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| Happy Holidays!! thanks for using AUM13F!! |
| Focus Point Solutions Inc
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|---|---|
| CRD # | 131195 |
| SEC # | 801-63028 |
| CIK # | |
| AUM | $6.8 B (2025-06-09) |
| Employees | 40 (2% Investors, 0% Brokers) |
| Phone | 503-445-1957 |
| Address | 3395 SW Garden View Avenue Portland, OR 97225 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 13,288 | 6.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 31,647 | 6.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 31,647 | 6.8 |
| Total | 31,647 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 31,647 | 6.8 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Focus Point Solutions Inc
✚
|
OR | 6.8 |
|
Distribution Consultants Inc
✚
|
OR | 0.0 |
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|---|---|---|
|
Graniteshares Advisors LLC
✚
|
NY | 7.0 |
|
Claros REIT Management LP
✚
|
NY | 7.0 |
|
Matthews International Capital Management LLC
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|
CA | 6.9 |
|
Quinbrook Infrastructure Partners LLC
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NY | 6.9 |
|
Guggenheim Funds Distributors LLC
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|
IL | 6.9 |
|
Samsung Asset Management New York Inc
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|
NY | 6.8 |
|
CION Ares Management LLC
✚
|
NY | 6.8 |
|
Blue Owl Technology Credit Advisors II LLC
✚
|
NY | 6.8 |
|
Novacap Management US Inc
✚
|
6.8 | |
|
Altamar Partners North America LLC
✚
|
NY | 6.5 |