Focus Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 118068
- Website
- focuscapitalllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI86.7%
- Pooled Investment Vehicles13.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Focus Capital, LLC is a privately owned limited liability company that operates as a hedge-fund style advisory firm and registered investment advisor. The firm serves both individual and family clients as well as institutional and pooled vehicles, providing discretionary portfolio management across separate managed accounts and a private fund. Fee arrangements include percentage-of-AUM charges, fixed fees and performance-based fees, reflecting an active, performance-oriented approach to managing client capital. Focus Capital shows a clear preference for liquid public equity exposure implemented through separately managed accounts and exchange-traded instruments, while also acting as sponsor and general partner on at least one pooled investment vehicle it manages. The firm’s advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles and portfolio services for business and institutional clients. It does not position itself as an active ESG investor and is not organized as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1
Stefan Cobb
CIO, FounderCRD 1550252
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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