Foster Dykema Cabot & Partners is a fund manager in Waltham with $1.55 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
833380658
SEC advisor number
801-114693
FINRA CRD number
300282
AUM ?
$1.55 bn
(as of 18 May 23)
Accounts
705
(as of 18 May 23)
Employees
18
(8 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Operating, LLC | Member (Manager) | 01/2019 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners, Inc. | Member | 07/2018 | > 75% |
Mcgrew, Jeffrey, Daniel | Chief Investment Officer, Partner | 01/2019 | < 5% |
Soorma, Vikram, NMN | Portfolio Manager, Partner | 01/2019 | < 5% |
Braudis, Elizabeth, Ann | President, Partner | 01/2019 | < 5% |
Manfredi, Brooke, Lorraine | Partner | 01/2019 | < 5% |
Guerin, Donnalee, NMN | Chief Operating Officer, Chief Compliance Officer, Partner | 01/2019 | < 5% |
Fisher, Frederick, Peter | Portfolio Manager, Partner | 01/2019 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Foster Dykema Cabot & Partners, LLC | $1.55 bn | |
FDC Investment Partners I, LLC | $5.45 mm | Private Equity Fund |
FDC Investment Partners II LLC | $4.68 mm | Private Equity Fund |
FDC Investment Partners III, LLC | $8.46 mm | Private Equity Fund |
FDC Investment Partners IV LLC | $20.97 mm | Private Equity Fund |
FDC Investment Partners V LLC | $24.69 mm | Private Equity Fund |
FDC Investment Partners V-a, LLC | $2.91 mm | Private Equity Fund |
FDC Investment Partners VI LLC | $17.07 mm | Private Equity Fund |
FDC Investment Partners VII, LLC | $5.20 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings