Focus Financial Partners Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2004

Year Founded

  • Professionals
  • 6

Professionals

Focus Financial Partners General Information

Description

Focus Financial Partners is a wealth management firm based in New York City, New York. Established in 2004, the firm builds and manages a network of independently operated wealth and business management firms. It provides these partner firms with access to capital, operational support, and strategic resources to help them grow, improve client service, and plan for long-term transitions. The assets are managed by the executive team.

Contact Information

Website
corporate.focuspartners.com
Year Founded
2004
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Managing Director and Head of Legal, Strategic Transactions
Email
ak
Phone
+1 (646)
Corporate Office
  • 1325 Avenue of the Americas
  • 11th Floor
  • New York, NY 10019
  • United States
+1 (646)

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Focus Financial Partners Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Focus Financial Partners Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Focus Financial Partners Affiliates

Subsidiaries (67)

Name Industry Location Year Founded
Trinitypoint Wealth Holdings New York, NY 2019
Kre Manager New York, NY 2019
Pam Fiduciary Services New York, NY 2019
Loc Investment Advisers New York, NY 2019
One Charles Group Insurance Services New York, NY 2019
You’re viewing 5 of 67 affiliates. Get the full list.  »

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