|
⚲
|
| Focus Point Solutions Inc
✚
| |
|---|---|
| CRD # | 131195 |
| SEC # | 801-63028 |
| CIK # | |
| AUM | $5.0 BB (2024-03-29) |
| Employees | 40 (2% Investors, 0% Brokers) |
| Phone | 503-445-1957 |
| Address | 3395 SW Garden View Avenue Portland, OR 97225 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 38 | 5.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27,667 | 5.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 27,667 | 5.0 |
| Total | 27,667 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 27,667 | 5.0 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Focus Point Solutions Inc
✚
|
OR | 5.0 |
|
Distribution Consultants Inc
✚
|
OR | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Generate Advisors LLC
✚
|
NY | 5.2 |
|
Hosking Partners LLP
✚
|
5.2 | |
|
Pictet Asset Management Singapore PTE Ltd
✚
|
5.2 | |
|
Invesco Investment Advisers LLC
✚
|
IL | 5.1 |
|
Versus Capital Advisors LLC
✚
|
CO | 5.1 |
|
CarVal CLO Management LLC
✚
|
MN | 4.9 |
|
Apollo Real Estate Fund Adviser LLC
✚
|
NY | 4.9 |
|
Quinbrook Infrastructure Partners LLC
✚
|
TX | 4.8 |
|
Boston Trust Walden Inc
✚
|
MA | 4.8 |
|
Ocean Park Asset Management LLC
✚
|
CA | 4.8 |