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CRD 281385
PITTSBURGH, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLEHAR, MICHAEL, NMN | MANAGING DIRECTOR AND CHIEF GROWTH OFFICER | Na | yes | 08/2015 | Aug 26, 2015 | Aug 30, 2024 |
| BOVARD, THEODORE, MAYLON | MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER | Na | yes | 08/2015 | Aug 26, 2015 | Aug 30, 2024 |
| CD&R FERDINAND CO-INVESTOR LP | Partner | C | yes | 08/2023 | Sep 15, 2023 | Aug 30, 2024 |
| CD&R FERDINAND HOLDINGS LP | Partner | D | yes | 08/2023 | Sep 15, 2023 | Aug 30, 2024 |
| CLAYTON DUBILIER & RICE FUND XII LP | Partner | D | yes | 08/2023 | Sep 15, 2023 | Aug 30, 2024 |
| DOUDS, JOHN, TODD | MANAGING DIRECTOR AND CHIEF OPERATING OFFICER | Na | yes | 08/2015 | Mar 27, 2017 | Aug 30, 2024 |
| EYE, DANIEL, T. | CHIEF INVESTMENT OFFICER | Na | yes | 01/2021 | Mar 30, 2023 | Aug 30, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 15, 2023 | Aug 30, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS LLC | Member | E | yes | 08/2023 | Sep 15, 2023 | Aug 30, 2024 |
| FERDINAND FFP PARENT INC. | Member | E | yes | 08/2023 | Sep 15, 2023 | Aug 30, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS LP | SHAREHOLDER, CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 15, 2023 | Aug 30, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS LP | Shareholder | E | yes | 08/2023 | Sep 15, 2023 | Aug 30, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | Member | E | yes | 07/2018 | Aug 24, 2018 | Aug 30, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | Aug 26, 2015 | Aug 30, 2024 |
| FOCUS OPERATING, LLC | MEMBER/MANAGER | E | yes | 10/2015 | Dec 22, 2015 | Aug 30, 2024 |
| SOMMARIVA, JAY, AL | MANAGING DIRECTOR AND CHIEF OF ASSET MANAGEMENT | Na | yes | 01/2018 | Jul 1, 2022 | Aug 30, 2024 |
| GICONI, MARY, JEAN | CHIEF COMPLIANCE OFFICER | Na | no | 03/2018 | Mar 28, 2018 | Aug 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | n/a | Institutional manager | $12B | N | no | n/a |
| FOCUS RISK SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Harrisburg | Pa | United States | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 26, 2024 | $5.2B | $5.1B | 74 | 47 | 1 | n/a | n/a |
| 2022 | Mar 30, 2023 | $4.3B | $4.3B | 69 | 44 | 1 | n/a | n/a |
| 2021 | Mar 29, 2022 | $5.0B | $5.0B | 65 | 43 | 1 | n/a | n/a |
| 2020 | Mar 29, 2021 | $4.1B | $4.1B | 64 | 46 | 1 | n/a | n/a |
| 2019 | Mar 27, 2020 | $3.5B | $3.5B | 50 | 23 | 1 | n/a | n/a |
| 2018 | Mar 29, 2019 | $2.5B | $2.5B | 38 | 19 | 1 | n/a | n/a |
| 2017 | Mar 28, 2018 | $2.5B | $2.5B | 36 | 19 | 1 | n/a | n/a |
| 2016 | Mar 27, 2017 | $2.1B | $2.1B | 31 | 15 | n/a | n/a | n/a |
| 2015 | Mar 14, 2016 | $1.9B | $1.8B | 30 | 14 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $5.2B | $4.3B | 19.8% | $4.1B | 8.3% | 74 | 69 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ROOF ADVISORY GROUP, INC. | 4 | Oct 30, 2019 | Oct 1, 2019 | HARRISBURG, PA | Firm absorbed | RIA to RIA | 100.0% |
| FORT PITT CAPITAL GROUP INC | 8 | Dec 31, 2015 | Sep 28, 2015 | PITTSBURGH, PA | Firm absorbed | Other | 100.0% |