← Directory
FOCUSED INVESTORS LLC
CRD 140010File 801-66523
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.29B
Top 25% of cohort (national)
Discretionary AUM
$3.29B
Clients
3
9 accounts
Employees
4
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 28, 2006
- Principal office
- 1999 AVENUE OF THE STARS, SUITE 3320, LOS ANGELES, CA, 90067
- Phone
- 310-734-1200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.29B
- Discretionary AUM
- $3.29B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $1.10B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $775.7M |
| Charitable organizations | Fewer than 5 | $354.2M |
| Pooled investment vehicles | 3 | $1.18B |
| Pension and profit sharing plans | Fewer than 5 | $105.8M |
| State or municipal government entities | Fewer than 5 | $876.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | AUM | $3,236,841,986 | $3,287,808,974 | increased by$50,966,988 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,382,100,065 | $3,236,841,986 | decreased by$145,258,079 |
| Mar 1, 2022 | AUM | $2,808,431,315 | $3,382,100,065 | increased by$573,668,750 |
| Mar 1, 2022 | Accounts | 10 | 9 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FOCUSED INVESTORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FOCUSED INVESTORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.