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CRD 168794
SOUTHFIELD, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TIM AVIATION VIII, LLC | Other Private Fund | $398,248 | Sep 15, 2023 | 1 | Mar 20, 2020 | reported | 021-349253 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANDREWS, DOROTHY, ELIZABETH | Controller | Na | yes | 04/2019 | Mar 20, 2020 | Feb 2, 2024 |
| CD&R FERDINAND CO-INVESTOR, L.P. | Partner | C | yes | 08/2023 | Sep 15, 2023 | Feb 2, 2024 |
| CD&R FERDINAND HOLDINGS, L.P. | Partner | D | yes | 08/2023 | Sep 15, 2023 | Feb 2, 2024 |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | Partner | D | yes | 08/2023 | Sep 15, 2023 | Feb 2, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 15, 2023 | Feb 2, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Member | E | yes | 08/2023 | Sep 15, 2023 | Feb 2, 2024 |
| FERDINAND FFP PARENT, INC. | Member | E | yes | 08/2023 | Sep 15, 2023 | Feb 2, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Shareholder | E | yes | 08/2023 | Sep 15, 2023 | Feb 2, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER, CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 15, 2023 | Feb 2, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | Member | E | yes | 07/2018 | Aug 24, 2018 | Feb 2, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | Aug 29, 2013 | Feb 2, 2024 |
| FOCUS OPERATING, LLC | Member | E | yes | 08/2013 | Mar 20, 2015 | Feb 2, 2024 |
| OPPENHEIM, ERIC, CARL | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Na | yes | 03/2014 | Aug 29, 2013 | Feb 2, 2024 |
| RAN, MATTHEW, ADAM | CHIEF OPERATING OFFICER | Na | yes | 09/2020 | Apr 14, 2020 | Feb 2, 2024 |
| WOLBERG, LYLE, MATTHEW | CHIEF EXECUTIVE OFFICER AND PARTNER | Na | yes | 05/2021 | Jun 2, 2021 | Feb 2, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | n/a | Institutional manager | $12B | N | yes | n/a |
| CONNECTUS WEALTH, LLC | n/a | Former SEC adviser | $8.7B | N | yes | n/a |
| ANCORA ALTERNATIVES LLC | n/a | Asset manager | $1.1B | N | yes | n/a |
| TELEMUS DECORRELATION OPPORTUNITY GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| TELEMUS INSURANCE SERVICES, LLC | n/a | n/a | n/a | Y | no | n/a |
| TELEMUS LIFE SCIENCE REAL ESTATE FUND MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chicago | IL | United States | 10 | no |
| ANN ARBOR | Mi | United States | 5 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Mar 31, 2023 | $3.0B | $2.4B | 52 | 24 | 3 | 3 | $13.6M |
| 2021 | Mar 28, 2022 | $3.4B | $2.7B | 46 | 19 | 3 | 3 | $30.0M |
| 2020 | Mar 29, 2021 | $3.2B | $2.5B | 47 | 27 | 3 | 3 | $38.4M |
| 2019 | Mar 20, 2020 | $3.1B | $2.3B | 44 | 27 | 4 | 2 | $30.2M |
| 2018 | Mar 15, 2019 | $2.6B | $2.0B | 40 | 25 | 4 | 1 | $17.1M |
| 2017 | Mar 28, 2018 | $2.8B | $2.0B | 39 | 23 | 3 | 1 | $13.4M |
| 2016 | Mar 21, 2017 | $2.1B | $1.4B | 31 | 17 | n/a | 1 | $4.0M |
| 2015 | Mar 28, 2016 | $2.2B | $1.4B | 38 | 20 | n/a | n/a | n/a |
| 2014 | Mar 20, 2015 | $1.7B | $1.5B | 37 | 15 | n/a | n/a | n/a |
| 2013 | Feb 28, 2014 | $2.4B | $1.4B | 38 | 16 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $3.0B | $3.4B | -11.6% | $3.1B | -1.0% | 52 | 46 | 3 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| NORTHCOAST ASSET MANAGEMENT LLC | 4 | Mar 21, 2024 | Mar 18, 2024 | CHICAGO, IL | Team lift out | RIA to RIA | 18.2% |
| NORTHCOAST ASSET MANAGEMENT LLC | 16 | Mar 21, 2024 | Apr 9, 2024 | SOUTHFIELD, MI | Firm absorbed | RIA to RIA | 72.7% |
| STRATOS WEALTH ADVISORS LLC | 3 | Mar 2, 2017 | Feb 1, 2017 | SOUTHFIELD, MI | Team lift out | Other | 17.6% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BARRINGTON STRATEGIC WEALTH MANAGEMENT GROUP LLC | 3 | Nov 15, 2017 | Nov 16, 2017 | CHICAGO, IL | Firm absorbed | Other | 100.0% |