Focus Financial Partners (FOCS)

ABG Acquisition, LLC • Acorn Insurance Agency, Inc. • Adero Partners, LLC • Alley Investment Management Company, LLC • Alpha Advice Australia Pty Ltd • Alpha Asset Management Pty Ltd • Altman Greenfield & Selvaggi Partners, LLC • Ancora Advisors LLC • Ancora Alternatives LLC • Ancora Family Wealth Advisors, LLC ...

IRS number

474780811

SEC advisor number

801-71117

FINRA CRD number

116140

AUM ?

$4.46 bn (as of 29 Sep 23)

Accounts

24,479 (as of 29 Sep 23)

Employees

194 (194 investment advisory or research)

Address

Focus Financial Partners
875 THIRD AVENUE
28TH FLOOR
NEW YORK
NY 10022

Phone

(646)519-2456

Brochures

Focus Financial Disclosure Brochure (28 Mar 23)

FOCS stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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15-12G

Securities registration termination

11 Sep 23

POSASR

Automatic shelf registration (post-effective amendment)

31 Aug 23

S-8 POS

Registration of securities for employees (post-effective amendment)

31 Aug 23

S-8 POS

Registration of securities for employees (post-effective amendment)

31 Aug 23

SC 13E3/A

Going private transaction (amended)

31 Aug 23

8-K

Clayton, Dubilier & Rice Completes Acquisition of Focus Financial Partners

31 Aug 23

25-NSE/A

Exchange delisting (amended)

31 Aug 23

8-K

Departure of Directors or Certain Officers

3 Aug 23

Focus Financial Partners Reports Second Quarter 2023 Results

3 Aug 23

Transcripts

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FOCS

Earnings call transcript

2022 Q4

16 Feb 23

FOCS

Earnings call transcript

2022 Q3

3 Nov 22

FOCS

Earnings call transcript

2022 Q2

6 Aug 22

FOCS

Earnings call transcript

2022 Q1

7 May 22

FOCS

Earnings call transcript

2021 Q4

17 Feb 22

FOCS

Earnings call transcript

2021 Q3

6 Nov 21

FOCS

Earnings call transcript

2021 Q2

8 Aug 21

FOCS

Earnings call transcript

2021 Q1

9 May 21

FOCS

Earnings call transcript

2020 Q4

18 Feb 21

FOCS

Earnings call transcript

2020 Q3

7 Nov 20

Latest ownership filings

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SC 13G/A

Capital World Investors

John Russell McGranahan

1 Sep 23

Elizabeth R. Neuhoff

1 Sep 23

Rajini Sundar Kodialam

1 Sep 23

Joseph Feliciani

1 Sep 23

Financial summary

Financial statements Chart FOCS financial data

Quarter (USD)	Jun 23	Mar 23	Dec 22	Sep 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	137.04 mm	137.04 mm	137.04 mm	137.04 mm	137.04 mm	137.04 mm
Cash burn (monthly)	(no burn)	7.00 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	140.59 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	-3.55 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	-0.5	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2024

FOCS institutional ownership history Ownership history

3.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1	1	–
Opened positions	0	0
Closed positions	0	0
Increased positions	0	0
Reduced positions	0	0

13F shares	Current	Prev Q	Change
Total value	94.86 mm	94.86 mm	–
Total shares	2.36 mm	2.36 mm	–
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
CCP II Cayman GP	2.36 mm	$94.86 mm	0.0%

Largest transactions	Shares	Bought/sold	Change
CCP II Cayman GP	2.36 mm	0.00	0.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.