| Owner | Title | From | %Ownership |
|---|---|---|---|
| Focus Operating, LLC | Member (Manager) | 12/2012 | > 75% |
| Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
| Burger, Jeremy, Andrew | CEO | 01/2017 | < 5% |
| Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
| de Grys, Kristi, Heather | Chief Operating and Investment Officer & Chief Compliance Officer | 03/2019 | < 5% |
| Bartlett, Tyler, Davidson | Director of Advisory Services | 03/2019 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Merriman | $3.69 bn | |
| Leveraged Global Opportunity Fund, L.P. | $100.37 mm | Hedge Fund |
