Allocator Index · CRD 159289

FOCUS PARTNERS WEALTH, LLC

St. Louis, MO · (314) 725-0455 · linkedin.com/company/debra-brede-author-founder-d-k-brede-investment-management-company/

SEC IAPD record ↗

Fit score

64

  • real_estate_fund+40
  • hnw>=500+22
  • aum $10.0B-∞+2

HNW clients

30,177

Other individuals

30,825

HNW assets

$142.52B

Total AUM

$181.86B

Employees

1,915

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
TCG REAL ESTATE PARTNERS VII, LLCReal Estate Fund$8.4M
TCG ONSHORE BALANCED FUND, L.P.Other Private Fund$2.22B
TCG BALANCED FUND, L.P.Other Private Fund$164.7M
NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY QP, L.P.Hedge Fund$69.4M
TCG DIVERSIFYING STRATEGIES FUND, L.P.Other Private Fund$52.9M
CHARTWELL FAMILY ETF FUND, LPHedge Fund$50.7M
TRAILHEAD INCOME, LPOther Private Fund$46.6M
TCG INCOME OPPORTUNITY PARTNERSHIP, L.P.Hedge Fund$42.1M
NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY, L.P.Hedge Fund$40.2M
TOPRIDGE CAPITAL PARTNERS (AI), L.P.Private Equity Fund$36.1M
TCG PRIVATE EQUITY 2022, L.P.Private Equity Fund$35.9M
TCG INTERNATIONAL OPPORTUNITIES FUND, L.P.Other Private Fund$33.5M
TRAILHEAD GROWTH, LPOther Private Fund$30.4M
TRAILHEAD OPTIONS INCOME LPOther Private Fund$25.4M
GC OPPORTUNITIES 2 PRIVATE FUND, LPOther Private Fund$21.7M
TRAILHEAD INCOME QP, LPOther Private Fund$14.2M
TCG PRIVATE CREDIT 2024 (OFFSHORE), L.P.Private Equity Fund$11.5M
TCG PRIVATE CREDIT 2024, L.P.Private Equity Fund$11.3M
CHARTWELL FAMILY FUND, TF1, LP.Hedge Fund$9.8M
GC OPPORTUNITIES I PRIVATE FUND, LPOther Private Fund$9.2M
GC FINTECH FUND LPOther Private Fund$9.1M
GC LONG/SHORT LPOther Private Fund$9.1M
CHARTWELL FAMILY FUND, LPHedge Fund$7.8M
TELEMUS LIFE SCIENCE REAL ESTATE FUND, LLCOther Private Fund$4.2M
KV IX ACCESS, L.P.Venture Capital Fund$2.6M
TELEMUS DECORRELATION OPPORTUNITY FUND, LPHedge Fund$2.4M