Focus Partners Wealth, LLC
● SEC registered since 2011CRD 159289SEC# 801-72862St. Louis, MO
Ranks #87 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$181.86B
Fund GAV
$2.97B
Private funds
26
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 26 private funds with combined gross assets of $3 billion, including Tcg Onshore Balanced Fund, L.P. By regulatory assets, it ranks 87 of 5,974 private fund managers.
Focus Partners Wealth, LLC private funds
26 funds · $2.97B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| 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 |
| Tcg Diversifying Strategies Fund, L.P. | Other Private | $52.9M | $500K |
| Chartwell Family ETF Fund, LP | Hedge | $50.7M | $300K |
| Trailhead Income, LP | Private Equity | $46.6M | $250K |
| Tcg Income Opportunity Partnership, L.P. | Hedge | $42.1M | $250K |
| New Millennium Fundamental Hedged Equity, L.P. | Hedge | $40.2M | $250K |
| Topridge Capital Partners (ai), L.P. | Private Equity | $36.1M | $500K |
| Tcg Private Equity 2022, L.P. | Private Equity | $35.9M | $250K |
See all 26 funds — unlock the full record.
Join to unlock · $37/moFocus Partners Wealth, LLC owners & executives
22 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Lawrence Birenbaum Control | Chief Executive Officer | Under 5% | 2024 |
| Dhruv Gupta Control | Chief Financial Officer | Under 5% | 2025 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2011 |
| Gina Kulig Bradley Control | Chief Administrative Officer | Under 5% | 2011 |
| Joel Davidson Hirsh Control | Chief Investment Officer | Under 5% | 2026 |
| John C. Stelley Control | Chief Compliance Officer | Under 5% | 2024 |
| Justin Christopher Ferri Control | Chief Operating Officer | Under 5% | 2025 |
| Karla Anne Sullivan Control | Senior Vp, Segment General Counsel | Under 5% | 2023 |
| Vincent Joseph Gratch Control | Deputy Chief Comp. Officer | Under 5% | 2024 |
| Cd&r Associates XII, L.P. Control | General Partner | — | 2023 |
See all 22 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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 26 private funds with combined gross assets of $3 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
| 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 |
Regulatory AUM
$181.86B▲ 747%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,369 advisers
AUM vs fund managersTop 1%
Larger than 99% of 5,974 private-fund managers
Number of fundsTop 9%
More funds than 91% of fund managers
EmployeesTop 1%
More than 99% of 16,804 advisers
Assets under management
$181.86Bregulatory AUM
Discretionary $148.24BNon-discretionary $33.62B
Fund type mix
Other Private11
Hedge7
Private Equity6
Real Estate1
Venture Capital1
Service providers
Auditor
Custodian
Administrator