BEIRNE WEALTH CONSULTING SERVICES, LLC
Legal name: BEIRNE.
CRD #167103 SEC #801-77726 SHELTON, CT 203-701-8606
SEC Registered
Total AUM
$1.2B
Discretionary
$585.8M
Employees
10
Clients
11
Accounts
1,153
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLARD, LINDSEY, E | I | MANAGING DIRECTOR | NA | Control |
| ALLARD, LINDSEY, E | I | MANAGING DIRECTOR | NA | Control |
| ALLARD, LINDSEY, E | I | MANAGING DIRECTOR | NA | Control |
| ALLARD, LINDSEY, E | I | MANAGING DIRECTOR | NA | Control |
| ALLARD, LINDSEY, E | I | MANAGING DIRECTOR | NA | Control |
| ALLARD, LINDSEY, E | I | PARTNER | NA | Control |
| ALLARD, LINDSEY, E | I | PARTNER | NA | Control |
| ALLARD, LINDSEY, E | I | PARTNER | NA | Control |
| ALLARD, LINDSEY, E | I | PARTNER | NA | Control |
| ALLARD, LINDSEY, E | I | PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN, ANTHONY | I | MANAGING DIRECTOR, CIO AND FOUNDING PARTNER | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BEIRNE, JOHN-OLIVER | I | PRESIDENT | NA | Control |
| BEIRNE, JOHN-OLIVER | I | MANAGING DIRECTOR | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER AND CHIEF OPERATING OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER AND CHIEF OPERATING OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER AND CHIEF OPERATING OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER AND CHIEF OPERATING OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER AND CHIEF OPERATING OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER AND CHIEF OPERATING OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER AND CHIEF OPERATING OFFICER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER AND COO | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER AND COO | NA | Control |
| BETZIG, JAMES, ANDREW | I | PARTNER AND COO | NA | Control |
| BRADY, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| BRADY, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| BRADY, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| BRADY, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| BRADY, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| BRADY, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| BRADY, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| BRADY, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| BRADY, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| BRADY, PATRICIA, LYNN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| Defrancesco, Richard, Anthony | I | CHIEF OPERATING OFFICER | NA | Control |
| Defrancesco, Richard, Anthony | I | CHIEF OPERATING OFFICER | NA | Control |
| Defrancesco, Richard, Anthony | I | CHIEF OPERATING OFFICER | NA | Control |
| Defrancesco, Richard, Anthony | I | CHIEF OPERATING OFFICER | NA | Control |
| Defrancesco, Richard, Anthony | I | CHIEF OPERATING OFFICER | NA | Control |
| Defrancesco, Richard, Anthony | I | CHIEF OPERATING OFFICER | NA | Control |
| Defrancesco, Richard, Anthony | I | CHIEF OPERATING OFFICER | NA | Control |
| Defrancesco, Richard, Anthony | I | CHIEF OPERATING OFFICER | NA | Control |
| Defrancesco, Richard, Anthony | I | CHIEF OPERATING OFFICER | NA | Control |
| Defrancesco, Richard, Anthony | I | CHIEF OPERATING OFFICER | NA | Control |
| GARNTO, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNTO, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNTO, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNTO, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNTO, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNTO, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNTO, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNTO, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNTO, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNTO, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Grubelic, Dennis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Grubelic, Dennis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Grubelic, Dennis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Grubelic, Dennis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Grubelic, Dennis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Grubelic, Dennis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORELLI, MEGAN, ELIZABETH | I | PARTNER | NA | Control |
| MORELLI, MEGAN, ELIZABETH | I | PARTNER | NA | Control |
| MORELLI, MEGAN, ELIZABETH | I | PARTNER | NA | Control |
| MORELLI, MEGAN, ELIZABETH | I | PARTNER | NA | Control |
| OLSON, VICTORIA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHANNON, JERILYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | 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 | E | Control |
| FOCUS OPERATING, LLC | DE | MEMBER (MANAGER) | 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 | 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 |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE JOHN OLIVER BEIRNE 2012 TRUST | DE | OWNER | D | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
| THE EVAN A. BEIRNE 2012 TRUST | DE | OWNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BARKER, JOHN, JOSEPH | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| BEIRNE, JOHN-OLIVER | I | THE JOHN OLIVER BEIRNE 2012 TRUST | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | 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 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 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 VENTURES VIA, L.P. | F | Control |
| SUMMIT PARTNERS VI (GP), LLC | DE | SUMMIT PARTNERS VI (GP), L.P. | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | Control |
| beirne, evan | I | THE EVAN A. BEIRNE 2012 TRUST | F | 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 |
| TRIDENT VI PARALLEL FUND, L.P. | FE | TRIDENT FFP BLOCKER, LLC | E | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | Control |
| SUMMIT VENTURES VIA, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | D | Control |
| CP FALCON AIV, 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 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 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 |
| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
Registrations
Federal
IA
Dec 15, 2025 REGISTERED
Notice Filings (19)
CA CO CT FL GA IL LA MA MD ME NE NH NJ NY PA RI SC TX VA
Address
3 ENTERPRISE DRIVESUITE 410
SHELTON, CT 06484
United States
Phone: 203-701-8606