| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tcg Balanced Fund, L.P. | Other Private | $248.6M | $500K |
| Tcg Onshore Balanced Fund, L.P. | Other Private | $214.6M | $500K |
| Tcg Diversifying Strategies Fund, L.P. | Other Private | $57.9M | $500K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Lawrence Birenbaum Control | Chief Executive Officer | Under 5% | 2024 |
| Brian William Katz Control | Chief Investment Officer | Under 5% | 2011 |
| Dhruv Gupta Control | Chief Financial Officer | Under 5% | 2025 |
Focus Partners Wealth, LLC reports $95.9 billion in regulatory assets under management on its Form ADV.
Focus Partners Wealth, LLC manages 21 private funds with combined gross assets of $928.2 million.
Focus Partners Wealth, LLC reports 1,535 employees.
Focus Partners Wealth, LLC is based in St. Louis, MO and has been SEC-registered since 2011.
Focus Partners Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 190 Carondelet Plaza, Suite 600, St. Louis, MO 63105 |
| Phone | (314) 725-0455 |
| Fax | (314) 723-7022 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1080628 |
| Discloses disciplinary history | Yes |
| Discretionary | $87.28B |
| Non-discretionary | $8.61B |
| Total (RAUM) | $95.89B |