Focus Financial Partners LLC

Focus Financial Partners LLC

Focus Financial Partners LLC

Overview
Date Founded

2004

Type of Company

Private

Industries

Investment Services & Portfolio Management

Company Description

Focus Financial Partners LLC provides wealth management services. It offers financial planning, benefit and investment consulting services to individuals, employers and institutions. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY.

Contact Data
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Executives & Employees

Co-Founder, Managing Director

Co-Founder, Managing Director

Chairman of the Board, Chief Executive Officer, Co-Founder

Chief Financial Officer

General Counsel

Managing Director

Senior Vice President, Independence & Operations

Senior Vice President

Vice President, Business Development

Marketing Manager

Board of Directors

Former Founder, Chief Executive Officer & Chairman at Focus Financial Partners, Inc.

Former Chairman of the Board, President, Chief Executive Officer at Duff & Phelps LLC - New York

Co-Founder, Chief Operating Officer & Director at Focus Financial Partners, Inc.

Senior Principal at Stone Point Capital LLC

Senior Principal at Stone Point Capital LLC

Former Chief Accounting Officer at BlackRock, Inc.

Member, Private Equity at Kohlberg Kravis Roberts & Co. LP

Paths to Focus Financial Partners LLC
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Focus Financial Partners LLC
Recent Transactions
Details Hidden

Sentinel Benefits Group, Inc., Focus Financial Partners, Inc. purchase Alliance Benefit Group of Michigan, Inc.

Details Hidden

Resnick Investment Advisors LLC, Focus Financial Partners, Inc. purchase GYL Financial Synergies LLC from Focus Financial Partners LLC

Details Hidden

The Colony Group LLC, Focus Financial Partners LLC purchase Blue Water Advisors LLC

Transaction Advisors
Legal Advisor

Advised onStone Point Capital LLC, Kohlberg Kravis Roberts & Co. LP, Focus Financial Partners LLC /Private Group purchase Focus Financial Partners LLC from Summit Partners LP, Polaris Partners, Centerbridge Partners LP

Investment Advisor

Advised onStone Point Capital LLC, Kohlberg Kravis Roberts & Co. LP, Focus Financial Partners LLC /Private Group purchase Focus Financial Partners LLC from Summit Partners LP, Polaris Partners, Centerbridge Partners LP

Investment Advisor

Advised onStone Point Capital LLC, Kohlberg Kravis Roberts & Co. LP, Focus Financial Partners LLC /Private Group purchase Focus Financial Partners LLC from Summit Partners LP, Polaris Partners, Centerbridge Partners LP

Associate

Advised onStone Point Capital LLC, Kohlberg Kravis Roberts & Co. LP, Focus Financial Partners LLC /Private Group purchase Focus Financial Partners LLC from Summit Partners LP, Polaris Partners, Centerbridge Partners LP

Legal Advisor

Advised onStone Point Capital LLC, Kohlberg Kravis Roberts & Co. LP, Focus Financial Partners LLC /Private Group purchase Focus Financial Partners LLC from Summit Partners LP, Polaris Partners, Centerbridge Partners LP

Legal Advisor

Advised onStone Point Capital LLC, Kohlberg Kravis Roberts & Co. LP, Focus Financial Partners LLC /Private Group purchase Focus Financial Partners LLC from Summit Partners LP, Polaris Partners, Centerbridge Partners LP

Advisors & Consultants
Legal Advisor

Partner at Weil, Gotshal & Manges LLP

Legal Advisor

Senior Counsel at Linklaters LLP

Legal Advisor

Partner at Vinson & Elkins LLP

Suppliers
Envestnet, Inc. Engineering, Construction & Architecture | Chicago, IL

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the following segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software and services to empower financial advisors and institutions. The Envestnet Data & Analytics segment provides data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

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