Focus Financial Partners Inc (FOCS)

Sector:
FINANCE
Industry:
CONSUMER FINANCE
SIC:
INVESTMENT ADVICE
CEO:
Ruediger Adolf
Employees:
2,600
825 THIRD AVENUE, 27TH FLOOR, NEW YORK, NY 10022
(646)519-2456

Focus Financial Partners Inc. provides wealth management services to primarily high net worth individuals and families. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services.

Data derived from most recent annual or quarterly report
Market Cap 4.02 Billion Shares Outstanding59.8 Million Avg 30-day Volume 338.269 Thousand
P/E Ratio277.2288 Dividend Yield0.0 EPS0.01
Price to Revenue6.0633 Debt to Equity1.876 EBITDA204.328 Million
Price to Book Value3.6134 Operating Margin0.0 Enterprise Value3.939 Billion
Current Ratio EPS Growth-0.333 Quick Ratio
1 Yr BETA 1.0926 52-week High/Low 69.13 / 38.58 Profit Margin4.8219
Operating Cash Flow Growth32.8484 Altman Z-Score Free Cash Flow to Firm -150.094 Million
View SEC Filings from FOCS instead.

View recent insider trading info

Funds Holding FOCS (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding FOCS BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MASHINSKY KRISTINE

  • Director
20,000 2021-08-13 3

KKR GROUP PARTNERSHIP L.P.

KKR ASSOCIATES AMERICAS XII L.P.

KKR AMERICAS XII LTD

KKR GROUP HOLDINGS CORP.

KKR & CO. INC.

KKR MANAGEMENT LLP

KRAVIS HENRY R

ROBERTS GEORGE R

0 2021-06-23 3

KKR FREYA AGGREGATOR L.P.

KKR FREYA AGGREGATOR GP LLC

KKR AMERICAS FUND XII (FREYA) L.P.

KKR ASSOCIATES AMERICAS XII AIV L.P.

KKR AMERICAS XII AIV GP LLC

KKR AMERICAS XII (FREYA) BLOCKER PARENT L.P.

KKR AMERICAS XII EEA (FREYA) BLOCKER PARENT L.P.

0 2021-06-23 3

STONE POINT CAPITAL LLC

TRIDENT FFP LP

TRIDENT VI, L.P.

TRIDENT VI PARALLEL FUND, L.P.

TRIDENT VI DE PARALLEL FUND, L.P.

TRIDENT FFP GP LLC

TRIDENT CAPITAL VI, L.P.

  • Director
  • 10% Owner
16,048,975 2021-03-16 2

CAREY JAMES D

  • Director
24,531,011 2021-03-16 2

MCWHINNEY DEBORAH D

  • Director
0 2020-12-07 1

GOTTDIENER NOAH

  • Director
0 2020-12-07 1

FELICIANI JOSEPH

  • Director
0 2020-12-07 1

ADOLF RUEDIGER CEO AND CHAIRMAN

  • Officer
  • Director
0 2020-12-07 1

KODIALAM RAJINI SUNDAR CHIEF OPERATING OFFICER

  • Officer
  • Director
0 2020-12-07 1

SHANAHAN JAMES CHIEF FINANCIAL OFFICER

  • Officer
0 2020-12-07 1

MCGRANAHAN JOHN RUSSELL GENERAL COUNSEL

  • Officer
0 2020-12-07 1

CHANG LEONARD R. SR. MANAGING DIR/HEAD OF M&A

  • Officer
0 2020-12-07 1

MORGANROTH GREG S.

  • Director
0 2020-12-07 1

KKR MANAGEMENT HOLDINGS L.P.

KKR MANAGEMENT HOLDINGS CORP

0 2020-01-01 0

KKR FUND HOLDINGS L.P.

KKR MANAGEMENT HOLDINGS L.P.

KKR MANAGEMENT HOLDINGS CORP

KKR FUND HOLDINGS GP LTD

KKR GROUP HOLDINGS CORP.

KKR & CO. INC.

KKR MANAGEMENT LLC

KRAVIS HENRY R

ROBERTS GEORGE R

5,139,807 2018-07-30 0

KKR FREYA AGGREGATOR L.P.

KKR FREYA AGGREGATOR GP LLC

KKR AMERICAS FUND XII (FREYA) L.P.

KKR ASSOCIATES AMERICAS XII AIV L.P.

KKR AMERICAS XII AIV GP LLC

KKR ASSOCIATES AMERICAS XII L.P.

KKR AMERICAS XII LTD

KKR AMERICAS XII (FREYA) BLOCKER PARENT L.P.

KKR AMERICAS XII EEA (FREYA) BLOCKER PARENT L.P.

5,139,807 2018-07-30 0

HARRINGTON CHRISTOPHER J

  • Director
0 2018-07-25 0

MUHTADIE FAYEZ S.

  • Director
0 2018-07-25 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
No current insider transactions

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 22:15:03 UTC -0.2233 0.2933 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 21:45:03 UTC -0.2233 0.2933 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 21:15:03 UTC -0.2233 0.2933 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 20:45:03 UTC -0.2158 0.2858 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 20:15:03 UTC -0.2158 0.2858 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 19:45:04 UTC -0.2158 0.2858 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 19:15:03 UTC -0.2158 0.2858 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 18:45:04 UTC -0.2078 0.2778 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 18:15:04 UTC -0.2078 0.2778 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 17:45:03 UTC -0.2078 0.2778 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 17:15:03 UTC -0.2078 0.2778 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 16:45:03 UTC -0.2078 0.2778 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 16:15:03 UTC -0.2078 0.2778 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 15:45:03 UTC -0.2078 0.2778 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 15:15:02 UTC -0.2078 0.2778 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 14:45:03 UTC -0.1996 0.2696 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 14:15:03 UTC -0.1996 0.2696 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 13:45:04 UTC -0.1996 0.2696 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 13:15:03 UTC -0.1996 0.2696 1400000
FOCUS FINANCIAL PARTNERS-A FOCS 2021-11-26 12:45:04 UTC -0.1996 0.2696 1400000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
THORNBURG INVESTMENT TRUST- Thornburg Long/Short Equity Fund FOCS -7808.0 shares, $-324968.96 2021-03-31 N-PORT
VANGUARD MONTGOMERY FUNDS- VANGUARD MARKET NEUTRAL FUND FOCS -5839.0 shares, $-283191.5 2021-06-30 N-PORT
Virtus Alternative Solutions Trust- Virtus KAR Long/Short Equity Fund FOCS -37248.0 shares, $-1911939.84 2021-07-30 N-PORT
Professionally Managed Portfolios- Otter Creek Long/Short Opportunity Fund FOCS -30000.0 shares, $-1539900.0 2021-07-31 N-PORT
Tidal ETF Trust- Leatherback Long/Short Alternative Yield ETF FOCS -1619.0 shares, $-83993.72 2021-08-31 N-PORT
JNL Series Trust- JNL Multi-Manager Alternative Fund FOCS -25111.0 shares, $-1315063.07 2021-09-30 N-PORT

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