BORDEAUX WEALTH ADVISORS LLC

Legal name: BORDEAUX WEALTH ADVISORS

CRD #287758 SEC #801-110221 MENLO PARK, CA 650-289-1105

SEC Registered

Total AUM

$5.6B

Discretionary

$4.7B

Employees

Clients

101

Accounts

340

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 19, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
EKONIAK, JON, MICHAEL	I	MANAGING PARTNER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING DIRECTOR	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING DIRECTOR	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING DIRECTOR	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING DIRECTOR	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING DIRECTOR	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING DIRECTOR	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING DIRECTOR	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING PARTNER	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING PARTNER	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING PARTNER	NA	Control
HERING, JAMES, MICHAEL	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER, CCO	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MURDOCK, DAVID, KEITH	I	MANAGING PARTNER	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO & CCO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO & CCO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO & CCO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO & CCO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO & CCO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO & CCO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO & CCO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	MANAGING PARTNER, CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
MYERS, THOMAS, CARL	I	CEO	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
PLATT, PHILIP, THOMAS	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	NA	Control
SNARE, JON, CARTER	I	MANAGING PARTNER	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
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	FE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	FE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	FE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	FE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	FE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	FE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	FE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	FE	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 PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
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 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 FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	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
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
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

May 19, 2025 REGISTERED

Notice Filings (13)

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