Focused Investors LLC is a large advisory firm based in Los Angeles. It manages $2.24 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Focused Investors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Focused Investors LLC is $2.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3630% since the beginning of its operation, and $353.77 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Focused Investors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Focused Investors is pooled investment vehicles with 1 clients and $809.91 million of assets under management. Among the 5 most similar advisory firms, Focused Investors has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.24 billion for 11 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 11% of the firm’s clients are foreign persons or businesses.
Focused Investors also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Focused Investors LLC performs its advisory services is located at 1999 Avenue Of The Stars, Los Angeles, CA 90067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-734-1200 or by fax 310-734-1201. The normal business hours are 7:00 a.m.- 3:00 p.m. on Monday - Friday. You can find more information about the New York firm at focusedinvestors.com/.