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Focus Partners Wealth, LLC

● SEC registered since 2011CRD 159289SEC# 801-72862St. Louis, MO
Export (members)
Ranks #86 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$181.86B
Fund GAV
$2.82B
Private funds
19
Employees
1,915
Accounts
220,585
Location
St. Louis, MO

Focus Partners Wealth, LLC assets under management

Focus Partners Wealth, LLC is an investment advisory firm registered with the SEC based in St. Louis, MO. The firm has been registered since 2011. It reports $181.9 billion in regulatory assets under management and employs 1,915 people. Focus Partners Wealth, LLC manages 19 private funds with combined gross assets of $2.8 billion, including Tcg Onshore Balanced Fund, L.P. By regulatory assets, it ranks 86 of 6,004 private fund managers.

Focus Partners Wealth, LLC private funds

19 funds · $2.82B GAV
FundTypeGross assetsMin.
Tcg Onshore Balanced Fund, L.P.Other Private$2.22B$500K
Tcg Balanced Fund, L.P.Other Private$164.7M$500K
New Millennium Fundamental Hedged Equity Qp, L.P.Hedge$69.4M$250K
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Focus Partners Wealth, LLC owners & executives

22 reported
NameTitleOwnershipSince
Adam Lawrence Birenbaum ControlChief Executive OfficerUnder 5%2024
Dhruv Gupta ControlChief Financial OfficerUnder 5%2025
Focus Operating, LLC ControlMember (manager)Over 75%2011
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Frequently asked questions

How much does Focus Partners Wealth, LLC manage?

Focus Partners Wealth, LLC reports $181.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Focus Partners Wealth, LLC manage?

Focus Partners Wealth, LLC manages 19 private funds with combined gross assets of $2.8 billion.

How many employees does Focus Partners Wealth, LLC have?

Focus Partners Wealth, LLC reports 1,915 employees.

Where is Focus Partners Wealth, LLC located?

Focus Partners Wealth, LLC is based in St. Louis, MO and has been SEC-registered since 2011.

Does Focus Partners Wealth, LLC disclose fund performance?

Focus Partners Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address190 Carondelet Plaza, Suite 600, St. Louis, MO 63105
Phone(314) 725-0455
Fax(314) 723-7022
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1080628
Discloses disciplinary historyYes

Regulatory AUM

$181.86B▲ 747%
Jan '25 — $21.47BFeb '25 — $21.47BMar '25 — $95.89BApr '25 — $95.89BMay '25 — $95.89BJun '25 — $95.89BJul '25 — $95.89BAug '25 — $95.89BSep '25 — $95.89BOct '25 — $95.89BNov '25 — $95.89BDec '25 — $95.89BJan '26 — $95.89BFeb '26 — $181.86BMar '26 — $181.86BApr '26 — $181.86BMay '26 — $181.86BJun '26 — $181.86B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
AUM vs fund managersTop 1%
Larger than 99% of 6,004 private-fund managers
Number of fundsTop 13%
More funds than 87% of fund managers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$181.86Bregulatory AUM
Discretionary $148.24BNon-discretionary $33.62B

Fund type mix

Hedge7
Other Private6
Private Equity4
Real Estate1
Venture Capital1

Service providers