1 | | Primary Brickell | Miami | US | | Investment Management | N/A | Ian Chester, CAIA | Principal at FivePoint Capital Management |
2 | | Primary 370 Highland Ave Suite 200 | Piedmont | US | | Investment Management | N/A | Dean Shin | N/A |
3 | | 3205 NW 63rd St | Oklahoma City | US | | Investment Management | N/A | N/A | N/A |
4 | | Primary 4401 S Tamarac St | Denver | US | | Investment Management | N/A | Talia Cohen | Instagram Manager at Be a Friend, Make a Friend |
5 | | Primary 275 Sacramento Street 8th Floor | San Francisco | US | | Investment Management | N/A | Wade Pitts | Working with families in tech who have unique balance sheets (concentrated equity, company ownership) |
6 | | Primary PO BOX 2574 | Canyon Lake | US | | Investment Management | N/A | N/A | N/A |
7 | | 108 W Broad Ave | Albany | US | | Investment Management | N/A | N/A | N/A |
8 | | Primary 320 YORK RD | TOWSON | US | | Investment Management | N/A | Ting Li, CPA | Accounting Manager at DLA Piper |
9 | | Primary 1700 S MacDill Ave | Tampa | US | | Investment Management | N/A | Maximillian Amster | Chief Executive Officer at Veridis Management LLC |
10 | | Primary 2150 S 1300 E 110 | Salt Lake City | US | | Investment Management | N/A | Brock Bowden | Wealth Advisor at Fortress Asset Management |
11 | | Primary 21 North Ave | Burlington | US | | Investment Management | N/A | Peter Rothschild | Co-Founder and Chief Technology Officer at Viken Detection |
12 | | Primary 4040 East Bristol Road Suite #1 | Burton | US | | Investment Management | N/A | Dougie Richardson | Student at Mott Community College |
13 | | Primary 2657-G Annapolis Rd | Hanover | US | | Investment Management | N/A | Jon Vandenheuvel | Executive Director E-Commerce Africa at DP World |
14 | | 207 Washburne Ave | Paynesville | US | | Investment Management | N/A | N/A | N/A |
15 | | Primary 800 3rd Ave | New York | US | | Investment Management | N/A | Ahmad Zuaiter | Jadara Capital Partners LLC |
16 | | 5694 Mission Center Rd | San Diego | US | | Investment Management | N/A | Ana Ituarte | Effective Leader, Committed, Connected, In Service of Others. |
17 | | Primary 12222 Merit Drive, Suite 1050 | Dallas | US | | Investment Management | N/A | Patty Ries | Compliance Manager at Fortune Wealth Management, LLC |
18 | | 2 Portland Sq | Portland | US | | Investment Management | N/A | Dennis Mason, IACCP® | Fund Compliance Officer at Apex Fund Services |
19 | | Primary 101 California | San Francisco | US | | Investment Management | N/A | N/A | N/A |
20 | | Primary 391 Sutter St | San Francisco | US | | Investment Management | N/A | N/A | N/A |