| Owner | Title | From | %Ownership |
|---|---|---|---|
| Altmark, Stanley, Lawrence | Partner and Chief Compliance Officer | 11/2009 | < 5% |
| Isaacson, Joel, Scott | Chairman, Partner & Chief Investment Officer | 02/2020 | < 5% |
| Stein, Martin | Partner; Tax Director | 11/2009 | < 5% |
| Steinmetz, Lee | Partner; Tax Director | 11/2009 | < 5% |
| Focus Operating, LLC | Member (Manager) | 11/2009 | > 75% |
| Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
| Paul, Robert, Edward | Partner | 03/2012 | < 5% |
| Peltz, David, N | Chief Executive Officer & Partner | 02/2020 | < 5% |
| Focus Financial Partners, Inc. | Member | 07/2018 | > 75% |
