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SEC Form ADV · CIK 1080628

FOCUS PARTNERS WEALTH, LLC

Firm profile: Focus Partners Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMOVenture CapitalPrivate Equity
$181.9B
Assets Under Management
220,585
Total Clients
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Registration Details

CIK
1080628
Accession
CRD-159289
Location
ST. LOUIS, MO
Filing Date
April 30, 2026
AUM
$181.9B
Total Clients
220,585
Amendment
No
SEC EDGAR
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Client Types

More than $50 billion

Investment Strategies

Venture CapitalPrivate EquityHedge FundReal Estate

Private Funds

26 private funds reported on Form ADV Schedule D 7.B.1, $3.0B in combined gross assets.

  • TCG ONSHORE BALANCED FUND, L.P.Other Private Fund$2.2B
  • TCG BALANCED FUND, L.P.Other Private Fund$164.7M
  • NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P.Hedge Fund$69.4M
  • TCG DIVERSIFYING STRATEGIES FUND, L.P.Other Private Fund$52.9M
  • CHARTWELL FAMILY ETF FUND, LPHedge Fund$50.7M
  • TRAILHEAD INCOME, LPOther Private Fund$46.6M
  • TCG INCOME OPPORTUNITY PARTNERSHIP, L.P.Hedge Fund$42.1M
  • NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY, L.P.Hedge Fund$40.2M
  • TOPRIDGE CAPITAL PARTNERS (AI), L.P.Private Equity Fund$36.1M
  • TCG PRIVATE EQUITY 2022, L.P.Private Equity Fund$35.9M
  • TCG INTERNATIONAL OPPORTUNITIES FUND, L.P.Other Private Fund$33.5M
  • TRAILHEAD GROWTH, LPOther Private Fund$30.4M
  • TRAILHEAD OPTIONS INCOME LPOther Private Fund$25.4M
  • GC OPPORTUNITIES 2 PRIVATE FUND, LPOther Private Fund$21.7M
  • TRAILHEAD INCOME QP, LPOther Private Fund$14.2M
  • TCG PRIVATE CREDIT 2024 (OFFSHORE), L.P.Private Equity Fund$11.5M
  • TCG PRIVATE CREDIT 2024, L.P.Private Equity Fund$11.3M
  • CHARTWELL FAMILY FUND, TF1, LP.Hedge Fund$9.8M
  • GC OPPORTUNITIES I PRIVATE FUND, LPOther Private Fund$9.2M
  • GC FINTECH FUND LPOther Private Fund$9.1M
  • GC LONG/SHORT LPOther Private Fund$9.1M
  • TCG REAL ESTATE PARTNERS VII, LLCReal Estate Fund$8.4M
  • CHARTWELL FAMILY FUND, LPHedge Fund$7.8M
  • TELEMUS LIFE SCIENCE REAL ESTATE FUND, LLCOther Private Fund$4.2M
  • KV IX ACCESS, L.P.Venture Capital Fund$2.6M
  • TELEMUS DECORRELATION OPPORTUNITY FUND, LPHedge Fund$2.4M

About this Adviser

FOCUS PARTNERS WEALTH, LLC is a registered investment adviser headquartered in ST. LOUIS, MO, managing approximately $181.9B in assets across 220,585 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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