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

Identifiers

SEC RIA File Number 801-66523
SEC ERA File Number 801-66523
SEC CIK Numbers 1380089, 1426398
SEC CRD Numbers 140010
Legal Entity Identifier None

Principal Office

1999 AVENUE OF THE STARS
SUITE 3320
LOS ANGELES
CA
United States
Monday - Friday, 7:00 A.M.- 3:00 P.M.
Tel: 310-734-1200, Fax: 310-734-1201

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
(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
(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

10502020202120222023202420256 on 3/18/20206 on 10/16/20206 on 10/19/20206 on 1/28/20216 on 2/16/20226 on 3/8/20235 on 3/22/2024

RAUM, Historic

4B2B02020202120222023202420252598098222 on 3/18/20202598098222 on 10/16/20202598098222 on 10/19/20202808431315 on 1/28/20213382100065 on 2/16/20223182911715 on 3/8/20233195502321 on 3/22/2024

No. Clients, Historic

105020202021202220232024202510 on 3/18/202010 on 10/16/202010 on 10/19/20203 on 1/28/20213 on 2/16/20223 on 3/8/20233 on 3/22/2024

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