DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Focus Partners Wealth, LLC
St. Louis, MOOutsourced family office provideridentity confidence 90%Top 500 by research priorityfocuspartners.com
Why this class: Focus Partners Wealth is a national wealth management RIA whose own site offers family office services to wealthy families as one of many service lines..
Verified Sep 13, 2026 (4 days ago)
Last observed Sep 13, 2026 · 82 observations · 5 sources
8 people · 5 investments · 2644 public positions · 2019 events
Identity
90
high
Data depth
70
high
Freshness
100
high
Active deployment
0
low
Direct investing
70
high
External managers
0
low
Private markets
35
elevated
Sponsor-friendly
0
low
Real estate
20
moderate
Co-investment
0
low
Contactability
60
high
Mandate confidence
50
elevated
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 59% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- unknown
- Headquarters
- St. Louis, MO
- Office address
- 190 CARONDELET PLAZA, SUITE 600, St. Louis, MO, 63105
- Business phone
- (314) 725-0455
- Website
- focuspartners.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $90B. Regulatory AUM $182B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $182B as of Apr 30, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Dec 7, 2011 · 1,915 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 30825 ($14B); Corporations: 456 ($3.2B); Pension plans: 535 ($9.3B); State municipal: 42 ($3.6B); Insurance companies: 2 ($8.0M); Investment companies: 4 ($1.5B); Charitable organizations: 388 ($4.5B); Other investment advisers: 12 ($699M); High net worth individuals: 30177 ($143B); Pooled investment vehicles: 25 ($3.0B)Fact
- Private funds advised
- 26 (PE 4, VC 1, hedge 7, real estate 1), gross assets $3.0BFact
- Form 13F
- $90B across 2,644 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
- Elsewhere in DFX
- Independent Sponsor Intelligence (shared crd)
Classification history
- Sep 13, 2026Outsourced family office provider 90%Focus Partners Wealth is a national wealth management RIA whose own site offers family office services to wealthy families as one of many service lines.Factverifiedfocuspartners.com“comprehensive family office services are designed to address the intricacies associated with significant, multigenerational wealth”
- Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('tax prep. srvcs, dispute resolution srvcs, family office srv')Inference
Family and wealth origin
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Joel Davidson Hirsh | Chief Investment Officer | Chief investment officer · investment decisions | none on record | reports.adviserinfo.sec.gov Fact |
| Adam Lawrence Birenbaum | Chief Executive Officer | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Dhruv Gupta | Chief Financial Officer | Operations and finance | none on record | reports.adviserinfo.sec.gov Fact |
| Gina Kulig Bradley | Chief Administrative Officer Officer General Counsel | Operations and finance | none on record | reports.adviserinfo.sec.gov Fact |
| John C. Stelley | Chief Compliance Officer | Operations and finance | none on record | reports.adviserinfo.sec.gov Fact |
| Justin Christopher Ferri | Chief Operating Officer | Operations and finance | none on record | reports.adviserinfo.sec.gov Fact |
| Vincent Gratch | Deputy Chief Compliance Officer | Operations and finance | phone: 617-723-8200 (published by the subject, Nov 14, 2025) | sec.gov Fact |
| Vincent J. Gratch | Deputy Chief Compliance Officer | Operations and finance | phone: 617-723-8200 (published by the subject, May 15, 2026) | sec.gov Fact |
Office contact points
Office address: 190 CARONDELET PLAZA, SUITE 600, St. Louis, MO, 63105 (published by the subject) adviserinfo.sec.gov
Office address: ONE BOSTON PLACE, 11TH FLOOR, 201 WASHINGTON STREET, Boston, MA, 02108 (published by the subject) sec.gov
Office address: 190 CARONDELET PLAZA, SUITE 600, St Louis, MO, 63105 (published by the subject) sec.gov
Investment mandate
inferred only: private equity funds advised 4.0, venture funds advised 1.0, real estate funds advised 1.0
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $90B Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Venture funds advised
- 1 InferenceForm ADV Item 7.B
- Real estate funds advised
- 1 InferenceForm ADV Item 7.B
- Private equity funds advised
- 4 InferenceForm ADV Item 7.B
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))
Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| TCG BALANCED FUND, L.P. | Other Private Fund | $265M Nov 25, 2024 | 1% | Mar 31, 2022 to now | 021-114716 |
| TCG ONSHORE BALANCED FUND, L.P. | Other Private Fund | $220M Nov 25, 2024 | 20% | Mar 31, 2022 to now | |
| TCG DIVERSIFYING STRATEGIES FUND, L.P. | Other Private Fund | $65.5M Nov 25, 2024 | 22% | Mar 31, 2022 to now | 021-357108 |
| TCG INCOME OPPORTUNITY PARTNERSHIP, L.P. | Hedge Fund | $52.5M Nov 25, 2024 | 6% | Nov 4, 2022 to now | |
| TOPRIDGE CAPITAL PARTNERS (AI, L.P. | Private Equity Fund | $34.5M Nov 25, 2024 | 1% | Jul 10, 2024 to now | 021-37480301 |
| TCG INTERNATIONAL OPPORTUNITIES FUND, L.P. | Other Private Fund | $32.6M Nov 25, 2024 | 25% | Mar 31, 2022 to now | 021-27440 |
| GC OPPORTUNITIES 2 PRIVATE FUND, LP | Private Equity Fund | $27.7M Nov 25, 2024 | 1% | Aug 14, 2024 to now | 021-315000 |
| TRAILHEAD GROWTH, LP | Private Equity Fund | $20.4M Nov 25, 2024 | 0% | Aug 14, 2024 to now | 021-426591 |
| TRAILHEAD OPTIONS INCOME LP | Hedge Fund | $19.2M Nov 25, 2024 | 1% | Aug 14, 2024 to now | 021-465817 |
| TRAILHEAD INCOME, LP | Private Equity Fund | $16.7M Nov 25, 2024 | 0% | Aug 14, 2024 to now | 021-442982 |
| GC FINTECH FUND LP | Private Equity Fund | $13.4M Nov 25, 2024 | 3% | Aug 14, 2024 to now | 021-3893355 |
| TCG REAL ESTATE PARTNERS VII, LLC | Real Estate Fund | $10.0M Nov 25, 2024 | 7% | Nov 4, 2022 to now | |
| TCG PRIVATE EQUITY 2022, L.P. | Private Equity Fund | $8.0M Nov 25, 2024 | 5% | Nov 4, 2022 to now | |
| TCG PRIVATE CREDIT 2024, L.P. | Private Equity Fund | $1.9M Nov 25, 2024 | 1% | Jun 7, 2024 to now | |
| TCG PRIVATE CREDIT 2024 (OFFSHORE), L.P. | Private Equity Fund | $0 Nov 25, 2024 | 0% | Sep 10, 2024 to now | |
| GC LONG/SHORT LP | Other Private Fund | $0 Nov 25, 2024 | 0% | Sep 10, 2024 to now | |
| COLONY MULTI-STRATEGY FUND, L.P. · no longer reported | Hedge Fund | $764,033 Feb 18, 2021 | 4% | Nov 9, 2011 to Mar 31, 2021 | 021-165455 |
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Stakes the office filed (Schedule 13D, 13G, Section 16)
From EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.
| First filed | Issuer | Filed as | Filings |
|---|---|---|---|
| May 12, 2026 | TCW STRATEGIC INCOME FUND INC | Schedule 13G (passive) | 1x SCHEDULE 13G, 1x SCHEDULE 13G/A on TCW STRATEGIC INCOME FUND INC (TSI) between 2026-05-12 and 2026-09-08 sec.gov |
| Feb 13, 2026 | Saba Capital Income & Opportunities Fund | Schedule 13G (passive) | 1x SCHEDULE 13G on Saba Capital Income & Opportunities Fund (BRW) between 2026-02-13 and 2026-02-13 sec.gov |
| Feb 13, 2026 | GDL FUND | Schedule 13G (passive) | 1x SCHEDULE 13G, 1x SCHEDULE 13G/A on GDL FUND (GDL) between 2026-02-13 and 2026-06-08 sec.gov |
| Feb 13, 2026 | DTF TAX-FREE INCOME 2028 TERM FUND INC | Schedule 13G (passive) | 1x SCHEDULE 13G on DTF TAX-FREE INCOME 2028 TERM FUND INC (DTF) between 2026-02-13 and 2026-02-13 sec.gov |
| Jan 8, 2026 | SPECIAL OPPORTUNITIES FUND, INC. | Schedule 13G (passive) | 2x SCHEDULE 13G, 2x SCHEDULE 13G/A on SPECIAL OPPORTUNITIES FUND, INC. (SPE, SPE-PC) between 2026-01-08 and 2026-08-07 sec.gov |
Form 13F holdings
Top 40 positions of 2,644 for the quarter ended Mar 31, 2026; $39B shown of $90B reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| APPLE INC | COM | $2.5B | 10,037,788 | 2.8% |
| NVIDIA CORPORATION | COM | $2.1B | 12,109,163 | 2.4% |
| MICROSOFT CORP | COM | $2.0B | 5,318,401 | 2.2% |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.7B | 12,980,953 | 1.9% |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.7B | 42,584,120 | 1.8% |
| AMAZON COM INC | COM | $1.6B | 7,682,440 | 1.8% |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.6B | 2,671,958 | 1.8% |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.5B | 2,429,375 | 1.6% |
| ISHARES TR | CORE S&P500 ETF | $1.4B | 2,203,708 | 1.6% |
| ALPHABET INC | CAP STK CL A | $1.4B | 4,808,478 | 1.5% |
| ALPHABET INC | CAP STK CL C | $1.2B | 4,149,639 | 1.3% |
| VALUED ADVISERS TR | KOVITZ CORE EQT | $1.1B | 44,567,709 | 1.3% |
| BROADCOM INC | COM | $998M | 3,215,540 | 1.1% |
| ISHARES TR | CORE S&P TTL STK | $954M | 6,686,069 | 1.1% |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $945M | 37,257,857 | 1.1% |
| JPMORGAN CHASE & CO | COM | $915M | 3,107,487 | 1.0% |
| VANGUARD INDEX FDS | TOTAL STK MKT | $881M | 2,745,961 | 1.0% |
| VANGUARD INDEX FDS | VALUE ETF | $840M | 4,283,154 | 0.9% |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $824M | 13,838,011 | 0.9% |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $822M | 13,144,184 | 0.9% |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $766M | 20,387,647 | 0.9% |
| AMERICAN CENTY ETF TR | US SML CP VALU | $737M | 6,665,990 | 0.8% |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $715M | 13,542,022 | 0.8% |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $712M | 14,695,031 | 0.8% |
| ISHARES TR | RUS 1000 ETF | $689M | 1,932,956 | 0.8% |
| META PLATFORMS INC | CL A | $689M | 1,198,867 | 0.8% |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $664M | 9,340,123 | 0.7% |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $636M | 1,326,656 | 0.7% |
| ISHARES TR | CORE MSCI TOTAL | $606M | 6,997,022 | 0.7% |
| VISA INC | COM CL A | $587M | 1,940,415 | 0.7% |
| ISHARES TR | RUS 1000 GRW ETF | $571M | 1,341,813 | 0.6% |
| THERMO FISHER SCIENTIFIC INC | COM | $561M | 1,140,952 | 0.6% |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $549M | 13,913,450 | 0.6% |
| ADVANCED MICRO DEVICES INC | COM | $545M | 2,678,423 | 0.6% |
| LAM RESEARCH CORP | COM NEW | $542M | 2,525,689 | 0.6% |
| SELECT SECTOR SPDR TR | STATE STREET COM | $539M | 4,858,161 | 0.6% |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $531M | 8,287,534 | 0.6% |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $509M | 15,524,503 | 0.6% |
| EXXON MOBIL CORP | COM | $503M | 2,968,005 | 0.6% |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $472M | 9,346,524 | 0.5% |
Changes between the last two quarters
- Mar 31, 2026 Focus Partners Wealth exited Microsoft Corp (was $5,078,010, 10,500 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Jpmorgan Chase & Co. (was $9,666,600, 30,000 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Ishares Inc (was $3,362,941, 83,303 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Invesco Exch Trd Slf Idx Fd (was $3,955,898, 169,490 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Invesco Exchange Traded Fd T (was $2,162,863, 37,925 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Invesco Exchange Traded Fd T (was $6,816,346, 214,014 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Immunic Inc (was $2,291,863, 2,622,462 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Exact Sciences Corp (was $3,721,030, 3,585,000 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Exact Sciences Corp (was $3,535,353, 37,116 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Comerica Inc (was $10,773,494, 123,907 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Coastal Finl Corp Wa (was $2,732,055, 23,842 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Civitas Resources Inc (was $3,448,119, 127,283 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Dayforce Inc (was $6,087,744, 88,024 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Astrazeneca Plc (was $11,645,788, 127,902 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Apple Inc (was $7,965,498, 29,300 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth exited Alphabet Inc (was $8,817,780, 28,100 shares) sec.gov
- Mar 31, 2026 Focus Partners Wealth reduced Ishares Silver Tr 744,124 -> 230,600 shares ($47,936,480 -> $15,713,142) sec.gov
- Mar 31, 2026 Focus Partners Wealth reduced Ishares Tr 149,709 -> 28,626 shares ($6,418,000 -> $1,211,172) sec.gov
- Mar 31, 2026 Focus Partners Wealth reduced Applovin Corp 67,860 -> 46,048 shares ($45,726,324 -> $18,377,276) sec.gov
- Mar 31, 2026 Focus Partners Wealth reduced Bellring Brands Inc 107,163 -> 27,233 shares ($2,864,468 -> $438,179) sec.gov
- Mar 31, 2026 Focus Partners Wealth reduced Berkley W R Corp 72,260 -> 40,837 shares ($5,136,393 -> $2,706,666) sec.gov
- Mar 31, 2026 Focus Partners Wealth reduced Ftai Aviation Ltd 42,323 -> 28,641 shares ($7,201,024 -> $5,998,451) sec.gov
- Mar 31, 2026 Focus Partners Wealth reduced BJS Whsl Club Hldgs Inc 517,731 -> 339,071 shares ($47,256,450 -> $51,983,695) sec.gov
- Mar 31, 2026 Focus Partners Wealth reduced Goldman Sachs Etf Tr 675,685 -> 131,750 shares ($34,243,627 -> $55,935,977) sec.gov
- Mar 31, 2026 Focus Partners Wealth reduced Boston Scientific Corp 583,245 -> 411,492 shares ($55,613,628 -> $25,864,479) sec.gov
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor. This office is also on the sponsor graph; see Elsewhere in DFX above.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 23 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedFocus Partners Wealth, LLC: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Focus Partners Wealth is a national wealth management RIA whose own site offers family office services to wealthy families as one of many service lines.)ClassificationFactfocuspartners.com
- Jul 10, 2024Private fund first reportedFocus Partners Wealth, LLC first reported TOPRIDGE CAPITAL PARTNERS (AI, L.P. on Form ADV at $34.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Aug 14, 2024Private fund first reportedFocus Partners Wealth, LLC first reported GC OPPORTUNITIES 2 PRIVATE FUND, LP on Form ADV at $27.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Aug 14, 2024Private fund first reportedFocus Partners Wealth, LLC first reported TRAILHEAD GROWTH, LP on Form ADV at $20.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Aug 14, 2024Private fund first reportedFocus Partners Wealth, LLC first reported TRAILHEAD OPTIONS INCOME LP on Form ADV at $19.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Aug 14, 2024Private fund first reportedFocus Partners Wealth, LLC first reported TRAILHEAD INCOME, LP on Form ADV at $16.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Aug 14, 2024Private fund first reportedFocus Partners Wealth, LLC first reported GC FINTECH FUND LP on Form ADV at $13.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Sep 11, 2026Office discoveredFocus Partners Wealth, LLC found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
- Jun 7, 2024Private fund first reportedFocus Partners Wealth, LLC first reported TCG PRIVATE CREDIT 2024, L.P. on Form ADV at $1.9M gross asset valueVehiclesFactadviserinfo.sec.gov
- Sep 10, 2024Private fund first reportedFocus Partners Wealth, LLC first reported GC LONG/SHORT LP on Form ADV at $0.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Sep 10, 2024Private fund first reportedFocus Partners Wealth, LLC first reported TCG PRIVATE CREDIT 2024 (OFFSHORE), L.P. on Form ADV at $0.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 31, 2022Private fund first reportedFocus Partners Wealth, LLC first reported TCG BALANCED FUND, L.P. on Form ADV at $333.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 31, 2022Private fund first reportedFocus Partners Wealth, LLC first reported TCG ONSHORE BALANCED FUND, L.P. on Form ADV at $269.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 31, 2022Private fund first reportedFocus Partners Wealth, LLC first reported TCG DIVERSIFYING STRATEGIES FUND, L.P. on Form ADV at $67.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Nov 4, 2022Private fund first reportedFocus Partners Wealth, LLC first reported TCG INCOME OPPORTUNITY PARTNERSHIP, L.P. on Form ADV at $50.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 31, 2022Private fund first reportedFocus Partners Wealth, LLC first reported TCG INTERNATIONAL OPPORTUNITIES FUND, L.P. on Form ADV at $38.9M gross asset valueVehiclesFactadviserinfo.sec.gov
- Nov 9, 2011Private fund first reportedFocus Partners Wealth, LLC first reported COLONY MULTI-STRATEGY FUND, L.P. on Form ADV at $23.1M gross asset valueVehiclesFactadviserinfo.sec.gov
- Nov 4, 2022Private fund first reportedFocus Partners Wealth, LLC first reported TCG REAL ESTATE PARTNERS VII, LLC on Form ADV at $12.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Nov 4, 2022Private fund first reportedFocus Partners Wealth, LLC first reported TCG PRIVATE EQUITY 2022, L.P. on Form ADV at $0.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 31, 2021Private fund no longer reportedCOLONY MULTI-STRATEGY FUND, L.P. no longer reported on Focus Partners Wealth, LLC's Form ADV from 2021-03-31 (last gross asset value $0.8M on 2021-02-18)VehiclesFactadviserinfo.sec.gov
- Apr 2, 2018Fund gross assets downCOLONY MULTI-STRATEGY FUND, L.P.: gross asset value $49.1M to $13.6M between the 2017-08-03 and 2018-04-02 filings (-72%)VehiclesFactadviserinfo.sec.gov
- Mar 31, 2015Fund gross assets upCOLONY MULTI-STRATEGY FUND, L.P.: gross asset value $29.5M to $55.3M between the 2015-03-02 and 2015-03-31 filings (+87%)VehiclesFactadviserinfo.sec.gov
- Mar 31, 2019Fund gross assets downCOLONY MULTI-STRATEGY FUND, L.P.: gross asset value $13.6M to $0.9M between the 2018-12-14 and 2019-03-31 filings (-94%)VehiclesFactadviserinfo.sec.gov
Sources and evidence
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 82 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (3 days)
Contactability
+30 named decision-makers (Adam Lawrence Birenbaum (Chief Executive Officer); Joel Davidson Hirsh (Chief Investment Officer))
+20 verified business phones (3)
+10 office address
Data confidence
+10 website
+10 people
+15 investments
+5 public holdings
+10 regulatory record
+20 independent sources (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (5 sources)
+30 analyst-verified
Research priority
+26 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($181,862,000,000)
+15 direct investments on record
+10 Form D vehicles linked
+5 on another DFX graph
+0 rank (7)
Mandate confidence
+50 mandate supported by observed investments
Identity confidence
+90 classification (OUTSOURCED_FAMILY_OFFICE (Focus Partners Wealth is a national wealth management RIA whose own site offers family office services to wealthy families as one of many service lines.))
Real estate propensity
+20 Form ADV real estate funds
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
+15 Form ADV pe fund count (4.0)
+10 Form ADV vc fund count (1.0)
+10 Form ADV re fund count (1.0)
Current activity confidence
+25 filed a 13F for a recent quarter (the entity operates; not deployment)
+25 a source-dated fact within 12 months (6 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 observed direct investments (5 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | services_description | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-04-30 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | Atlas Private Wealth Management | The Colony Group, LLC | The Colony Group of Missouri, LLC | The Colony Group of Florida, LLC | Neirg Wealth Management | Mid-Continent Capital | Interocean Capital Group | Hunt Valley Wealth | Hoylecohen | GYL Financial Synergies | GW & Wade at the Colony Group | GW & Wade | Gratus Capital | Focus Partners Wealth, LLC | D. K. Brede Investment Management Company, a Focus Partners Wealth Company | D. K. Brede Investment Management Company | Connectus Private | Colony Wealth Management, a Division of the Colony Group, LLC | Colony Investment Management, a Division of the Colony Group, LLC | Churchill Management Group | Buckingham Strategic Wealth | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS. | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 18 | Nov 25, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $850M | Nov 25, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Nov 25, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_investment_companies,portfolio_management_pooled_vehicles,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers,publication_of_periodicals,educational_seminars,other | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2011-12-07 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Assets over $1bn (Form ADV 1.O) | Y | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1,032 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | (314) 725-0455 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 30,177 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":30825,"raum_usd":13521000000,"fewer_than_5":false},"corporations":{"clients":456,"raum_usd":3231000000,"fewer_than_5":false},"pension_ | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Employees | 1,915 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Filing address | 190 CARONDELET PLAZA, SUITE 600, St Louis, MO, 63105 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 190 CARONDELET PLAZA, SUITE 600, St Louis, MO, 63105 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 190 CARONDELET PLAZA, SUITE 600, St Louis, MO, 63105 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 190 CARONDELET PLAZA, SUITE 600, St Louis, MO, 63105 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ONE BOSTON PLACE, 11TH FLOOR, 201 WASHINGTON STREET, Boston, MA, 02108 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ONE BOSTON PLACE, 11TH FLOOR, 201 WASHINGTON STREET, Boston, MA, 02108 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 2,644 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 2,645 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 2,200 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 2,028 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1,898 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1,880 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $90B | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $88B | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $62B | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $46B | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $40B | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $39B | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Hedge funds | 7 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | St. Louis, MO | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | St Louis, MO | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | St Louis, MO | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | St Louis, MO | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | St Louis, MO | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Boston, MA | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Boston, MA | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Independent Sponsor Intelligence entity | Focus Partners Wealth, LLC (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | Focus Partners Wealth, LLC (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | Focus Partners Wealth, LLC (capital_provider) | Sep 11, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Legal form | Limited Liability Company | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | 190 CARONDELET PLAZA, SUITE 600, St. Louis, MO, 63105 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | outsourced_family_office “comprehensive family office services are designed to address the intricacies associated with significant, multigenerational wealth” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) focuspartners.com | Fact |
| Private equity funds | 4 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds advised | 26 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $3.0B | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | TCW STRATEGIC INCOME FUND INC | May 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | DTF TAX-FREE INCOME 2028 TERM FUND INC | Feb 13, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | GDL FUND | Feb 13, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | Saba Capital Income & Opportunities Fund | Feb 13, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | SPECIAL OPPORTUNITIES FUND, INC. (SPE, SPE-PC) | Jan 8, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Accounts (Form ADV) | 220,585 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $143B | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $182B | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Real estate funds | 1 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 7 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Venture funds | 1 | Apr 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website | focuspartners.com “office website focuspartners.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) focuspartners.com | Fact |