FOCUSED INVESTORS LLC
Adviser information for FOCUSED INVESTORS LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 9 | $3.2B |
Non-Discretionary | 0 | $0 |
Total | 9 | $3.2B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 3 | $1.4B |
Pension and profit sharing plans | <5 | $130.6M |
Charitable organizations | <5 | $362.2M |
State or municipal gov entities | <5 | $705.6M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $646.6M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 11 |
Services
Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
1999 AVENUE OF THE STARSSUITE 3320
LOS ANGELES
CA
United States
Monday - Friday, 7:00 A.M.- 3:00 P.M.
Tel: 310-734-1200, Fax: 310-734-1201
Websites
Chief Compliance Officer
BEVERLY TECSON
CHIEF OPERATING OFFICER
1999 AVENUE OF THE STARS
SUITE 3320
LOS ANGELES
CA
United States
Tel:
(310) 734-1214
Fax:
(310) 734-1201
B******@*******************M
(Full email address available in API data)
Regulatory Contact
BRUCE VEACO
MANAGING MEMBER
1999 AVENUE OF THE STARS
SUITE 3320
LOS ANGELES
CA
United States
Tel:
(310) 734-1210
Fax:
(310) 734-1201
B*****@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
FOCUSED INVESTORS FUND LP | LONG ONLY EQUITY | $1,176.8M | $5.0M | 58 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
VEACO, BRUCE, GORDON | Individual | – | MANAGING MEMBER | 02/2006 | > 75% |
SOEHARTO, NUGROHO, (NMN) | Individual | – | MANAGING MEMBER | 03/2008 | 25-50% |
TECSON, BEVERLY, CANONIGO | Individual | – | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | 01/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
American Express Co. | COM | 106M | 459K | – |
Elevance Health, Inc. | COM | 254M | 468K | – |
FedEx Corporation | COM | 152M | 508K | – |
Fiserv, Inc. | COM | 188M | 1M | – |
Johnson & Johnson | COM | 174M | 1M | – |
L3Harris Technologies, Inc. | COM | 104M | 463K | – |
Lockheed Martin Corp. | COM | 96M | 207K | – |
Lowe's Companies, Inc. | COM | 103M | 469K | – |
McDonald's Corporation | COM | 113M | 442K | – |
Microsoft Corp. | COM | 189M | 424K | – |
Morgan Stanley | COM | 160M | 2M | – |
Northrop Grumman Corporation | COM | 96M | 220K | – |
Oracle Corporation | COM | 156M | 1M | – |
PepsiCo, Inc. | COM | 93M | 563K | – |
RTX Corporation | COM | 81M | 804K | – |
Target Corp. | COM | 102M | 689K | – |
The Cigna Group | COM | 182M | 550K | – |
The Coca-Cola Co. | COM | 65M | 1M | – |
The Goldman Sachs Group, Inc. | COM | 154M | 340K | – |
The Home Depot, Inc. | COM | 79M | 228K | – |
The TJX Companies, Inc. | COM | 109M | 989K | – |
The Walt Disney Company | COM | 110M | 1M | – |
UnitedHealth Group Inc. | COM | 212M | 417K | – |