Focused Investors LLC

RIASEC RegisteredEst. 2006

Total AUM

$3.3B

Discretionary

$3.3B

100% of AUM

Avg account

$365M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 140010
Registered since: June 28, 2006
Website: www.focusedinvestors.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles35.76%
State / Municipal Government26.66%
Corporations / Businesses23.59%
Charitable Organizations10.77%
Pension & Profit Sharing Plans3.22%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Focused Investors LLC is an institutional registered investment adviser organized as an LLC and operating since 2006. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its advisory scope centers on portfolio management for pooled investment vehicles and for businesses or other institutions. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.