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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2012-01-03 |
Branch Locations
One Boston Place, 201 Washington Street 11Th Floor, Boston, MA 02108 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Colony Group Llc | Boston | MA | 07/1997 | 07/2024 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2024 | Present |
the name of the other business: Ares Management whether the business is investment-related: Yes the address of the other business: 2000 Avenue of the Stars, 12th Floor, Los Angeles, CA 90067 the nature of the other business: Ares is an alternative investment manager your position: Member, RIA Advisory Council title, or relationship with the other business: Member, RIA Advisory Council the start date of your relationship: 05/14/2025 the approximate number of hours/month you devote to the other business: 8 hours per year the number of hours you devote to the other business during securities trading hours: 8 hours per year and briefly describe your duties relating to the other business: Commit to 3 meetings per year to discuss product development, fund structures, and other things relating to the needs of the wealth management industry
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