Prime Quadrant US, LLC operates as a nondiscretionary manager-of-managers for High Net Worth and Ultra High Net
Worth families and individuals, constructing and monitoring portfolios comprising a variety of asset classes. Each
analysis is tailored to the needs of the specific client, as is the resulting portfolio. Clients are charged flat-dollar fees.
PQ acquired the advisory business of Beekman Wealth Advisory, LLC which was established in 2003.
Focus Financial Partners, LLC
PQ is part of the Focus Financial Partners, LLC (“Focus LLC”) partnership. Specifically, PQ is a wholly-owned
indirect subsidiary of Focus LLC. Ferdinand FFP Acquisition, LLC is the sole managing member of Focus LLC.
Ultimate governance of Focus LLC is conducted through the board of directors at Ferdinand FFP Ultimate Holdings,
LP. Focus LLC is majority-owned, indirectly and collectively, by investment vehicles affiliated with Clayton, Dubilier
& Rice, LLC (“CD&R”). Investment vehicles affiliated with Stone Point Capital LLC (“Stone Point”) are indirect
owners of Focus LLC. Because PQ is an indirect, wholly-owned subsidiary of Focus LLC, CD&R and Stone Point
investment vehicles are indirect owners of PQ.
Focus LLC also owns other registered investment advisers, broker-dealers, pension consultants, insurance firms,
business
managers and other firms (the “Focus Partners”), most of which provide wealth management, benefit
consulting and investment consulting services to individuals, families, employers, and institutions. Some Focus
Partners also manage or advise limited partnerships, private funds, or investment companies as disclosed on their
respective Form ADVs.
PQ is managed pursuant to a management agreement between PQ Management Inc., as the general partner for PQ
Management Limited Partnership; Prime Quadrant US; Prime Quadrant Corp.; Focus Financial Partners, LLC; and
Yevgeniy (Mo) Lidsky, Andrew Doman, Jeremy Rosmarin, Jamie Spinner, Mark Roth, and Terry Vaughan (“Prime
Quadrant US Principals”). The PQ Principals are the owners of PQ Management, Inc. They serve as leaders and
officers of PQ and are responsible for the management, supervision, and oversight of PQ .
We offer clients the option of obtaining certain financial solutions from unaffiliated third-party financial institutions
through UPTIQ Treasury & Credit Solutions, LLC (together with UPTIQ, Inc. and its affiliates, “UPTIQ”). Please see
Items 5 and 10 for a fuller discussion of these services and other important information.
As of March 31, 2023, PQ had $354,940,7832 in assets under management on a non-discretionary basis.