TRAN CAPITAL MANAGEMENT, L.P.
CRD #107049 SEC #801-9747 SAN RAFAEL, CA 415-461-3800
SEC Registered
Total AUM
$958.7M
Discretionary
$933.4M
Employees
7
Clients
--
Accounts
329
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- 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 |
|---|---|---|---|---|
| EISENBARTH, EMILY, MARCH | I | LIMITED PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | LIMITED PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | LIMITED PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | CHIEF OPERATING OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | LIMITED PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | LIMITED PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | LIMITED PARTNER/CHIEF OPERATING OFFICER | NA | Control |
| EISENBARTH, EMILY, MARCH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IM, MICHAEL | I | DIRECTOR OF RESEARCH/ASSOCIATE PORTFOLIO MANAGER AND PARTNER | NA | Control |
| IM, MICHAEL | I | PARTNER AND DIRECTOR OF RESEARCH | NA | Control |
| IM, MICHAEL | I | PARTNER AND DIRECTOR OF RESEARCH | NA | Control |
| IM, MICHAEL | I | PARTNER AND DIRECTOR OF RESEARCH | NA | Control |
| IM, MICHAEL | I | PARTNER AND DIRECTOR OF RESEARCH | NA | Control |
| IM, MICHAEL | I | PARTNER AND DIRECTOR OF RESEARCH | NA | Control |
| IM, MICHAEL | I | PARTNER AND DIRECTOR OF RESEARCH | NA | Control |
| IM, MICHAEL | I | PARTNER AND DIRECTOR OF RESEARCH | NA | Control |
| IM, MICHAEL | I | PARTNER AND DIRECTOR OF RESEARCH | NA | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LIMITED PARTNER | NA | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LIMITED PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF CAPITAL PARTNERS, LLC. | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LATEEF GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | NA | |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | NA | |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | NA | |
| LEACHMAN, JUSTUS, H. | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| LEACHMAN, JUSTUS, H. | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| LEACHMAN, JUSTUS, H. | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | GENERAL PARTNER | NA | Control |
| SHEPHERD, JOHN, RICHARD | I | LIMITED PARTNER | NA | |
| SHEPHERD, JOHN, RICHARD | I | LIMITED PARTNER | NA | |
| SHEPHERD, JOHN, RICHARD | I | LIMITED PARTNER | NA | |
| SHEPHERD, JOHN, RICHARD | I | LIMITED PARTNER | NA | Control |
| SLATE, HEATHER, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SLATE, HEATHER, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SLATE, HEATHER, NICOLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRAN CAPITAL GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| TRAN CAPITAL GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| TRAN CAPITAL GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| TRAN CAPITAL GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| TRAN CAPITAL GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| TRAN CAPITAL GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| TRAN CAPITAL GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| TRAN CAPITAL GENERAL PARTNER, LLC | DE | GENERAL PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| TRAN, QUOC, KINH | I | MANAGING PARTNER AND CHIEF INVESTMENT OFFICER | NA | Control |
| TRAN, QUOC, KINH | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHIEF INVESTMENT OFFICER AND MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, MANAGING PARTNER | NA | Control |
| TRAN, QUOC, KINH | I | CHAIRMAN AND CHIEF INVESTMENT OFFICER, MANAGING PARTNER | NA | Control |
| VAN DER WAL, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN DER WAL, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN DER WAL, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN DER WAL, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VAN DER WAL, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLSON, RYAN, FAULK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILLSON, RYAN, FAULK | I | GENERAL PARTNER | NA | Control |
| WILLSON, RYAN, FAULK | I | GENERAL PARTNER | NA | Control |
| WILLSON, RYAN, FAULK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILLSON, RYAN, FAULK | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LIMITED PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LIMITED PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LIMITED PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LIMITED PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LIMITED PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LIMITED PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LIMITED PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LIMITED PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LIMITED PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | CHIEF OPERATING OFFICER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | MANAGING PARTNER AND CHIEF OPERATING OFFICER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | MANAGING PARTNER AND CHIEF OPERATING OFFICER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | COO/CFO/CCO AND MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | COO/CFO/CCO AND MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | COO/CFO/CCO AND MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | COO/CFO/CCO AND MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | COO/CFO/CCO AND MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | COO/CFO/CCO AND MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | COO/CFO/CCO AND MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | COO/CFO/CCO AND MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, AND MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | NA | Control |
| WINTERHALTER, ERIC, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | NA | Control |
| YAMADA, KOUJI | I | CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY | NA | Control |
| YAMADA, KOUJI | I | CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY | NA | Control |
| YAMADA, KOUJI | I | CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY | NA | Control |
| YAMADA, KOUJI | I | CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY | NA | Control |
| YAMADA, KOUJI | I | CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY | NA | Control |
| YAMADA, KOUJI | I | CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY | NA | Control |
| YAMADA, KOUJI | I | CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY | NA | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| LATEEF MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| TRAN CAPITAL MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| TRAN CAPITAL MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| TRAN CAPITAL MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| TRAN CAPITAL MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| TRAN CAPITAL MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| TRAN CAPITAL MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| TRAN CAPITAL MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| TRAN CAPITAL MANAGEMENT, LLC | DE | LIMITED PARTNER | D | Control |
| DONALD I. ZIMMERMAN, SOLE TRUSTEE OF DONALD I. AND SUZANNE ZIMMERMAN REVOCABLE TRUST OF 2001 | DE | LIMITED PARTNER | C | |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| LATEEF MGL, LLC | DE | LIMITED PARTNER | C | Control |
| ROLAND D. UNDERHILL, SOLE TRUSTEE OF ROLAND D. AND GITI UNDERHILL 1991 TRUST | DE | LIMITED PARTNER | C | Control |
| ROLAND D. UNDERHILL, SOLE TRUSTEE OF ROLAND D. AND GITI UNDERHILL 1991 TRUST | DE | GENERAL/LIMITED PARTNER | C | Control |
| ROLAND D. UNDERHILL, SOLE TRUSTEE OF ROLAND D. AND GITI UNDERHILL 1991 TRUST | DE | LIMITED PARTNER | C | Control |
| ROLAND D. UNDERHILL, SOLE TRUSTEE OF ROLAND D. AND GITI UNDERHILL 1991 TRUST | DE | GENERAL/LIMITED PARTNER | C | Control |
| ROLAND D. UNDERHILL, SOLE TRUSTEE OF ROLAND D. AND GITI UNDERHILL 1991 TRUST | DE | GENERAL/LIMITED PARTNER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER/CHIEF EXECUTIVE OFFICER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER/CHIEF EXECUTIVE OFFICER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER/CHIEF EXECUTIVE OFFICER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | CHIEF EXECUTIVE OFFICER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | CHIEF EXECUTIVE OFFICER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER/CHIEF EXECUTIVE OFFICER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER/CHIEF EXECUTIVE OFFICER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER/CHIEF EXECUTIVE OFFICER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER/CHIEF EXECUTIVE OFFICER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER/CHIEF EXECUTIVE OFFICER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER/CHIEF EXECUTIVE OFFICER | C | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | C | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | C | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | C | Control |
| TRAN CAPITAL MGL, LLC | DE | LIMITED PARTNER | C | Control |
| TRAN CAPITAL MGL, LLC | DE | LIMITED PARTNER | C | Control |
| TRAN CAPITAL MGL, LLC | DE | LIMITED PARTNER | C | Control |
| TRAN CAPITAL MGL, LLC | DE | LIMITED PARTNER | C | Control |
| TRAN CAPITAL MGL, LLC | DE | LIMITED PARTNER | C | Control |
| TRAN CAPITAL MGL, LLC | DE | LIMITED PARTNER | C | Control |
| TRAN CAPITAL MGL, LLC | DE | LIMITED PARTNER | C | Control |
| TRAN CAPITAL MGL, LLC | DE | LIMITED PARTNER | C | Control |
| UNDERHILL, ROLAND, DENTON | I | GENERAL/LIMITED PARTNER | C | Control |
| UNDERHILL, ROLAND, DENTON | I | GENERAL/LIMITED PARTNER | C | Control |
| ZIMMERMAN, DONALD, IRVING | I | LIMITED PARTNER | C | Control |
| ZIMMERMAN, DONALD, IRVING | I | LIMITED PARTNER | C | Control |
| CHAPMAN, SCOTT, ANDREW | I | LIMITED PARTNER | B | Control |
| CHAPMAN, SCOTT, ANDREW | I | LIMITED PARTNER | B | |
| CHAPMAN, SCOTT, ANDREW | I | GENERAL/LIMITED PARTNER | B | Control |
| CHAPMAN, SCOTT, ANDREW | I | LIMITED PARTNER | B | Control |
| CHAPMAN, SCOTT, ANDREW | I | GENERAL/LIMITED PARTNER | B | Control |
| CHAPMAN, SCOTT, ANDREW | I | LIMITED PARTNER | B | |
| CHAPMAN, SCOTT, ANDREW | I | LIMITED PARTNER | B | |
| JUSTUS H. LEACHMAN, TRUSTEE JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | LIMITED PARTNER | B | Control |
| JUSTUS H. LEACHMAN, TRUSTEE JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | LIMITED PARTNER | B | Control |
| JUSTUS H. LEACHMAN, TRUSTEE JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | CHIEF COMPLIANCE OFFICER & GENERAL/LIMITED PARTNER | B | Control |
| JUSTUS H. LEACHMAN, TRUSTEE JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | LIMITED PARTNER | B | Control |
| JUSTUS H. LEACHMAN, TRUSTEE JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | CHIEF COMPLIANCE OFFICER & GENERAL/LIMITED PARTNER | B | Control |
| JUSTUS H. LEACHMAN, TRUSTEE JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | LIMITED PARTNER | B | Control |
| JUSTUS H. LEACHMAN, TRUSTEE JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | LIMITED PARTNER | B | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LIMITED PARTNER | B | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | GENERAL PARTNER | B | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LIMITED PARTNER | B | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | GENERAL PARTNER | B | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | GENERAL PARTNER | B | Control |
| LATEEF, KHATEEB, AFSAR | I | GENERAL PARTNER | B | Control |
| LATEEF, KHATEEB, AFSAR | I | GENERAL PARTNER | B | Control |
| LEACHMAN, JUSTUS, H. | I | CHIEF COMPLIANCE OFFICER | B | Control |
| LEACHMAN, JUSTUS, H. | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ROSEMONT PARTNERS II, LP | DE | LIMITED PARTNER | B | |
| ROSEMONT PARTNERS II, LP | DE | LIMITED PARTNER | B | |
| ROSEMONT PARTNERS II, LP | DE | LIMITED PARTNER | B | |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER | B | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER | B | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | GENERAL/LIMITED PARTNER | B | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER | B | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | GENERAL/LIMITED PARTNER | B | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER | B | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LIMITED PARTNER | B | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | B | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | B | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | B | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | B | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | B | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | B | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | B | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | B | Control |
| BECKHAM, RICHARD, DANIEL | I | CHIEF OPERATING OFFICER | A | Control |
| IM, MICHAEL | I | DIRECTOR OF RESEARCH/ASSOCIATE PORTFOLIO MANAGER AND MANAGING PARTNER | A | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LIMITED PARTNER | A | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LIMITED PARTNER | A | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LIMITED PARTNER | A | Control |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | A | Control |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | A | Control |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | A | Control |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | A | Control |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | A | Control |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | A | Control |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | A | Control |
| LAVIN, JENNIFER, LEIGH | I | LIMITED PARTNER | A | Control |
| LAVIN, JENNIFER, LEIGH | I | ASSIGNEE, ECONOMIC INTEREST | A | |
| LAVIN, JENNIFER, LEIGH | I | ASSIGNEE, ECONOMIC INTEREST | A | |
| LAVIN, JENNIFER, LEIGH | I | ASSIGNEE, ECONOMIC INTEREST | A | |
| SAUER, MATTHEW, FRANCIS | I | LIMITED PARTNER | A | Control |
| SAUER, MATTHEW, FRANCIS | I | LIMITED PARTNER | A | Control |
| SAUER, MATTHEW, FRANCIS | I | LIMITED PARTNER | A | Control |
| SAUER, MATTHEW, FRANCIS | I | LIMITED PARTNER | A | Control |
| SAUER, MATTHEW, FRANCIS | I | LIMITED PARTNER | A | Control |
| SAUER, MATTHEW, FRANCIS | I | LIMITED PARTNER | A | Control |
| SAUER, MATTHEW, FRANCIS | I | LIMITED PARTNER | A | Control |
| SAUER, MATTHEW, FRANCIS | I | LIMITED PARTNER | A | Control |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | A | |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | A | |
| TARKENTON, JAMES, MICHAEL | I | LIMITED PARTNER | A | |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | A | |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | A | |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | A | |
| TRAN, QUOC, KINH | I | LIMITED PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BURKHART, CHARLES, B. | I | ROSEMONT INVESTMENT PARTNERS, LLC | F | Control |
| BURKHART, CHARLES, B. | I | ROSEMONT INVESTMENT PARTNERS, LLC | F | Control |
| BURKHART, CHARLES, B. | I | ROSEMONT INVESTMENT PARTNERS, LLC | F | Control |
| CHAPMAN, SCOTT, ANDREW | I | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | Control |
| CHAPMAN, SCOTT, ANDREW | I | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | Control |
| JUSTUS H. LEACHMAN, TRUSTEE OF JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | Control |
| JUSTUS H. LEACHMAN, TRUSTEE OF JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | Control |
| KHATEEB AFSAR LATEEF | DE | SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | F | Control |
| KHATEEB AFSAR LATEEF | DE | SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | F | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARNTER | F | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARNTER | F | Control |
| ROLAND D. UNDERHILL, SOLE TRUSTEE OF ROLAND D AND GITI UNDERHILL 1991 TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | Control |
| ROLAND D. UNDERHILL, SOLE TRUSTEE OF ROLAND D AND GITI UNDERHILL 1991 TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | Control |
| ROSEMONT INVESTMENT PARTNERS II, LLC | DE | ROSEMONT PARTNERS II, LP | F | Control |
| ROSEMONT INVESTMENT PARTNERS II, LLC | DE | ROSEMONT PARTNERS II, LP | F | Control |
| ROSEMONT INVESTMENT PARTNERS II, LLC | DE | ROSEMONT PARTNERS II, LP | F | Control |
| ROSEMONT INVESTMENT PARTNERS, LLC | DE | ROSEMONT INVESTMENT PARTNERS II, LLC | F | Control |
| ROSEMONT INVESTMENT PARTNERS, LLC | DE | ROSEMONT INVESTMENT PARTNERS II, LLC | F | Control |
| ROSEMONT INVESTMENT PARTNERS, LLC | DE | ROSEMONT INVESTMENT PARTNERS II, LLC | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON | DE | SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | F | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | Control |
| SILVERA, DAVID, DIBLEE | I | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | |
| SILVERA, DAVID, DIBLEE | I | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | |
| SILVERA, DAVID, DIBLEE | I | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | F | |
| MCCARTHY GROUP, LLC | DE | MG FINANCIAL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | MG FINANCIAL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | MG FINANCIAL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | MG FINANCIAL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | MG FINANCIAL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | MG FINANCIAL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | MG FINANCIAL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | MG FINANCIAL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | MG FINANCIAL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | MG FINANCIAL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | LATEEF MGL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | TRAN CAPITAL MGL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | TRAN CAPITAL MGL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | TRAN CAPITAL MGL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | TRAN CAPITAL MGL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | TRAN CAPITAL MGL, LLC | E | Control |
| MCCARTHY GROUP, LLC | DE | TRAN CAPITAL MGL, LLC | E | Control |
| MG FINANCIAL, LLC | DE | LATEEF MGL, LLC | E | Control |
| MG FINANCIAL, LLC | DE | LATEEF MGL, LLC | E | Control |
| MG FINANCIAL, LLC | DE | LATEEF MGL, LLC | E | Control |
| MG FINANCIAL, LLC | DE | LATEEF MGL, LLC | E | Control |
| MG FINANCIAL, LLC | DE | LATEEF MGL, LLC | E | Control |
| MG FINANCIAL, LLC | DE | LATEEF MGL, LLC | E | Control |
| MG FINANCIAL, LLC | DE | LATEEF MGL, LLC | E | Control |
| MG FINANCIAL, LLC | DE | LATEEF MGL, LLC | E | Control |
| MG FINANCIAL, LLC | DE | LATEEF MGL, LLC | E | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | LATEEF MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | TRAN CAPITAL MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | TRAN CAPITAL MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | TRAN CAPITAL MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | TRAN CAPITAL MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | TRAN CAPITAL MANAGEMENT, LLC | D | Control |
| TRAN, QUOC, KINH | I | TRAN CAPITAL MANAGEMENT, LLC | D | Control |
| JUSTUS H. LEACHMAN, TRUSTEE OF JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | C | Control |
| JUSTUS H. LEACHMAN, TRUSTEE OF JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | C | Control |
| JUSTUS H. LEACHMAN, TRUSTEE OF JUSTUS H. AND THERESA Y. LEACHMAN REVOCABLE FAMILY TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | C | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARNTER | C | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARNTER | C | Control |
| KHATEEB AFSAR LATEEF, SOLE TRUSTEE OF REVOCABLE TRUST AGREEMENT OF KHATEEB AFSAR LATEEF AND PATRICIA ANN LATEEF | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARNTER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | C | Control |
| RYAN F. WILLSON, SOLE TRUSTEE OF RYAN F. WILLSON AND CYNTHIA R. WILLSON LIVING TRUST | DE | LATEEF CAPITAL PARTNERS, LLC. THE GENERAL PARTNER | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | LATEEF MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | TRAN CAPITAL MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | TRAN CAPITAL MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | TRAN CAPITAL MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | TRAN CAPITAL MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | TRAN CAPITAL MANAGEMENT, LLC | C | Control |
| WINTERHALTER, ERIC, ARTHUR | I | TRAN CAPITAL MANAGEMENT, LLC | C | Control |
| YAMADA, KOUJI | I | LATEEF MANAGEMENT, LLC | C | Control |
| YAMADA, KOUJI | I | LATEEF MANAGEMENT, LLC | C | Control |
| YAMADA, KOUJI | I | LATEEF MANAGEMENT, LLC | C | Control |
| YAMADA, KOUJI | I | LATEEF MANAGEMENT, LLC | C | Control |
| YAMADA, KOUJI | I | LATEEF MANAGEMENT, LLC | C | Control |
| YAMADA, KOUJI | I | LATEEF MANAGEMENT, LLC | C | Control |
| YAMADA, KOUJI | I | LATEEF MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (50)
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 RI SC SD TN TX UT VA VT WA WI WV
Address
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Phone: 415-461-3800