ONE CHARLES PRIVATE WEALTH SERVICES, LLC
Legal name: ONE CHARLES PRIVATE WEALTH
CRD #286635 SEC #801-109973 HINGHAM, MA 617-337-4208
SEC Registered
Total AUM
$936.4M
Discretionary
$763.8M
Employees
9
Clients
101
Accounts
347
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 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 |
|---|---|---|---|---|
| ABBASS, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ABBASS, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ABBASS, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ABBASS, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ABBASS, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ABBASS, SUSAN, ELAINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COREY, HOWARD, PERKINS | I | CHIEF OPERATING OFFICER | NA | Control |
| COREY, HOWARD, PERKINS | I | CHIEF OPERATING OFFICER | NA | Control |
| DOUMA, TODD, MACARTHUR | I | LEAD ADVISOR | NA | Control |
| DOUMA, TODD, MACARTHUR | I | PRINCIPAL & SENIOR ADVISER | NA | Control |
| DOUMA, TODD, MACARTHUR | I | PRINCIPAL & SENIOR ADVISER | NA | Control |
| DOUMA, TODD, MACARTHUR | I | LEAD ADVISOR | NA | Control |
| DOUMA, TODD, MACARTHUR | I | LEAD ADVISOR | NA | Control |
| DOUMA, TODD, MACARTHUR | I | LEAD ADVISOR | NA | Control |
| Desmarais, Pamela, Anne | I | CHIEF OPERATING OFFICER | NA | Control |
| Desmarais, Pamela, Anne | I | CHIEF OPERATING OFFICER | NA | Control |
| Desmarais, Pamela, Anne | I | CHIEF OPERATING OFFICER | NA | Control |
| Desmarais, Pamela, Anne | I | CHIEF OPERATING OFFICER | NA | Control |
| LYONS, GAVIN, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| LYONS, GAVIN, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| LYONS, GAVIN, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| LYONS, GAVIN, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| LYONS, GAVIN, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| LYONS, GAVIN, DAVID | I | CHIEF OPERATING OFFICER | NA | Control |
| NEELEY, STEVEN, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NEELEY, STEVEN, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NEELEY, STEVEN, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NEELEY, STEVEN, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NEELEY, STEVEN, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| NEELEY, STEVEN, EUGENE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | CHIEF COMPLIANCE OFFICER, FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| SQUARCIA, PAUL, ANDREW | I | FOUNDING PARTNER AND CCO | NA | Control |
| WALLIN, ERIK, RANDALL | I | MANAGING PARTNER | NA | Control |
| WALLIN, ERIK, RANDALL | I | MANAGING PARTNER | NA | Control |
| WALLIN, ERIK, RANDALL | I | MANAGING PARTNER | NA | Control |
| WALLIN, ERIK, RANDALL | I | MANAGING PARTNER | NA | Control |
| WALLIN, ERIK, RANDALL | I | MANAGING PARTNER | NA | Control |
| WALLIN, ERIK, RANDALL | I | MANAGING PARTNER | NA | Control |
| WALLIN, ERIK, RANDALL | I | MANAGING PARTNER | NA | Control |
| WALLIN, ERIK, RANDALL | I | MANAGING PARTNER | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | MANAGING PARTNER | NA | Control |
| WALLIN, ERIK, RANDALL | I | MANAGING PARTNER | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | Control |
| WALLIN, ERIK, RANDALL | I | LEAD ADVISOR | NA | 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 |
| 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 |
|---|---|---|---|---|
| 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 | FE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | FE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | FE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | FE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | FE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | FE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | FE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | FE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | FE | FERDINAND FFP PARENT, INC | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | DE | FOCUS FINANCIAL PARTNERS INC. | E | Control |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | FE | 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 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 |
| 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 |
| 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 |
| CP FALCON AIV, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | 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, 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 |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (16)
AZ CA CO CT FL ID MA MT NH NY OK OR RI TX VA WA
Address
99 DERBY STREETSUITE 100
HINGHAM, MA 02043
United States
Phone: 617-337-4208