DFX Intelligence
This manager's name
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Private markets manager
Manager
No date on record · this record
No date on record · this record
Public LPs on the tape
2
distinct allocators disclosing a fund
Commitment rows
3
0 dated closings
Disclosed commitments
Not disclosed
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
0
Schedule C investment manager rows
Who backs this manager
2 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| ST George Corporation | 2 | 0 | Private credit | Dec 31, 2024 | Dec 31, 2024 | |
| Gates Foundation Trust | 1 | 0 | Private equity | Dec 31, 2024 | Dec 31, 2024 |
Funds on the tape
3 vehicles
- FOCUS FINANCIAL PARTNERS LLC TERM LOAN B-8 SENIOR SECURED 09-11-20311 row
- FOCUS FINANCIAL PARTNERS LLC DELAYED DRAW TERM LOAN SENIOR SECURED TL 09-11-1 row
- FOCUS FINANCIAL PARTNERS LLC1 row
Commitment rows
3 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ST George Corporation | FOCUS FINANCIAL PARTNERS LLC TERM LOAN B-8 SENIOR SECURED 09-11-2031 | Private credit | $273,172 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | ST George Corporation | FOCUS FINANCIAL PARTNERS LLC DELAYED DRAW TERM LOAN SENIOR SECURED TL 09-11- | Private credit | $29,339 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | Gates Foundation Trust | FOCUS FINANCIAL PARTNERS LLC | Private equity | $1.7M held | Disclosed holding | apps.irs.gov |
What changed
No dated events.
Across the graphs
This record is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.