REGENTATLANTIC CAPITAL, LLC
Legal name: REGENTATLANTIC
CRD #105995 SEC #801-17301 MORRISTOWN, NJ 973-425-8420
SEC Registered Private Funds
Total AUM
$6.2B
Discretionary
$6.2B
Employees
71
Clients
--
Accounts
2,131
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2023
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEENE, JASON, BRENT | I | MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MANAGING PARTNER | NA | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MANAGING PARTNER | NA | Control |
| BEENE, JASON, BRENT | I | MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MANAGING PARTNER | NA | Control |
| BEENE, JASON, BRENT | I | MANAGING PARTNER | NA | Control |
| BEENE, JASON, BRENT | I | MANAGING PARTNER | NA | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | BOARD MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | BOARD MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | BOARD MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | BOARD MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | BOARD MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | BOARD MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | BOARD MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | BOARD MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | BOARD MEMBER | NA | Control |
| BEENE, JASON, BRENT | I | BOARD MEMBER | NA | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | BOARD MEMBER | NA | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | BOARD MEMBER | NA | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | BOARD MEMBER | NA | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | BOARD MEMBER | NA | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | BOARD MEMBER | NA | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | BOARD MEMBER | NA | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | BOARD MEMBER | NA | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | BOARD MEMBER | NA | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | BOARD MEMBER | NA | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | BOARD MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | BOARD MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | BOARD MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | MANAGING MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | BOARD MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | BOARD MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | BOARD MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | BOARD MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | BOARD MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | BOARD MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | BOARD MEMBER | NA | Control |
| HOCHBERG, JONATHAN, JAY | I | BOARD MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | VICE PRESIDENT | NA | Control |
| KAZANCHY, BRIAN, A. | I | VICE PRESIDENT | NA | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING PARTNER | NA | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | BOARD MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | BOARD MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | BOARD MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | BOARD MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | BOARD MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | BOARD MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | BOARD MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | BOARD MEMBER | NA | Control |
| KAZANCHY, BRIAN, A. | I | BOARD MEMBER | NA | Control |
| KAZANCHY, BRIAN, HAROLD ALEXANDER | I | BOARD MEMBER | NA | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | NA | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | NA | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | NA | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | NA | Control |
| MARLOW, JAMES, RICHARD FOSTER | I | PRESIDENT/CEO | NA | Control |
| MARLOW, JAMES, RICHARD FOSTER | I | PRESIDENT/CEO | NA | Control |
| MARLOW, JAMES, RICHARD FOSTER | I | PRESIDENT/CEO | NA | Control |
| MORRISON, DEBRA, LYNN | I | VICE PRESIDENT | NA | Control |
| MORRISON, DEBRA, LYNN | I | VICE PRESIDENT | NA | Control |
| MORRISON, DEBRA, LYNN | I | VICE PRESIDENT | NA | Control |
| MORRISON, DEBRA, LYNN | I | VICE PRESIDENT | NA | Control |
| MORRISON, DEBRA, LYNN | I | VICE PRESIDENT | NA | Control |
| MORRISON, DEBRA, LYNN | I | VICE PRESIDENT | NA | Control |
| MORRISON, DEBRA, LYNN | I | VICE PRESIDENT | NA | Control |
| MORRISON, DEBRA, LYNN | I | VICE PRESIDENT | NA | Control |
| NAKAMURA, LARRY, TRISTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAKAMURA, LARRY, TRISTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEWTON, JANE, PALMER | I | VICE PRESIDENT | NA | Control |
| NEWTON, JANE, PALMER | I | VICE PRESIDENT | NA | Control |
| NEWTON, JANE, PALMER | I | BOARD MEMBER | NA | Control |
| NEWTON, JANE, PALMER | I | BOARD MEMBER | NA | Control |
| NEWTON, JANE, PALMER | I | BOARD MEMBER | NA | Control |
| NEWTON, JANE, PALMER | I | BOARD MEMBER | NA | Control |
| NEWTON, JANE, PALMER | I | BOARD MEMBER | NA | Control |
| NEWTON, JANE, PALMER | I | BOARD MEMBER | NA | Control |
| NEWTON, JANE, PALMER | I | BOARD MEMBER | NA | Control |
| NEWTON, JANE, PALMER | I | BOARD MEMBER | NA | Control |
| NEWTON, JANE, PALMER | I | BOARD MEMBER | NA | Control |
| NEWTON, JANE, PALMER | I | BOARD MEMBER | NA | Control |
| O'BRIEN, CHADDERDON, WARD | I | BOARD MEMBER | NA | Control |
| O'BRIEN, CHADDERDON, WARD | I | BOARD MEMBER | NA | Control |
| O'BRIEN, CHADDERDON, WARD | I | BOARD MEMBER | NA | Control |
| O'BRIEN, CHADDERDON, WARD | I | BOARD MEMBER | NA | Control |
| O'BRIEN, CHADDERDON, WARD | I | BOARD MEMBER | NA | Control |
| O'BRIEN, CHADDERDON, WARD | I | BOARD MEMBER | NA | Control |
| O'BRIEN, CHADDERDON, WARD | I | BOARD MEMBER | NA | Control |
| O'BRIEN, CHADDERDON, WARD | I | BOARD MEMBER | NA | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATIONS OFFICER | NA | |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATIONS OFFICER | NA | |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATIONS OFFICER | NA | |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND BOARD MEMBER;CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND BOARD MEMBER;CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND BOARD MEMBER;CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND BOARD MEMBER;CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND BOARD MEMBER;CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND BOARD MEMBER;CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND BOARD MEMBER;CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND BOARD MEMBER;CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND BOARD MEMBER | NA | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND BOARD MEMBER | NA | Control |
| PLATKIN, PAUL, STUART | I | BOARD MEMBER | NA | Control |
| PLATKIN, PAUL, STUART | I | BOARD MEMBER | NA | Control |
| PLATKIN, PAUL, STUART | I | BOARD MEMBER | NA | Control |
| PLATKIN, PAUL, STUART | I | BOARD MEMBER | NA | Control |
| PLATKIN, PAUL, STUART | I | BOARD MEMBER | NA | Control |
| PLATKIN, PAUL, STUART | I | BOARD MEMBER | NA | Control |
| PLATKIN, PAUL, STUART | I | BOARD MEMBER | NA | Control |
| PLATKIN, PAUL, STUART | I | BOARD MEMBER | NA | Control |
| PRENTICE, MARGARET | I | CHIEF MARKETING OFFICER | NA | Control |
| PRENTICE, MARGARET | I | CHIEF MARKETING OFFICER | NA | Control |
| PRENTICE, MARGARET | I | CHIEF MARKETING OFFICER | NA | Control |
| PRENTICE, MARGARET | I | CHIEF MARKETING OFFICER | NA | Control |
| PRENTICE, MARGARET, VIVIAN | I | CHIEF MARKETING OFFICER | NA | |
| PRENTICE, MARGARET, VIVIAN | I | CHIEF MARKETING OFFICER | NA | |
| PRENTICE, MARGARET, VIVIAN | I | CHIEF MARKETING OFFICER | NA | |
| PRENTICE, MARGARET, VIVIAN | I | CHIEF MARKETING OFFICER | NA | |
| PROKOP, JOHN, THOMAS | I | VICE PRESIDENT | NA | |
| PROKOP, JOHN, THOMAS | I | VICE PRESIDENT | NA | |
| REILLY, JAMES, WILLIAM | I | VICE PRESIDENT | NA | |
| REILLY, JAMES, WILLIAM | I | VICE PRESIDENT | NA | |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | NA | Control |
| STAPLETON, GEORGE, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND BOARD MEMBER | NA | Control |
| STEINER, MICHAEL, R. | I | VICE PRESIDENT | NA | Control |
| STEINER, MICHAEL, R. | I | VICE PRESIDENT | NA | Control |
| STEINER, MICHAEL, R. | I | VICE PRESIDENT | NA | Control |
| STEINER, MICHAEL, R. | I | VICE PRESIDENT | NA | Control |
| STEINER, MICHAEL, R. | I | BOARD MEMBER | NA | Control |
| STEINER, MICHAEL, R. | I | BOARD MEMBER | NA | Control |
| STEINER, MICHAEL, R. | I | BOARD MEMBER | NA | Control |
| STEINER, MICHAEL, R. | I | BOARD MEMBER | NA | Control |
| STEINER, MICHAEL, R. | I | BOARD MEMBER | NA | Control |
| STEINER, MICHAEL, R. | I | BOARD MEMBER | NA | Control |
| STEINER, MICHAEL, R. | I | BOARD MEMBER | NA | Control |
| STEINER, MICHAEL, R. | I | BOARD MEMBER | NA | Control |
| STEINER, MICHAEL, R. | I | BOARD MEMBER | NA | Control |
| STEINER, MICHAEL, RONALD | I | BOARD MEMBER | NA | Control |
| 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 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 US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH, LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH, LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH, LLC | DE | OWNER | E | Control |
| BUGEN, DAVID, HENRY | I | MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | C | Control |
| BUGEN, DAVID, HENRY | I | MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | C | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | C | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | C | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | C | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | C | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | C | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | C | Control |
| BUGEN, DAVID, HENRY | I | MANAGING PARTNER | C | Control |
| BUGEN, DAVID, HENRY | I | MANAGING MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | MANAGING PARTNER | C | Control |
| BUGEN, DAVID, HENRY | I | MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | MANAGING PARTNER | C | Control |
| BUGEN, DAVID, HENRY | I | MANAGING PARTNER | C | Control |
| BUGEN, DAVID, HENRY | I | CHAIRMAN AND MANAGING PARTNER | C | Control |
| BUGEN, DAVID, HENRY | I | MANAGING MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | MANAGING MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | MANAGING MEMBER | C | Control |
| BUGEN, DAVID, HENRY | I | MEMBER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | CEO | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | CEO | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | CEO | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | CEO | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | CEO | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | CEO | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | CEO AND MANAGING PARTNER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | CEO | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | CEO | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER, CEO AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER, CEO AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | C | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | C | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | C | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | C | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | C | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | C | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | C | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | C | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | B | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | B | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | B | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | B | Control |
| BUGEN, DAVID, HENRY | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | VICE PRESIDENT | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | B | Control |
| CORDARO, CHRISTOPHER, JOSEPH | I | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER | B | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | B | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | B | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | B | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | B | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | B | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | B | Control |
| KNOX, WILLIAM, TYNDALE | I | VICE PRESIDENT | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING PARTNER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING PARTNER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING PARTNER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING PARTNER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | PRESIDENT, CHIEF OPERATING OFFICER AND MANAGING PARTNER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATING OFFICER AND MANAGING MEMBER;CHIEF COMPLIANCE OFFICER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STEINER, MICHAEL, R. | I | MANAGING MEMBER | B | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | B | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | B | Control |
| STUART, EDWARD, MARCHAND | I | MEMBER | B | |
| STUART, EDWARD, MARCHAND | I | MEMBER | B | |
| STUART, EDWARD, MARCHAND | I | MEMBER | B | |
| STUART, EDWARD, MARCHAND | I | MEMBER | B | |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | B | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | B | Control |
| STUART, EDWARD, MARCHAND | I | VICE PRESIDENT | B | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| BEENE, JASON, BRENT | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| KAZANCHY, BRIAN, A. | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| NEWTON, JANE, PALMER | I | MANAGING MEMBER | A | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATIONS OFFICER;CHIEF COMPLIANCE OFFICER | A | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATIONS OFFICER;CHIEF COMPLIANCE OFFICER | A | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATIONS OFFICER;CHIEF COMPLIANCE OFFICER | A | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATIONS OFFICER;CHIEF COMPLIANCE OFFICER | A | Control |
| PAPADOPOLO, JENNIFER, ERIN | I | CHIEF OPERATIONS OFFICER;CHIEF COMPLIANCE OFFICER | A | Control |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | PARTNER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | PARTNER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | PARTNER | A | |
| STEINER, MICHAEL, R. | I | PARTNER | A | |
| STEINER, MICHAEL, R. | I | PARTNER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A | |
| STEINER, MICHAEL, R. | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CI FINANCIAL CORP | FE | CI US HOLDINGS, LLC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS, LLC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS, LLC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS, LLC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS, LLC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS, LLC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS, LLC | 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 HOLDINGS LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI PRIVATE WEALTH HOLDINGS LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CI US HOLDINGS, INC | DE | CIPW HOLDINGS LLC | E | Control |
| CI US HOLDINGS, INC | DE | CIPW HOLDINGS, LLC | E | Control |
| CI US HOLDINGS, INC | DE | CIPW HOLDINGS LLC | E | Control |
| CI US HOLDINGS, LLC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, LLC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, LLC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, LLC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, LLC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, LLC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, LLC | DE | CI US, 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 |
| 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 | CIPW HOLDINGS LLC | E | Control |
| CIPW HOLDINGS LLC | DE | CI PRIVATE WEALTH, LLC | E | Control |
| CIPW HOLDINGS LLC | DE | CI PRIVATE WEALTH, LLC | E | Control |
| CIPW HOLDINGS, LLC | DE | CI PRIVATE WEALTH, LLC | E | Control |
Registrations
Federal
IA
Mar 27, 2023 REGISTERED
Notice Filings (32)
AZ CA CO CT DC DE FL GA IL LA MA MD ME MI MT NC NE NH NJ NM NV NY OH OR PA RI SC SD TX VA VT WA
Address
60 COLUMBIA ROADBUILDING A SUITE 300
MORRISTOWN, NJ 07960
United States
Phone: 973-425-8420