| Owner | Title | From | %Ownership |
|---|---|---|---|
| Focus Operating, LLC | Member (Manager) | 10/2011 | > 75% |
| Nathanson, Michael, Jeffrey | Chairman & CEO | 10/2011 | < 5% |
| Sadler, Stephen, Thomas | President of Colony Wealth Management and Senior Wealth Advisor | 10/2011 | < 5% |
| Bradley, Gina, Kulig | Chief Operating Officer | 10/2011 | < 5% |
| Katz, Brian, William | President of Colony Investment Management & Chief Investment Officer | 10/2011 | < 5% |
| Gratch, Vincent, Joseph | Chief Compliance Officer | 10/2011 | < 5% |
| Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
| Feeney, Terri, Ann | Chief Financial Officer | 01/2015 | < 5% |
| Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
| Sullivan, Karla, Anne | General Counsel | 03/2023 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| the Colony Group, LLC | $18.83 bn | |
| DCM Income Opportunity Partnership, L.P. | $50.53 mm | Hedge Fund |
| DCM Real Estate Partners VII, LLC | $12.00 mm | Real Estate Fund |
| TCG Balanced Fund, L.P. | $268.94 mm | Other Private Fund |
| TCG Diversifying Strategies Fund, L.P. | $61.25 mm | Other Private Fund |
| TCG International Opportunities Fund, L.P. | $29.72 mm | Other Private Fund |
| TCG Onshore Balanced Fund, L.P. | $213.10 mm | Other Private Fund |
| TCG Private Equity 2022, L.P. | $3.14 mm | Private Equity Fund |
