Investor FAQ
Focus Financial Partners, LLC (“Focus LLC”) has determined that the next exchange date by which holders of Units in Focus LLC may exchange Units for shares of Class A common stock in Focus Financial Partners Inc. will be March 17, 2021.
In order to participate in such exchange, holder must properly complete and return a Form of Exchange Notice by 5 p.m. Eastern Time on March 2, 2021 to unitholders@focuspartners.com.
For Units acquired prior to July 30, 2018, each quarterly exchange will be limited to one-twelfth of the Units you held as of such date, with the ability to carry forward unused exchange rights to subsequent exchange dates.
All such exchanges shall be subject to the terms and conditions of the Fourth Amended and Restated Operating Agreement of Focus LLC.
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