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CRD 173627
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|---|
| TRAILHEAD INCOME, LP | Private Equity Fund | $51.8M | May 31, 2024 | 99 | Oct 21, 2020 | reported | 021-367274 |
| GC OPPORTUNITIES 2 PRIVATE FUND, LP | Private Equity Fund | $27.7M | May 31, 2024 | 77 | Aug 24, 2018 | reported | 021-315000 |
| TRAILHEAD GROWTH, LP | Private Equity Fund | $20.4M | May 31, 2024 | 62 | Jan 6, 2022 | reported | 021-426591 |
| TRAILHEAD OPTIONS INCOME LP | Hedge Fund | $19.2M | May 31, 2024 | 50 | Mar 30, 2023 | reported | 021-465817 |
| TRAILHEAD INCOME QP, LP | Private Equity Fund | $16.7M | May 31, 2024 | 35 | May 5, 2022 | reported | 021-442982 |
| GC OPPORTUNITIES I PRIVATE FUND, LP | Private Equity Fund | $13.4M | May 31, 2024 | 51 | Feb 1, 2017 | reported | 021-279688 |
| GC FINTECH FUND LP | Private Equity Fund | $11.0M | May 31, 2024 | 33 | Mar 25, 2021 | reported | 021-389335 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Campbell, Neil, David | President | Na | yes | 02/2020 | Mar 28, 2020 | May 31, 2024 |
| CD&R FERDINAND CO-INVESTOR, L.P. | Partner | C | yes | 08/2023 | Sep 29, 2023 | May 31, 2024 |
| CD&R FERDINAND HOLDINGS, L.P | Partner | D | yes | 08/2023 | Sep 29, 2023 | May 31, 2024 |
| Chastain, Adrian, Evon | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | Na | yes | 02/2023 | Sep 26, 2022 | May 31, 2024 |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | Partner | D | yes | 08/2023 | Sep 29, 2023 | May 31, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 29, 2023 | May 31, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Member | E | yes | 08/2023 | Sep 29, 2023 | May 31, 2024 |
| FERDINAND FFP PARENT, INC. | Member | E | yes | 08/2023 | Sep 29, 2023 | May 31, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER, CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 29, 2023 | May 31, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Shareholder | E | yes | 08/2023 | Sep 29, 2023 | May 31, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | MANAGING MEMBER | E | yes | 07/2018 | Aug 24, 2018 | May 31, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | Oct 30, 2014 | May 31, 2024 |
| FOCUS OPERATING, LLC | MEMBER (MANAGER) | E | yes | 10/2014 | Oct 30, 2014 | May 31, 2024 |
| JONES, TODD, STEPHENSON | CHIEF INVESTMENT OFFICER | Na | yes | 11/2020 | Mar 27, 2015 | May 31, 2024 |
| MCLARTY, HENRY, ALEXANDER | MANAGING DIRECTOR | Na | yes | 10/2014 | Oct 30, 2014 | May 31, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FOCUS RISK SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| RUTHERFORD CONSULTING GROUP, LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SAN JUAN CAPISTRANO | CA | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 29, 2024 | $2.7B | $2.7B | 50 | 26 | 4 | 7 | $160M |
| 2022 | Mar 30, 2023 | $2.1B | $2.0B | 50 | 25 | 4 | 7 | $160M |
| 2021 | Mar 18, 2022 | $3.5B | $2.4B | 40 | 19 | 4 | 5 | $104M |
| 2020 | Mar 25, 2021 | $2.4B | $1.8B | 33 | 16 | 0 | 4 | $71.7M |
| 2019 | Mar 28, 2020 | $1.9B | $1.6B | 27 | 15 | 0 | 2 | $48.9M |
| 2018 | Mar 28, 2019 | $1.7B | $1.5B | 28 | 16 | 0 | 2 | $40.2M |
| 2017 | Mar 30, 2018 | $1.6B | $1.3B | 19 | 11 | 0 | 1 | $20.5M |
| 2016 | Feb 1, 2017 | $1.3B | $1.1B | 16 | 10 | n/a | 1 | $14.8M |
| 2015 | Mar 24, 2016 | $802M | $717M | 12 | 7 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $804M | $726M | 9 | 5 | 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 | $2.7B | $2.1B | 30.5% | $2.4B | 4.4% | 50 | 50 | 4 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 21 | Dec 2, 2024 | Oct 11, 2024 | ATLANTA, GA | Firm absorbed | RIA to RIA | 91.3% |