SEGALL BRYANT & HAMILL, LLC
Legal name: SEGALL BRYANT & HAMILL
CRD #106505 SEC #801-47232 CHICAGO, IL 1-800-836-4265
SEC Registered Private Funds
Total AUM
$21.3B
Discretionary
$21.3B
Employees
98
Clients
0
Accounts
2,991
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 10, 2025
- Branch Offices
- 4
- LEI
- 54930071TXHX24MK8P61
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| ABOOD, THOMAS, JOSEPH | I | MEMBER, MANAGEMENT COMMITTEE; SECRETARY | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRONTZ, JASPER, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOLDHABER, CAROLYN, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GOLDHABER, CAROLYN, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GOLDHABER, CAROLYN, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| GOLDHABER, CAROLYN, B | I | PRESIDENT | NA | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; | NA | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HILDERBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HILDERBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LYTHBERG, PAUL, ALAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| MITCHELL, LEE, MARK | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SEGALL, RALPH, MARVIN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| THOMA, CARL, DEE | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| THOMA, CARL, DEE | I | MEMBER, MANAGEMENT COMMITTEE | NA | Control |
| WASHBURN, JOAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WASHBURN, JOAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WASHBURN, JOAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| ZIERMANN, PAMELA, KAY REINITZ | I | SR. VICE PRESIDENT, COMPLIANCE AND HUMAN RESOURCES; CHIEF COMPLIANCE OFFICER | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | SR. VICE PRESIDENT, COMPLIANCE AND HUMAN RESOURCES; CHIEF COMPLIANCE OFFICER | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | SR. VICE PRESIDENT, COMPLIANCE; CHIEF COMPLIANCE OFFICER | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | VICE PRESIDENT, COMPLIANCE AND HUMAN RESOURCES | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | SR. VICE PRESIDENT, COMPLIANCE; CHIEF COMPLIANCE OFFICER | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | SR. VICE PRESIDENT, COMPLIANCE AND HUMAN RESOURCES; CHIEF COMPLIANCE OFFICER | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | VICE PRESIDENT, COMPLIANCE AND HUMAN RESOURCES | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | SR. VICE PRESIDENT, COMPLIANCE AND HUMAN RESOURCES; CHIEF COMPLIANCE OFFICER | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | SR. VICE PRESIDENT, COMPLIANCE AND HUMAN RESOURCES; CHIEF COMPLIANCE OFFICER | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | SR. VICE PRESIDENT, COMPLIANCE AND HUMAN RESOURCES; CHIEF COMPLIANCE OFFICER | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | VICE PRESIDENT, COMPLIANCE AND HUMAN RESOURCES | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | VICE PRESIDENT, COMPLIANCE AND HUMAN RESOURCES | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | SR. VICE PRESIDENT, COMPLIANCE; CHIEF COMPLIANCE OFFICER | NA | |
| ZIERMANN, PAMELA, KAY REINITZ | I | SR. VICE PRESIDENT, COMPLIANCE; CHIEF COMPLIANCE OFFICER | NA | |
| CI US HOLDINGS INC. | DE | OWNER | E | Control |
| CI US HOLDINGS INC. | DE | OWNER | E | Control |
| CI US HOLDINGS INC. | DE | OWNER | E | Control |
| CI US HOLDINGS INC. | DE | OWNER | E | Control |
| CI US HOLDINGS INC. | DE | OWNER | E | Control |
| CI US HOLDINGS INC. | DE | OWNER | E | Control |
| CI US HOLDINGS INC. | DE | OWNER | E | Control |
| CORIENT HOLDINGS INC | DE | OWNER | E | Control |
| CORIENT HOLDINGS INC | DE | OWNER | E | Control |
| CORIENT HOLDINGS INC | DE | OWNER | E | Control |
| CORIENT HOLDINGS INC | DE | OWNER | E | Control |
| CORIENT HOLDINGS INC | DE | OWNER | E | Control |
| CORIENT MANAGEMENT LLC | DE | OWNER | E | Control |
| CORIENT MANAGEMENT LLC | DE | OWNER | E | Control |
| CORIENT MANAGEMENT LLC | DE | OWNER | E | Control |
| CORIENT MANAGEMENT LLC | DE | OWNER | E | Control |
| CORIENT MANAGEMENT LLC | DE | OWNER | E | Control |
| CORIENT MANAGEMENT LLC | DE | OWNER | E | Control |
| CORIENT MANAGEMENT LLC | DE | OWNER | E | Control |
| CORIENT MANAGEMENT LLC | DE | OWNER | E | Control |
| CORIENT MANAGEMENT LLC | DE | OWNER | E | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| TB LAKESHORE, LLC | DE | OWNER | D | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY ADVISORY SERVICES LLC | DE | OWNER | C | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | C | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | C | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | C | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | C | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | C | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | C | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | C | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | C | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | C | Control |
| SBHE LLC | DE | OWNER | C | |
| SBHE LLC | DE | OWNER | C | |
| SBHE LLC | DE | OWNER | C | |
| SBHE LLC | DE | OWNER | C | |
| SBHE LLC | DE | OWNER | C | |
| SBHE LLC | DE | OWNER | C | |
| SBHE LLC | DE | OWNER | C | |
| SBHE LLC | DE | OWNER | C | |
| SBHE LLC | DE | OWNER | C | |
| TB LAKESHORE, LLC | DE | OWNER | C | Control |
| TB LAKESHORE, LLC | DE | OWNER | C | Control |
| TB LAKESHORE, LLC | DE | OWNER | C | Control |
| TB LAKESHORE, LLC | DE | OWNER | C | Control |
| TB LAKESHORE, LLC | DE | OWNER | C | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| BRYANT, CHARLES, ALFRED | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC. | B | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | B | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | B | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | B | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | B | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | B | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | B | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | B | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | B | Control |
| DOUGHERTY, MICHAEL, EMMETT | I | MEMBER, MANAGEMENT COMMITTEE | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBGP HOLDINGS, INC. | DE | OWNER | B | Control |
| SBHELLC | DE | OWNER | B | |
| SBHELLC | DE | OWNER | B | |
| SBHELLC | DE | OWNER | B | |
| SBHELLC | DE | OWNER | B | |
| SBHELLC | DE | OWNER | B | |
| SBHELLC | DE | OWNER | B | |
| SBHELLC | DE | OWNER | B | |
| SBHELLC | DE | OWNER | B | |
| SBHELLC | DE | OWNER | B | |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; 50% OWNER OF SBGP HOLDINGS, INC., TREASURER | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| SEGALL, RALPH, MARVIN | I | MEMBER, MANAGEMENT COMMITTEE; OWNER THROUGH SBGP HOLDINGS, INC. | B | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
| HILDEBRANDT, PHILIP, LEON | I | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGEMENT COMMITTEE | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | 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 | CORIENT HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CORIENT HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS INC. | E | Control |
| CI FINANCIAL CORP | FE | CORIENT HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CORIENT HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CORIENT HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CORIENT HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CORIENT HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CORIENT HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CORIENT HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CORIENT HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CORIENT HOLDINGS INC | E | Control |
| CORIENT HOLDINGS INC | DE | CORIENT MANAGEMENT LLC | E | Control |
| CORIENT HOLDINGS INC | DE | CORIENT MANAGEMENT LLC | E | Control |
| CORIENT HOLDINGS INC | DE | CORIENT MANAGEMENT LLC | E | Control |
| CORIENT HOLDINGS INC | DE | CORIENT MANAGEMENT LLC | E | Control |
| CORIENT HOLDINGS INC | DE | CORIENT MANAGEMENT LLC | E | Control |
| CORIENT HOLDINGS INC | DE | CORIENT MANAGEMENT LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| DOUGHERTY FINANCIAL GROUP LLC | DE | DOUGHERTY ADVISORY SERVICES LLC | E | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| THOMA BRAVO PARTNERS X, L.P. | DE | TB LAKESHORE, LLC | D | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| BRYANT, CHARLES, ALFRED | I | SBGP HOLDINGS, INC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
| THOMA BRAVO SPECIAL OPPORTUNITIES FUND I AIV, L.P. | DE | TB LAKESHORE, LLC | C | Control |
Registrations
Federal
IA
Oct 10, 2025 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
10 SOUTH WACKER DRIVESUITE 3100
CHICAGO, IL 60606
United States
Phone: 1-800-836-4265