Focus Partners Wealth

Asset Manager SEC-registered adviser

Legal name: Focus Partners Wealth, LLC

AUM

$181.9B

Regulatory AUM

Private funds

Other 11 · Hedge Fund 7 · Private Equity 6 · Real Estate 1 · Venture Capital 1

Private fund assets

$3.0B

Gross asset value

Employees

1,915

Last Form D raise

Mar 2026

Most recent fund filing

From SEC Form ADV filing (filed Sep 29, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

Chief Executive Officer

Chief Investment Officer

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

Fund	Type	Gross assets	Raised (Form D)	Investors	Last Form D	Recency
New Millennium Fundamental Hedged Equity Qp, L.P.	Hedge Fund	$69.4M	$66.5M	81	Mar 2026	Warm
New Millennium Fundamental Hedged Equity, L.P.	Hedge Fund	$40.2M	$39.1M	50	Mar 2026	Warm
Gc Long/Short LP	Other	$9.1M	$20.4M	43	Mar 2026	Warm
Tcg Onshore Balanced Fund, L.P.	Other	$2.2B	$405.1M	95	Feb 2026	Warm
Tcg Balanced Fund, L.P.	Other	$164.7M	$478.4M	53	Feb 2026	Warm
Tcg Diversifying Strategies Fund, L.P.	Other	$52.9M	$89.3M	42	Feb 2026	Warm
Tcg Income Opportunity Partnership, L.P.	Hedge Fund	$42.1M	$115.2M	232	Feb 2026	Warm
Kv IX Access, L.P.	Venture Capital	$2.6M	$23.7M	99	Oct 2025	Warm
Tcg Private Credit (offshore) 2024, L.P.	Private Equity	$11.5M	$12.5M	37	Jun 2024	Cold
Tcg Private Credit 2024, L.P.	Private Equity	$11.3M	$10.0M	22	Apr 2024	Cold
Tcg Private Equity 2022, L.P.	Private Equity	$35.9M	$14.6M	39	Apr 2022	Cold
Telemus Decorrelation Opportunity Fund, LP	Hedge Fund	$2.4M	$20.4M	63	Sep 2020	Cold
Topridge Capital Partners (AI), L.P.	Private Equity	$36.1M	—	—	—
Tcg International Opportunities Fund, L.P.	Other	$33.5M	—	—	—
Tcg Real Estate Partners VII, LLC	Real Estate	$8.4M	—	—	—

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.