RGT WEALTH ADVISORS, LLC
Legal name: RGT WEALTH ADVISORS
CRD #104953 SEC #801-27090 DALLAS, TX 214-360-7000
SEC Registered Private Funds
Total AUM
$5.8B
Discretionary
$5.6B
Employees
68
Clients
251
Accounts
4,575
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AFFELDT, COLLEEN, MARIE | I | LIMITED PARTNER | NA | |
| AFFELDT, COLLEEN, MARIE | I | LIMITED PARTNER | NA | |
| AFFELDT, COLLEEN, MARIE | I | LIMITED PARTNER | NA | |
| AFFELDT, COLLEEN, MARIE | I | LIMITED PARTNER | NA | |
| AFFELDT, COLLEEN, MARIE | I | LIMITED PARTNER | NA | |
| AFFELDT, COLLEEN, MARIE | I | LIMITED PARTNER | NA | |
| AFFELDT, COLLEEN, MARIE | I | LIMITED PARTNER | NA | |
| AFFELDT, COLLEEN, MARIE | I | LIMITED PARTNER | NA | |
| AFFELDT, COLLEEN, MARIE | I | LIMITED PARTNER | NA | |
| AFFELDT, COLLEEN, MARIE | I | MEMBER | NA | |
| AFFELDT, COLLEEN, MARIE | I | MEMBER | NA | |
| AFFELDT, COLLEEN, MARIE | I | MEMBER | NA | |
| AFFELDT, COLLEEN, MARIE | I | MEMBER | NA | |
| BAE, STANLEY, SANGWON | I | LIMITED PARTNER | NA | |
| BAE, STANLEY, SANGWON | I | LIMITED PARTNER | NA | |
| BAE, STANLEY, SANGWON | I | LIMITED PARTNER | NA | |
| BAE, STANLEY, SANGWON | I | LIMITED PARTNER | NA | |
| BAE, STANLEY, SANGWON | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | MANAGING DIRECTOR | NA | |
| BONE, GREGORY, THOMAS | I | MANAGING DIRECTOR | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | MANAGING DIRECTOR | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | MANAGING DIRECTOR | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | MANAGING DIRECTOR | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | LIMITED PARTNER | NA | |
| BONE, GREGORY, THOMAS | I | MEMBER | NA | |
| BONE, GREGORY, THOMAS | I | MEMBER | NA | |
| BONE, GREGORY, THOMAS | I | MEMBER | NA | |
| BONE, GREGORY, THOMAS | I | MEMBER | NA | |
| BRICKER, JOHN, ALEXANDER | I | MEMBER | NA | |
| BRICKER, JOHN, ALEXANDER | I | MEMBER | NA | |
| BRICKER, JOHN, ALEXANDER | I | MEMBER | NA | |
| BRICKER, JOHN, ALEXANDER | I | MEMBER | NA | |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CARDWELL, CRAIG, GRAHAM | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Cox, John, Shelton | I | CHIEF OPERATING OFFICER | NA | Control |
| Cox, John, Shelton | I | CHIEF OPERATING OFFICER | NA | Control |
| Cox, John, Shelton | I | CHIEF OPERATING OFFICER | NA | Control |
| Cox, John, Shelton | I | CHIEF OPERATING OFFICER | NA | Control |
| Cox, John, Shelton | I | CHIEF OPERATING OFFICER | NA | Control |
| Cox, John, Shelton | I | CHIEF OPERATING OFFICER | NA | Control |
| Cox, John, Shelton | I | CHIEF OPERATING OFFICER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | MANAGING DIRECTOR | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | MANAGING DIRECTOR | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | PARTNER | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | MANAGING DIRECTOR | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | MANAGING DIRECTOR | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | MANAGING DIRECTOR | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | CHIEF OPERATING OFFICER AND LIMITED PARTNER | NA | Control |
| DAVIS BLANCHETTE, ASHLEY | I | LIMITED PARTNER | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | LIMITED PARTNER | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | LIMITED PARTNER | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | MEMBER | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | MEMBER | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | MEMBER | NA | |
| DAVIS BLANCHETTE, ASHLEY | I | MEMBER | NA | |
| GOLDENBERG, ADAM, CHARLES | I | MEMBER | NA | |
| GOLDENBERG, ADAM, CHARLES | I | MEMBER | NA | |
| GOLDENBERG, ADAM, CHARLES | I | MEMBER | NA | |
| GOLDENBERG, ADAM, CHARLES | I | MEMBER | NA | |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| HILL, ANNE, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, ANNE, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, ANNE, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, ANNE, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, ANNE, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, ANNE, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, ANNE, K | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUDSON, JEREMY, JOSEPH | I | LIMITED PARTNER | NA | |
| HUDSON, JEREMY, JOSEPH | I | LIMITED PARTNER | NA | |
| HUDSON, JEREMY, JOSEPH | I | LIMITED PARTNER | NA | |
| HUDSON, JEREMY, JOSEPH | I | LIMITED PARTNER | NA | |
| HUDSON, JEREMY, JOSEPH | I | LIMITED PARTNER | NA | |
| HUDSON, JEREMY, JOSEPH | I | LIMITED PARTNER | NA | |
| HUDSON, JEREMY, JOSEPH | I | LIMITED PARTNER | NA | |
| HUDSON, JEREMY, JOSEPH | I | LIMITED PARTNER | NA | |
| HUDSON, JEREMY, JOSEPH | I | LIMITED PARTNER | NA | |
| HUDSON, JEREMY, JOSEPH | I | MEMBER | NA | |
| HUDSON, JEREMY, JOSEPH | I | MEMBER | NA | |
| HUDSON, JEREMY, JOSEPH | I | MEMBER | NA | |
| HUDSON, JEREMY, JOSEPH | I | MEMBER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | LIMITED PARTNER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | MEMBER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | MEMBER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | MEMBER | NA | |
| JADLOW, JOANNA, CHRISTINE | I | MEMBER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | LIMITED PARTNER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | MEMBER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | MEMBER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | MEMBER | NA | |
| KRAUSS, MATTHEW, JOSEPH | I | MEMBER | NA | |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL AND LIMITED PARTNER | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL AND LIMITED PARTNER | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL AND LIMITED PARTNER | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL AND LIMITED PARTNER | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL AND LIMITED PARTNER | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL AND MEMBER | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL AND MEMBER | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL AND MEMBER | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL AND MEMBER | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL | NA | Control |
| Lodwick, Peter, Alan | I | MANAGING DIRECTOR | NA | Control |
| Lodwick, Peter, Alan | I | MANAGING DIRECTOR | NA | Control |
| Lodwick, Peter, Alan | I | MANAGING DIRECTOR | NA | Control |
| Lodwick, Peter, Alan | I | GENERAL COUNSEL | NA | Control |
| Lodwick, Peter, Alan | I | MANAGING DIRECTOR | NA | Control |
| Lodwick, Peter, Alan | I | MANAGING DIRECTOR | NA | Control |
| Lodwick, Peter, Alan | I | MANAGING DIRECTOR | NA | Control |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | LIMITED PARTNER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | MEMBER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | MEMBER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | MEMBER | NA | |
| MCCLANAHAN, KENNETH, MARK | I | MEMBER | NA | |
| NAKAMURA, LARRY, TRISTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PESIKOFF, HEATHER, MEDWICK | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| PESIKOFF, HEATHER, MEDWICK | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| PESIKOFF, HEATHER, MEDWICK | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| PESIKOFF, HEATHER, MEDWICK | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PESIKOFF, HEATHER, MEDWICK | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PESIKOFF, HEATHER, MEDWICK | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PESIKOFF, HEATHER, MEDWICK | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| PESIKOFF, HEATHER, MEDWICK | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PESIKOFF, HEATHER, MEDWICK | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| PESIKOFF, HEATHER, MEDWICK | I | CHIEF OPERATING OFFICER | NA | Control |
| RAFFAELE, STEPHEN, CRAIG | I | CHIEF FINANCIAL OFFICER AND CHIEF STRATEGY OFFICER | NA | Control |
| RAFFAELE, STEPHEN, CRAIG | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RAFFAELE, STEPHEN, CRAIG | I | CHIEF FINANCIAL OFFICER AND CHIEF STRATEGY OFFICER | NA | Control |
| RAFFAELE, STEPHEN, CRAIG | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RAFFAELE, STEPHEN, CRAIG | I | CHIEF FINANCIAL OFFICER AND CHIEF STRATEGY OFFICER | NA | Control |
| RAFFAELE, STEPHEN, CRAIG | I | CHIEF FINANCIAL OFFICER AND CHIEF STRATEGY OFFICER, LIMITED PARTNER | NA | Control |
| RAMIREZ, TIFFANY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMIREZ, TIFFANY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMIREZ, TIFFANY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMIREZ, TIFFANY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMIREZ, TIFFANY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMIREZ, TIFFANY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMIREZ, TIFFANY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMIREZ, TIFFANY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RAMIREZ, TIFFANY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| RGT CAPITAL GP, LLC | DE | GENERAL PARTNER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| ROSS, JAIME, E | I | MANAGER | NA | Control |
| SHOCKLEY, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | MANAGING DIRECTOR | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | LIMITED PARTNER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | MEMBER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | MEMBER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | MEMBER | NA | |
| SHOCKLEY, MICHAEL, JAMES | I | MEMBER | NA | |
| TARDY, JAMES, SPOTTSWOOD | I | MANAGING DIRECTOR | NA | |
| TARDY, JAMES, SPOTTSWOOD | I | MANAGING DIRECTOR | NA | |
| TARDY, JAMES, SPOTTSWOOD | I | MANAGING DIRECTOR | NA | |
| TARDY, JAMES, SPOTTSWOOD | I | MANAGING DIRECTOR | NA | |
| TARDY, JAMES, SPOTTSWOOD | I | MANAGING DIRECTOR | NA | |
| TARDY, JAMES, SPOTTSWOOD | I | LIMITED PARTNER | NA | |
| WEBER, TIMOTHY, MICHAEL | I | MANAGING DIRECTOR | NA | |
| WEBER, TIMOTHY, MICHAEL | I | MANAGING DIRECTOR | NA | |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH, LLC | DE | OWNER | E | Control |
| CI US HOLDINGS, INC. | DE | OWNER | D | Control |
| CI US HOLDINGS, INC. | DE | OWNER | D | Control |
| CI US HOLDINGS, INC. | DE | OWNER | D | Control |
| CI US HOLDINGS, INC. | DE | OWNER | D | Control |
| CI US HOLDINGS, INC. | DE | OWNER | D | Control |
| CI US HOLDINGS, INC. | DE | OWNER | D | Control |
| CI US HOLDINGS, INC. | DE | OWNER | D | Control |
| CI US HOLDINGS, INC. | DE | OWNER | D | Control |
| CI US HOLDINGS, INC. | DE | OWNER | D | Control |
| GRIEGE, MARK, CHARLES | I | OFFICER | C | Control |
| GRIEGE, MARK, CHARLES | I | MANAGING DIRECTOR | C | Control |
| GRIEGE, MARK, CHARLES | I | OFFICER | C | Control |
| GRIEGE, MARK, CHARLES | I | OFFICER | C | Control |
| GRIEGE, MARK, CHARLES | I | OFFICER | C | Control |
| GRIEGE, MARK, CHARLES | I | OFFICER | C | Control |
| GRIEGE, MARK, CHARLES | I | MANAGING DIRECTOR | C | Control |
| GRIEGE, MARK, CHARLES | I | OFFICER | C | Control |
| GRIEGE, MARK, CHARLES | I | PRESIDENT | C | Control |
| GRIEGE, MARK, CHARLES | I | PRESIDENT | C | Control |
| GRIEGE, MARK, CHARLES | I | OFFICER | C | Control |
| GRIEGE, MARK, CHARLES | I | OFFICER | C | Control |
| GRIEGE, MARK, CHARLES | I | OFFICER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | GENERAL PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | GENERAL PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | MANAGING DIRECTOR | C | Control |
| GRIEGE, MARK, CHARLES | I | LIIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | MANAGING DIRECTOR | C | Control |
| GRIEGE, MARK, CHARLES | I | GENERAL PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | GENERAL PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | GENERAL PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | MANAGING DIRECTOR | C | Control |
| GRIEGE, MARK, CHARLES | I | GENERAL PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | GENERAL PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIMITED PARTNER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIMITED PARTNER | C | Control |
| RGT-CI HOLDINGS, LLC | DE | OWNER | C | Control |
| RGT-CI HOLDINGS, LLC | DE | OWNER | C | Control |
| RGT-CI HOLDINGS, LLC | DE | OWNER | C | Control |
| RGT-CI HOLDINGS, LLC | DE | OWNER | C | Control |
| RGT-CI HOLDINGS, LLC | DE | OWNER | C | Control |
| RGT-CI HOLDINGS, LLC | DE | OWNER | C | Control |
| RGT-CI HOLDINGS, LLC | DE | OWNER | C | Control |
| RGT-CI HOLDINGS, LLC | DE | OWNER | C | Control |
| RGT-CI HOLDINGS, LLC | DE | OWNER | C | Control |
| THOELE, CHARLES, EDWARD | I | OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | CHAIRMAN & CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | CHAIRMAN | C | Control |
| THOELE, CHARLES, EDWARD | I | OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | GENERAL PARTNER AND CCO | C | Control |
| THOELE, CHARLES, EDWARD | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| THOELE, CHARLES, EDWARD | I | GENERAL PARTNER AND CCO | C | Control |
| THOELE, CHARLES, EDWARD | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| GRIEGE, MARK, CHARLES | I | LIMITED PARTNER | B | Control |
| GRIEGE, MARK, CHARLES | I | LIMITED PARTNER | B | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER, MANAGER AND MEMBER | B | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER, MANAGER AND MEMBER | B | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER, MANAGER AND MEMBER | B | Control |
| GRIEGE, MARK, CHARLES | I | CHIEF EXECUTIVE OFFICER, MANAGER AND MEMBER | B | Control |
| NARAYAN, ASH | I | PARTNER | B | |
| NARAYAN, ASH | I | SHAREHOLDER | B | |
| NARAYAN, ASH | I | SHAREHOLDER | B | |
| NARAYAN, ASH | I | PARTNER | B | |
| NARAYAN, ASH | I | PARTNER | B | |
| NARAYAN, ASH | I | PARTNER | B | |
| NARAYAN, ASH | I | LIMITED PARTNER | B | |
| NARAYAN, ASH | I | LIMITED PARTNER | B | |
| NARAYAN, ASH | I | LIMITED PARTNER | B | |
| NARAYAN, ASH | I | LIMITED PARTNER | B | |
| NARAYAN, ASH | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | SHAREHOLDER | B | |
| NOLAN, JOSEPH, PATRICK | I | SHAREHOLDER | B | |
| NOLAN, JOSEPH, PATRICK | I | PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | B | |
| NOLAN, JOSEPH, PATRICK | I | MANAGER AND MEMBER | B | Control |
| NOLAN, JOSEPH, PATRICK | I | MANAGER AND MEMBER | B | Control |
| NOLAN, JOSEPH, PATRICK | I | MANAGER AND MEMBER | B | Control |
| NOLAN, JOSEPH, PATRICK | I | MANAGER AND MEMBER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER AND CCO | B | Control |
| THOELE, CHARLES, EDWARD | I | GENERAL PARTNER AND CCO | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER AND CCO | B | Control |
| THOELE, CHARLES, EDWARD | I | GENERAL PARTNER AND CCO | B | Control |
| THOELE, CHARLES, EDWARD | I | GENERAL PARTNER AND CCO | B | Control |
| THOELE, CHARLES, EDWARD | I | GENERAL PARTNER AND CCO | B | Control |
| THOELE, CHARLES, EDWARD | I | GENERAL PARTNER AND CCO | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | LIMITED PARTNER | B | Control |
| THOELE, CHARLES, EDWARD | I | MANAGER AND MEMBER | B | Control |
| THOELE, CHARLES, EDWARD | I | MANAGER AND MEMBER | B | Control |
| THOELE, CHARLES, EDWARD | I | MANAGER AND MEMBER | B | Control |
| THOELE, CHARLES, EDWARD | I | MANAGER AND MEMBER | B | Control |
| AMACHER, TODD, RICHARD | I | MANAGING DIRECTOR | A | |
| AMACHER, TODD, RICHARD | I | PARTNER | A | |
| AMACHER, TODD, RICHARD | I | PARTNER | A | |
| AMACHER, TODD, RICHARD | I | PARTNER | A | |
| AMACHER, TODD, RICHARD | I | PARTNER | A | |
| AMACHER, TODD, RICHARD | I | MANAGING DIRECTOR | A | |
| AMACHER, TODD, RICHARD | I | PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | MANAGING DIRECTOR | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | MANAGING DIRECTOR | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | MANAGING DIRECTOR | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | LIMITED PARTNER | A | |
| AMACHER, TODD, RICHARD | I | MEMBER | A | |
| AMACHER, TODD, RICHARD | I | MEMBER | A | |
| AMACHER, TODD, RICHARD | I | MEMBER | A | |
| AMACHER, TODD, RICHARD | I | MEMBER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| BRICKER, JOHN, ALEXANDER, JR. | I | LIMITED PARTNER | A | |
| NARAYAN, ASH | I | MANAGING DIRECTOR | A | |
| NARAYAN, ASH | I | PARTNER | A | |
| NARAYAN, ASH | I | PARTNER | A | |
| NARAYAN, ASH | I | PARTNER | A | |
| NARAYAN, ASH | I | PARTNER | A | |
| NARAYAN, ASH | I | MANAGING DIRECTOR | A | |
| NARAYAN, ASH | I | PARTNER | A | |
| NARAYAN, ASH | I | LIMITED PARTNER | A | |
| NARAYAN, ASH | I | LIMITED PARTNER | A | |
| NARAYAN, ASH | I | LIMITED PARTNER | A | |
| NARAYAN, ASH | I | MANAGING DIRECTOR | A | |
| NARAYAN, ASH | I | LIMITED PARTNER | A | |
| NARAYAN, ASH | I | MANAGING DIRECTOR | A | |
| NARAYAN, ASH | I | LIMITED PARTNER | A | |
| NARAYAN, ASH | I | LIMITED PARTNER | A | |
| NARAYAN, ASH | I | MANAGING DIRECTOR | A | |
| NARAYAN, ASH | I | LIMITED PARTNER | A | |
| NOLAN, JOSEPH, PATRICK | I | MANAGING DIRECTOR | A | |
| NOLAN, JOSEPH, PATRICK | I | PARTNER | A | |
| NOLAN, JOSEPH, PATRICK | I | PARTNER | A | |
| NOLAN, JOSEPH, PATRICK | I | PARTNER | A | |
| NOLAN, JOSEPH, PATRICK | I | PARTNER | A | |
| NOLAN, JOSEPH, PATRICK | I | MANAGING DIRECTOR | A | |
| NOLAN, JOSEPH, PATRICK | I | PARTNER | A | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | A | |
| NOLAN, JOSEPH, PATRICK | I | MANAGING DIRECTOR | A | |
| NOLAN, JOSEPH, PATRICK | I | MANAGING DIRECTOR | A | |
| NOLAN, JOSEPH, PATRICK | I | LIMITED PARTNER | A | |
| NOLAN, JOSEPH, PATRICK | I | MANAGING DIRECTOR | A | |
| TARDY, JAMES, SPOTTSWOOD | I | LIMITED PARTNER | A | |
| TARDY, JAMES, SPOTTSWOOD | I | LIMITED PARTNER | A | |
| TARDY, JAMES, SPOTTSWOOD | I | MEMBER | A | |
| TARDY, JAMES, SPOTTSWOOD | I | MEMBER | A | |
| TARDY, JAMES, SPOTTSWOOD | I | MEMBER | A | |
| TARDY, JAMES, SPOTTSWOOD | I | MEMBER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | LIMITED PARTNER | A | |
| WEBER, TIMOTHY, MICHAEL | I | MEMBER | A | |
| WEBER, TIMOTHY, MICHAEL | I | MEMBER | A | |
| WEBER, TIMOTHY, MICHAEL | I | MEMBER | A | |
| WEBER, TIMOTHY, MICHAEL | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GRIEGE, MARK, CHARLES | I | RGT-CI HOLDINGS, LLC | F | Control |
| GRIEGE, MARK, CHARLES | I | RGT-CI HOLDINGS, LLC | F | Control |
| GRIEGE, MARK, CHARLES | I | RGT-CI HOLDINGS, LLC | F | Control |
| GRIEGE, MARK, CHARLES | I | RGT-CI HOLDINGS, LLC | F | Control |
| GRIEGE, MARK, CHARLES | I | RGT-CI HOLDINGS, LLC | F | Control |
| GRIEGE, MARK, CHARLES | I | RGT-CI HOLDINGS, LLC | F | Control |
| GRIEGE, MARK, CHARLES | I | RGT-CI HOLDINGS, LLC | F | Control |
| NOLAN, JOSEPH, PATRICK | I | RGT-CI HOLDINGS, LLC | F | Control |
| NOLAN, JOSEPH, PATRICK | I | RGT-CI HOLDINGS, LLC | F | Control |
| NOLAN, JOSEPH, PATRICK | I | RGT-CI HOLDINGS, LLC | F | Control |
| NOLAN, JOSEPH, PATRICK | I | RGT-CI HOLDINGS, LLC | F | Control |
| NOLAN, JOSEPH, PATRICK | I | RGT-CI HOLDINGS, LLC | F | Control |
| NOLAN, JOSEPH, PATRICK | I | RGT-CI HOLDINGS, LLC | F | Control |
| NOLAN, JOSEPH, PATRICK | I | RGT-CI HOLDINGS, LLC | F | Control |
| THOELE, CHARLES, EDWARD | I | RGT-CI HOLDINGS, LLC | F | Control |
| THOELE, CHARLES, EDWARD | I | RGT-CI HOLDINGS, LLC | F | Control |
| THOELE, CHARLES, EDWARD | I | RGT-CI HOLDINGS, LLC | F | Control |
| THOELE, CHARLES, EDWARD | I | RGT-CI HOLDINGS, LLC | F | Control |
| THOELE, CHARLES, EDWARD | I | RGT-CI HOLDINGS, LLC | F | Control |
| THOELE, CHARLES, EDWARD | I | RGT-CI HOLDINGS, LLC | F | Control |
| THOELE, CHARLES, EDWARD | I | RGT-CI HOLDINGS, LLC | F | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS INC | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS INC | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS INC | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US, LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US, LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI PRIVATE WEALTH US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI PRIVATE WEALTH US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, INC | DE | CIPW HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CI PRIVATE WEALTH HOLDINGS, LLC | E | Control |
| CIPW HOLDINGS, LLC | DE | CI PRIVATE WEALTH, LLC | E | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| GRIEGE, MARK, CHARLES | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
| THOELE, CHARLES, EDWARD | I | RGT CAPITAL GP, LLC | D | Control |
Registrations
Federal
IA
Nov 18, 2022 REGISTERED
Notice Filings (15)
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