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Nugroho Soeharto

24 Years of Experience
Los Angeles, CA

Nugroho Soeharto is a registered investment advisor at Focused Investors LLC, based in Los Angeles, CA, with 24 years of industry experience. Nugroho operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
3 clients
Average Client Portfolio
$1.1B average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$250M
Investment management only (planning not offered)

Focused Investors manages investments for larger clients through separately managed accounts and for smaller clients through a limited partnership fund. Here's how the fees work:

Separately Managed Accounts:

  • First $10 million: 0.90% per year
  • Next $10 million: 0.70% per year
  • Next $80 million: 0.50% per year
  • Next $100 million: 0.45% per year
  • Next $200 million: 0.40% per year
  • Over $400 million: 0.25% per year

The Fund:

  • First $10 million: 1.00% per year
  • Next $10 million: 0.80% per year
  • Over $20 million: 0.60% per year
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Location

1999 Avenue of the Stars, Suite 3320, Los Angeles, CA, 90212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Focused Investors LLC
April 2008 - Present · 18 yrs 1 mo
Previous Registrations
Saddle Peak Asset Management, LLC
January 2006 - March 2008 · 2 yrs 2 mos
Pacific Financial Research Investment Management
July 2001 - January 2006 · 4 yrs 6 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nugroho Soeharto - Financial Advisor | TrueAdvisor