A complete list of active advisors currently associated with Focus Capital, LLC

Warmer can help you find a great advisor at Focus Capital, LLC or one who fits your needs even better.

Focus Capital, LLC provides discretionary investment management and advisory services to high‑net‑worth individuals and their families, businesses, trusts, and pension and profit‑sharing plans, with a suggested minimum of $250,000 of investable assets. The firm is also the sponsor and general partner of a private pooled vehicle, the Focus Partners Optimus Fund, LP, which accepts only qualified clients (suggested $1 million minimum), and it offers research services to third‑party investment advisers for negotiated monthly fees ($10,000–$20,000). The firm’s investment process is all‑cap, all‑style and combines macroeconomic, fundamental, quantitative, and technical analysis, using models that cover all countries, capitalizations, and industries; accounts are managed on a discretionary basis. Portfolios — and the Fund in particular — may employ long‑short strategies, short selling, margin/leverage, and options or other derivatives for tactical positioning and hedging. Distinctive aspects include acting as a private fund adviser and fund sponsor that charges a performance allocation (the Fund’s 20% incentive allocation in addition to management fees), with attendant side‑by‑side management considerations the firm discloses. The firm’s client mix and services — including management for institutional‑type clients, operation of a pooled vehicle, and recurring paid research to other advisers — are less common among independent single‑advisor firms and the firm generally limits non‑HNW retail business through higher suggested minimums.

To learn more about the advisors currently working at Focus Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.