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Founded in 2006, Focus Financial Partners, LLC is a privately-held group of independent fee-based wealth management firms. Focus Financial Partners subsidiary firms offer wealth management, benefit and investment consulting services to a customer base which includes individuals, families, employers and institutions in the United States and the UK. Summit Partners helped found Focus Financial with a hearty $35 million investment in early 2006. Focus Financial Partners original partner firms included Dion Money Management, JFS Wealth Advisors, Founders Financial Network, and HoyleCohen. Headquartered in New York, Focus Financial Partners was founded by Rudy Adolf.
| Company Tags: | PE Backed VC Backed |
| Year Founded: | 2006 |
| Fiscal Year End: | 12/31 |
| 1YR Revenue Growth Rate: | View % |
| 3YR Revenue Growth Rate (CAGR): | View % |
| 1YR Employee Growth Rate: | View % |
| 3YR Employee Growth Rate (CAGR): | View % |
| City: | New York |
| State/Province: | New York |
| Country: | United States |
| Phone: | View |
| Website: | www.FocusFinancialPartners.com |
| Subsidiaries: | Benefit Funding Services Group Bridgewater Wealth & Financial Management Capital Advisory Group Dion Money Management Founders Financial Network Greystone Financial Services Ltd HoyleCohen Hufford Financial Advisors JFS Wealth Advisors Joel Isaacson & Co., Inc. Lara, Shull & May, LLC LLBH Private Wealth Management LVW Advisors Pettinga Financial Advisors Resnick Investment Advisors Sapient Private Wealth Management Sentinel Benefits & Financial Group StrategicPoint Investment Advisors The Colony Group Wealth Management Consultants LLC WESPAC |
| Founders: | Lenny Chang Rajini Kodialam Rudy Adolf |
| Financial > Commercial Financial Services > Institutional Asset Management |
| Financial > Commercial Financial Services > Other Asset Management |
| Financial > Consumer Financial Services > Private Banking |
The PrivCo Industry Classification System™ (PICS) is our proprietary, modernized industry classification system, geared especially toward privately-held companies and including newer emerging sub-industries that are not reflected in other outdated industry classification systems, such as SIC and NAICS.
| Fidelity Investments |
| The Charles Schwab Corporation |
| WealthTrust LLC |
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| * | Focus Financial Partners, LLC fiscal year end: 12/31 |
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$99 Single Company AccessInstant Full Site-Wide AccessFocus Financial Partners, LLC Revenues ($ MM): |
Focus Financial Partners, LLC Total Employees: |
Focus Financial Partners, LLC Productivity (Revenue/Employee) ($): |
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$99 Single Company AccessInstant Full Site-Wide Access| Date | Status | Target | Buyer | Deal Type | Price | |
| Details | Nov. 2009 | Completed | View | View | Acquisition | View |
| Details | Jan. 2011 | Completed | View1 | View | Acquisition | View |
| Details | Sep. 2011 | Completed | View2 | View | Acquisition | View |
| Details | Oct. 2011 | Completed | View3 | View | Acquisition | View |
| Details | May. 2012 | Completed | View | View | Acquisition Divestiture | View |
| Details | Oct. 2012 | Completed | View | View | Acquisition | View |
| 1 | At the time of...Read More → |
| 2 | At the time of acquisition,...Read More → |
| 3 | At the time of...Read More → |
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$99 Single Company AccessInstant Full Site-Wide Access| Date | Investor | Round | Investor Type | |
| Jan. 2006 | View | Other | Private Equity | |
| Details | Total Round Other View | |||
| Nov. 2009 | View | Other | Private Equity | |
| Nov. 2009 | View | Other | Venture Capital | |
| Details | Total Round Other View | |||
| Total of Funding Shown Above View | ||||
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$99 Single Company AccessInstant Full Site-Wide AccessRevenues
Focus Financial Partners derives its revenues from cuts of its financial advisers' wealth management fees. In return, Focus provides these subsidiary firms, which the group refers to as "partners", with a network of professionals, technology, and access to capital. The private wealth management aggregator acquires uniquely fee-based wealth management companies, differentiating itself from other financial management firms that also participate in lending or other financial services.
Acqusition-Fueled Growth
Although several "breakaway" advisors have joined Focus Financial, the primary source of growth in the firm is through roll-up acquisitions. Focus Financial tends to acquire wealth management firms with around $500 million in assets under management (AUM), although some acquisitions have brought in billions of dollars of AUM. To fund these acquisitions, Focus relies on the cashflows of its current subsidiaries as well as the capital from its private equity investors. It… Continue Reading →
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PrivCo is the authority for financial & business data on major private companies, including:
| Private Companies | 209,401 |
| Private Investors | 12,095 |
| Private M&A Deals | 43,310 |
| VC/Funding Rounds | 36,248 |
| Total Data Points | 95,786,176 |
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