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CRD 152450
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STANLEY LAWRENCE ALTMARK | Certified Financial Planner | NEW YORK, NY | 13 | 16 | n/a | no |
| JOSHUA PELTZ | Certified Financial Planner | NEW YORK, NY | 5 | 16 | n/a | no |
| ROBERT EDWARD PAUL | Certified Financial Planner | NEW YORK, NY | 4 | 28 | n/a | no |
| MICHAEL ANTHONY BUCCINO | Certified Financial Planner | NEW YORK, NY | 4 | 16 | 2 | no |
| DAVID N PELTZ | Certified Financial Planner | NEW YORK, NY | 4 | 23 | n/a | no |
| Brian Cummins | Certified Financial Planner | NEW YORK, NY | 4 | 18 | n/a | no |
| Hannah Woolley | Certified Financial Planner | NEW YORK, NY | 4 | 17 | n/a | no |
| Ilan Asher Folman-Cohen | Certified Financial Planner | NEW YORK, NY | 4 | 11 | n/a | no |
| Zachary Charles McGill | Certified Financial Planner | NEW YORK, NY | 4 | 19 | n/a | no |
| Stephanie Hensen | n/a | NEW YORK, NY | 4 | 16 | n/a | no |
| JOEL SCOTT ISAACSON | n/a | NEW YORK, NY | 4 | 16 | n/a | no |
| Ross Joseph Natoli | Certified Financial Planner | NEW YORK, NY | 4 | 10 | n/a | no |
| Paige Mackenzie Rimer | Certified Financial Planner | NEW YORK, NY | 4 | 13 | 1 | no |
| Gustavo Adolfo Peguero | Certified Financial Planner | NEW YORK, NY | 2 | 13 | n/a | no |
| Mounia Mokdad | Certified Financial Planner | Wesley Chapel, FL | 0 | 22 | n/a | no |
| Alexander Steven Facini | Certified Financial Planner | NEW YORK, NY | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALTMARK, STANLEY, LAWRENCE | Partner | Na | yes | 11/2009 | Mar 16, 2026 | Mar 16, 2026 |
| FOCUS OPERATING, LLC | MEMBER (MANAGER) | E | yes | 11/2009 | Mar 16, 2026 | Mar 16, 2026 |
| ISAACSON, JOEL, SCOTT | CHAIRMAN & PARTNER | Na | yes | 02/2020 | Mar 16, 2026 | Mar 16, 2026 |
| PAUL, ROBERT, EDWARD | Partner | Na | yes | 03/2012 | Mar 16, 2026 | Mar 16, 2026 |
| PELTZ, DAVID, N | CHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICER | Na | yes | 02/2020 | Mar 16, 2026 | Mar 16, 2026 |
| STEIN, MARTIN | PARTNER; TAX DIRECTOR | Na | yes | 11/2009 | Mar 16, 2026 | Mar 16, 2026 |
| STEINMETZ, LEE | PARTNER; TAX DIRECTOR | Na | yes | 11/2009 | Mar 16, 2026 | Mar 16, 2026 |
| Tesoriero, Morgan, Elizabeth | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2025 | Mar 16, 2026 | Mar 16, 2026 |
| CD&R FERDINAND CO-INVESTOR, L.P. | Partner | C | yes | 08/2023 | Sep 25, 2023 | Nov 25, 2024 |
| CD&R FERDINAND HOLDINGS, L.P. | Partner | D | yes | 08/2023 | Sep 25, 2023 | Nov 25, 2024 |
| CLAYTON DUBILIER & RICE FUND XII, L.P. | Partner | D | yes | 08/2023 | Sep 26, 2023 | Nov 25, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 25, 2023 | Nov 25, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Member | E | yes | 08/2023 | Sep 25, 2023 | Nov 25, 2024 |
| FERDINAND FFP PARENT, INC. | Member | E | yes | 08/2023 | Sep 25, 2023 | Nov 25, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS LP | Shareholder | E | yes | 08/2023 | Sep 25, 2023 | Nov 25, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER, CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 25, 2023 | Nov 25, 2024 |
| FOCUS FINANCIAL PARTNERS, INC. | Member | E | yes | 07/2018 | Aug 23, 2018 | Nov 25, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | Mar 16, 2012 | Nov 25, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 16, 2026 | $9.3B | $7.4B | 52 | 20 | 0 | n/a | n/a |
| 2024 | Mar 25, 2025 | $8.0B | $5.6B | 52 | 20 | 0 | n/a | n/a |
| 2023 | Mar 18, 2024 | $6.9B | $4.3B | 50 | 21 | 0 | n/a | n/a |
| 2022 | Mar 21, 2023 | $5.9B | $3.5B | 49 | 20 | 0 | n/a | n/a |
| 2021 | Mar 18, 2022 | $6.8B | $3.8B | 50 | 19 | 0 | n/a | n/a |
| 2020 | Mar 12, 2021 | $5.5B | $3.0B | 47 | 18 | 0 | n/a | n/a |
| 2019 | Feb 24, 2020 | $4.8B | $2.7B | 45 | 18 | 0 | n/a | n/a |
| 2018 | Mar 1, 2019 | $4.1B | $2.3B | 44 | 17 | 1 | n/a | n/a |
| 2017 | Mar 21, 2018 | $3.9B | $2.1B | 44 | 17 | 1 | n/a | n/a |
| 2016 | Mar 17, 2017 | $3.3B | $1.9B | 42 | 17 | n/a | n/a | n/a |
| 2015 | Mar 7, 2016 | $2.9B | $1.7B | 41 | 17 | n/a | n/a | n/a |
| 2014 | Mar 9, 2015 | $2.9B | $1.7B | 40 | 17 | n/a | n/a | n/a |
| 2013 | Feb 6, 2014 | $2.5B | $1.4B | 33 | 15 | n/a | n/a | n/a |
| 2012 | Mar 14, 2013 | $2.1B | $1.1B | 28 | 14 | n/a | n/a | n/a |
| 2011 | Mar 16, 2012 | $1.7B | $767M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $9.3B | $8.0B | 16.0% | $5.9B | 16.4% | 52 | 52 | 0 | 0 |