LAKE STREET ADVISORS GROUP, LLC
Legal name: LAKE STREET ADVISORS
CRD #288300 SEC #801-110455 PORTSMOUTH, NH 603-610-4100
SEC Registered Private Funds
Total AUM
$3.1B
Discretionary
$1.3B
Employees
45
Clients
51
Accounts
1,858
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 23, 2024
- 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 |
|---|---|---|---|---|
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | MANAGING PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | MANAGING PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | MANAGING PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | MANAGING PARTNER | NA | Control |
| CHASE, JOSEPH, WINLOCK | I | MANAGING PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MANAGER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MANAGER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MANAGER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MANAGER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MANAGER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MANAGER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MANAGER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MANAGER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MANAGER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | MANAGER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DECKER, CAROLYN, BUNTING RYAN | I | PARTNER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| DURKIN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER | NA | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER | NA | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER | NA | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER | NA | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER | NA | Control |
| GOYETTE, ROBERT, ARTHUR | I | MANAGER | NA | Control |
| Kreger, Matthew, Robert | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSZAK, MELISSA | I | MANAGER | NA | Control |
| OLSZAK, MELISSA | I | MANAGER | NA | Control |
| OLSZAK, MELISSA | I | MANAGER | NA | Control |
| OLSZAK, MELISSA | I | MANAGER | NA | Control |
| OLSZAK, MELISSA | I | MANAGER | NA | Control |
| OLSZAK, MELISSA | I | MANAGER | NA | Control |
| OLSZAK, MELISSA | I | MANAGER | NA | Control |
| OLSZAK, MELISSA | I | MANAGER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| OLSZAK, MELISSA | I | PARTNER | NA | Control |
| VALLIERE, SHAWN, T | I | PARTNER | NA | Control |
| VALLIERE, SHAWN, T | I | PARTNER | NA | Control |
| VALLIERE, SHAWN, T | I | PARTNER | NA | Control |
| VALLIERE, SHAWN, T | I | PARTNER | NA | Control |
| VALLIERE, SHAWN, T | I | PARTNER | NA | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER | NA | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER | NA | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER | NA | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER | NA | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER | NA | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER | NA | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER | NA | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER | NA | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER | NA | Control |
| VANSLYKE, GREG, ALAN | I | MANAGER | NA | Control |
| VANSLYKE, GREG, ALAN | I | PARTNER | NA | Control |
| VANSLYKE, GREG, ALAN | I | PARTNER | NA | Control |
| VANSLYKE, GREG, ALAN | I | PARTNER | NA | Control |
| VANSLYKE, GREG, ALAN | I | PARTNER | NA | Control |
| VANSLYKE, GREG, ALAN | I | PARTNER | NA | Control |
| VANSLYKE, GREG, ALAN | I | PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | MANAGER PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | PARTNER | NA | Control |
| WEBB, NORMAN, EUGENE | I | 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 |
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 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 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 |
| 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 |
| 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 |
| 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 | FE | TRIDENT FFP | C | Control |
| TRIDENT | FE | TRIDENT FFP | 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 VI LP | FE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT VI LP | FE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT VI LP | FE | TRIDENT FFP, L.P. | C | Control |
Registrations
Federal
IA
May 23, 2024 REGISTERED
Notice Filings (5)
CA FL MA NH NY
Address
145 MAPLEWOOD AVENUESUITE 210
PORTSMOUTH, NH 03801
United States
Phone: 603-610-4100