| Owner | Title | From | %Ownership |
|---|---|---|---|
| Powers, Patrick, David | Co-president | 01/2016 | < 5% |
| Focus Operating, LLC | Member (Manager) | 03/2007 | > 75% |
| Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
| Campbell, John, Christopher | Co-president | 03/2007 | < 5% |
| Allbee, Michael, Angelo | Vice President and Chief Compliance Officer | 01/2016 | < 5% |
| Stewart, Darren, Robert | Vice President and Secretary | 01/2016 | < 5% |
| Rowey, Christopher, Scott | Vice President | 01/2016 | < 5% |
| Lau, Grace | Co-president | 01/2017 | < 5% |
| Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
| Schackman, Martina, Marie | Vice President | 03/2019 | < 5% |
| Yamshon, Steven, Lee | Co-president | 01/2020 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Benefit Financial Services Group | $1.10 bn | |
| 805-2135054767 | $19.47 mm | Other Private Fund |
