Focused Investors LLC
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Overview
Focused Investors LLC operates as a financial advisor company that has its headquarters in Los Angeles, California. The firm administers $3.2 billion in total assets throughout nine customer accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). It has a small group, including 3 financial advisors. Focused Investors LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as bonds, stocks and options.
Focused Investors LLC manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions without requiring the client's authorization. The advisory firm administers about $353.7 million in assets for each client account. The typical financial advisor at Focused Investors LLC administers around three client accounts, making it one of the most personalized financial advisor firms in the country.
The company's main office is located at 1999 Avenue Of The Stars, Los Angeles, California 90067. The firm is registered to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Focused Investors LLC by the Numbers
$3.2 billion
6
9
$353.7 million
Fee Structure
Fees charged by financial advisors largely are based on the type of financial services provided. However, fees billed by Focused Investors LLC typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Focused Investors LLC works with pooled investment vehicles. Out of its nine clients, Focused Investors LLC's biggest client by number of accounts is pooled investment vehicles. About 11% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Focused Investors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Focused Investors LLC
Beverly Hills, CA
Los Angeles, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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