Foster Dykema Cabot & Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 300282
· SEC file 801-114693
· Waltham, MA
· www.linkedin.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 851
- Avg AUM / client
- $2.6M
- Accounts
- 855
- Employees
- 21
AUM over time
$1.4B
$2.2B
Dec 2018
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $26.2M | 1.18% |
| High net worth individuals | 718 | $1.9B | 83.9% |
| Pooled investment vehicles (non-investment companies) | 8 | $111M | 4.99% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.9M | 0.4% |
| Charitable organizations | 15 | $57.2M | 2.57% |
| Corporations and other businesses | 32 | $154M | 6.93% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $88.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Fdc Investment Partners V Llc | Private Equity Fund | Delaware | $23.3M | 50 |
| Fdc Investment Partners Vi Llc | Private Equity Fund | Delaware | $19.9M | 46 |
| Fdc Investment Partners Iv Llc | Private Equity Fund | Delaware | $19.8M | 43 |
| Fdc Investment Partners Vii, Llc | Private Equity Fund | Delaware | $11.1M | 40 |
| Fdc Investment Partners Iii, Llc | Private Equity Fund | Delaware | $9.0M | 35 |
| Fdc Investment Partners V A, Llc | Private Equity Fund | Delaware | $3.0M | 55 |
| Fdc Investment Partners Ii Llc | Private Equity Fund | Delaware | $1.8M | 35 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Braudis, Elizabeth, Ann | President, Partner | Jan 2019 (8y) | Less than 5% | |
| Fisher, Frederick, Peter | Portfolio Manager, Partner | Jan 2019 (8y) | Less than 5% | |
| Guerin, Donnalee, Nmn | Chief Operating Officer, Chief Compliance Officer, Partner | Jan 2019 (8y) | Less than 5% | |
| Manfredi, Brooke, Lorraine | Partner | Jan 2019 (8y) | Less than 5% | |
| Mcgrew, Jeffrey, Daniel | Chief Investment Officer, Partner | Jan 2019 (8y) | Less than 5% | |
| Soorma, Vikram, Nmn | Portfolio Manager, Partner | Jan 2019 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Focus Operating, Llc | Member (Manager) | Jan 2019 | A | 75% or more |
| Focus Financial Partners, Llc | Member | Jan 2007 | B | ≈ 56.25% – 100% via Focus Operating, Llc |
| Focus Financial Partners, Inc. | Member | Jul 2018 | B | ≈ 42.19% – 100% via Focus Financial Partners, Llc |
| Ferdinand Ffp Acquisition, Llc | Shareholder, Class A Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners, Inc. |
| Ferdinand Ffp Ultimate Holdings, Lp | Shareholder, Class B Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners, Inc. |
| Ferdinand Ffp Intermediate Holdings, Llc | Member | Aug 2023 | B | ≈ 23.73% – 100% via Ferdinand Ffp Acquisition, Llc |
| Ferdinand Ffp Parent, Inc. | Member | Aug 2023 | B | ≈ 17.8% – 100% via Ferdinand Ffp Intermediate Holdings, Llc |
| Cd&R Ferdinand Holdings, L.P. | Partner | Aug 2023 | B | ≈ 15.82% – 75% via Ferdinand Ffp Ultimate Holdings, Lp |
| Clayton Dubilier & Rice Fund Xii, L.P. | Partner | Aug 2023 | B | ≈ 7.91% – 56.25% via Cd&R Ferdinand Holdings, L.P. |
| Cd&R Ferdinand Co Investor, L.P. | Partner | Aug 2023 | B | ≈ 3.96% – 37.5% via Cd&R Ferdinand Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners, Llc: 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Focus Financial Partners, Inc.: 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ferdinand Ffp Acquisition, Llc: 75% – 100% of Focus Financial Partners, Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings, Lp: 75% – 100% of Focus Financial Partners, Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Intermediate Holdings, Llc: 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners, Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Parent, Inc.: 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners, Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Cd&R Ferdinand Holdings, L.P.: 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners, Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Clayton Dubilier & Rice Fund Xii, L.P.: 50% – 75% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners, Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
- Cd&R Ferdinand Co Investor, L.P.: 25% – 50% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners, Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $88.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Fdc Investment Partners V Llc | Private Equity Fund | $23.3M | $100K | 50 |
| Fdc Investment Partners Vi Llc | Private Equity Fund | $19.9M | $100K | 46 |
| Fdc Investment Partners Iv Llc | Private Equity Fund | $19.8M | $100K | 43 |
| Fdc Investment Partners Vii, Llc | Private Equity Fund | $11.1M | $100K | 40 |
| Fdc Investment Partners Iii, Llc | Private Equity Fund | $9.0M | $100K | 35 |
| Fdc Investment Partners V A, Llc | Private Equity Fund | $3.0M | $100K | 55 |
| Fdc Investment Partners Ii Llc | Private Equity Fund | $1.8M | $100K | 35 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Investments $1.8B (79% of AUM) Mar 2026
- State Street $1.1B (73% of AUM) Apr 2021
- J.P. Morgan $375M (17% of AUM) Mar 2026
- First Republic Securities Company, Llc $325M (19% of AUM) Oct 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗