARTIMER, LAWRENCE, DAVID | I | MANAGING DIRECTOR | NA | Control |
| BOUBLI, JACQUES, ELIE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | |
| BOUBLI, JACQUES, ELIE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | |
| BOUBLI, JACQUES, ELIE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | |
| BOUBLI, JACQUES, ELIE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | |
| BOUBLI, JACQUES, ELIE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | |
| BOUBLI, JACQUES, ELIE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | |
| BOUBLI, JACQUES, ELIE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | |
| BOUBLI, JACQUES, ELIE | I | MANAGING DIRECTOR | NA | Control |
| FOCUS FINANCIAL PARTNERS LLC | DE | MANAGING MEMBER | NA | Control |
| FOCUS FINANCIAL PARTNERS LLC | DE | MANAGING MEMBER | NA | Control |
| GHALI, LAURIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GHALI, LAURIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GHALI, LAURIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GHALI, LAURIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GHALI, LAURIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GHALI, LAURIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CCO | NA | |
| LEARY, ATIYA | I | CCO | NA | |
| LEARY, ATIYA | I | CCO | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEARY, ATIYA, SHAWNTA | I | CCO | NA | |
| LEARY, ATIYA, SHAWNTA | I | CCO | NA | |
| LEARY, ATIYA, SHAWNTA | I | CCO | NA | |
| LEARY, ATIYA, SHAWNTA | I | CCO | NA | |
| LEARY, ATIYA, SHAWNTA | I | CCO | NA | |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| SCHARF, EDWARD, LAURENCE | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING MEMBER & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING MEMBER & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING MEMBER & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YOKEN, RICHARD, ALAN | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR & CCO | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR & CCO | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR & CCO | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| YORKES, PETER, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| ZOTTNER, THOMAS, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| FOCUS FINANCIAL PARTNERS LLC | DE | MANAGING MEMBER | E | Control |
| FOCUS FINANCIAL PARTNERS LLC | DE | MANAGING 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 (MANAGING) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (CONTROLLING) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (CONTROLLING) | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (CONTROLLING) | 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 |
| YOKEN, RICHARD, ALAN | I | PRESIDENT & MANAGING DIRECTOR | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CD&R ASSOCIATES XII, L.P. | FE | CD&R FERDINAND CO-INVESTOR, L.P. | F | Control |
| CD&R ASSOCIATES XII, L.P. | FE | CLAYTON, DUBILIER & RICE FUND XII, L.P. | F | Control |
| CD&R ASSOCIATES XII, L.P. | FE | CD&R FERDINAND CO-INVESTOR, L.P. | F | Control |
| CD&R ASSOCIATES XII, L.P. | FE | CLAYTON, DUBILIER & RICE FUND XII, L.P. | F | Control |
| CD&R ASSOCIATES XII, L.P. | FE | CD&R FERDINAND CO-INVESTOR, L.P. | F | Control |
| CD&R ASSOCIATES XII, L.P. | FE | CLAYTON, DUBILIER & RICE FUND XII, L.P. | F | Control |
| CD&R INVESTMENT ASSOCIATES XII, LTD. | FE | CD&R FERDINAND HOLDINGS, L.P. | F | Control |
| CD&R INVESTMENT ASSOCIATES XII, LTD. | FE | CD&R FERDINAND HOLDINGS, L.P. | F | Control |
| CD&R INVESTMENT ASSOCIATES XII, LTD. | FE | CD&R FERDINAND HOLDINGS, 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 | SUMMITE VENTURES V-IA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMITE VENTURES V-IA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMITE VENTURES V-IA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LP | DE | SUMMITE VENTURES V-IA, 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 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 |
| 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 |
| TRIDENT VI PARALLEL FUND, LP | FE | TRIDENT FFP BLOCKER LLC | E | Control |
| TRIDENT VI PARALLEL FUND, LP | FE | TRIDENT FFP BLOCKER LLC | E | Control |
| TRIDENT VI PARALLEL FUND, LP | 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 |
| 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 |
| 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 |
| 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, LP | DE | FOCUS FINANCIAL PARNTERS, LLC | C | Control |
| TRIDENT FFP, LP | DE | FOCUS FINANCIAL PARNTERS, LLC | C | Control |
| TRIDENT FFP, LP | DE | FOCUS FINANCIAL PARNTERS, LLC | C | Control |
| TRIDENT VI, LP | FE | TRIDENT FFP, LP | C | Control |
| TRIDENT VI, LP | FE | TRIDENT FFP, LP | C | Control |
| TRIDENT VI, LP | FE | TRIDENT FFP, LP | C | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (14)
CA CO CT FL IL LA MA MD NH NJ NY PA TX VA
Address
50 MAIN STREETSUITE 1280
WHITE PLAINS, NY 10606
United States
Phone: 9142884900