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CRD 221519
MONTREAL, QUEBEC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| DORCHESTER OPPORTUNITY FUND | Other Private Fund | $11.7M | Nov 29, 2018 | 221 | Apr 30, 2015 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BARD, ROBERT, ELLIOTT | PRESIDENT, DIRECTOR | Na | yes | 04/2015 | Apr 30, 2015 | Mar 29, 2024 |
| CD&R FERDINAND CO-INVESTOR, L.P. | Partner | C | yes | 08/2023 | Sep 26, 2023 | Mar 29, 2024 |
| CD&R FERDINAND HOLDINGS, L.P. | Partner | D | yes | 08/2023 | Sep 26, 2023 | Mar 29, 2024 |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | Partner | D | yes | 08/2023 | Sep 26, 2023 | Mar 29, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 26, 2023 | Mar 29, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Member | E | yes | 08/2023 | Sep 26, 2023 | Mar 29, 2024 |
| FERDINAND FFP PARENT, INC. | Member | E | yes | 08/2023 | Sep 26, 2023 | Mar 29, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Shareholder | E | yes | 08/2023 | Sep 26, 2023 | Mar 29, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER, CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 26, 2023 | Mar 29, 2024 |
| FOCUS CANADA HOLDINGS, LLC | Shareholder | E | yes | 04/2015 | Apr 30, 2015 | Mar 29, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | MANAGING MEMBER | E | yes | 07/2018 | Aug 23, 2018 | Mar 29, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | Apr 30, 2015 | Mar 29, 2024 |
| FOCUS OPERATING, LLC | MANAGING MEMBER | E | yes | 04/2015 | Apr 30, 2015 | Mar 29, 2024 |
| GILL, ARTHUR, BRUCE | Director | Na | yes | 04/2015 | Apr 30, 2015 | Mar 29, 2024 |
| HOWARD, BRIAN, TREVOR | Director | Na | yes | 04/2015 | Apr 30, 2015 | Mar 29, 2024 |
| SHERIDAN, DAVID, VICTOR | Director | Na | yes | 04/2015 | Apr 30, 2015 | Mar 29, 2024 |
| WEHRLI, ISABELLA, HELENE | DIRECTOR, SECRETARY, CHIEF COMPLIANCE OFFICER | Na | yes | 04/2015 | Apr 30, 2015 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | n/a | Independent wealth | $5.0B | N | no | n/a |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | n/a | Independent wealth | $2.1B | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 27, 2024 | $1.3B | $1.3B | 12 | 11 | 0 | n/a | n/a |
| 2022 | Mar 23, 2023 | $1.1B | $1.1B | 11 | 10 | 0 | n/a | n/a |
| 2021 | Mar 26, 2022 | $1.1B | $1.1B | 11 | 10 | 0 | n/a | n/a |
| 2020 | Mar 22, 2021 | $864M | $864M | 11 | 11 | 0 | n/a | n/a |
| 2019 | Mar 20, 2020 | $864M | $864M | 13 | 13 | 1 | n/a | n/a |
| 2018 | Mar 18, 2019 | $739M | $739M | 12 | 12 | 1 | n/a | n/a |
| 2017 | Mar 23, 2018 | $788M | $788M | 9 | 9 | 0 | 1 | $11.7M |
| 2016 | Mar 21, 2017 | $711M | $711M | 9 | 9 | n/a | 1 | $11.8M |
| 2015 | Mar 17, 2016 | $596M | $596M | 9 | 9 | n/a | 1 | $11.2M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $1.3B | $1.1B | 15.7% | $864M | 14.9% | 12 | 11 | 0 | 0 |