MONTICELLO ASSOCIATES INC
CRD #107392 SEC #801-51758 DENVER, CO 303-572-6300
SEC Registered
Total AUM
--
Discretionary
--
Employees
57
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 27, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| ADAMS, AMANDA, LOUISE | I | MANAGING DIRECTOR - DIRECTOR OF RESEARCH | NA | Control |
| AMBOIAN, JOHN, PETER | I | MEMBER, BOARD OF DIRECTORS CCM | NA | |
| BARTOLETTI, TERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARTOLETTI, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| BARTOLETTI, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| BARTOLETTI, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| BARTOLETTI, TERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARTOLETTI, TERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARTOLETTI, TERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARTOLETTI, TERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARTOLETTI, TERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARTOLETTI, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| BARTOLETTI, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| BARTOLETTI, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR / CHIEF OPERATING OFFICER | NA | Control |
| BEAL, CARLA | I | MANAGING DIRECTOR / CHIEF OPERATING OFFICER | NA | Control |
| BECKER, ERIC, DAVID | I | MEMBER, BOARD OF DIRECTORS CCM | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DOYLE, WILLIAM, CHRISTOPHER | I | MANAGING DIRECTOR | NA | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | NA | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | NA | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | NA | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | NA | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | NA | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | NA | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | NA | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | NA | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | NA | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | NA | Control |
| DURHAM, BRENTON, GRADY | I | MEMBER, BOARD OF DIRECTORS CCM | NA | Control |
| GILOMEN, KAREN, S | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GILOMEN, KAREN, S | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GILOMEN, KAREN, S | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GILOMEN, KAREN, S | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GILOMEN, KAREN, S | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GILOMEN, KAREN, S | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GILOMEN, KAREN, S | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GILOMEN, KAREN, S | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | NA | Control |
| HARVAN III, JOHN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| HARVAN III, JOHN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| HARVAN III, JOHN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| HARVAN III, JOHN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| HARVAN III, JOHN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| HARVAN III, JOHN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HAYS, WESTLEY, MORGAN | I | MANAGING DIRECTOR | NA | Control |
| HOTT, CRISTINA, KAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOTT, CRISTINA, KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOTT, CRISTINA, KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOTT, CRISTINA, KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOTT, CRISTINA, KAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, WILLIAM, C | I | MANAGING DIRECTOR | NA | Control |
| HOWARD, WILLIAM, C | I | MANAGING DIRECTOR | NA | Control |
| HOWARD, WILLIAM, C | I | MANAGING DIRECTOR | NA | Control |
| HOWARD, WILLIAM, C | I | MANAGING DIRECTOR | NA | Control |
| HOWARD, WILLIAM, C | I | MANAGING DIRECTOR | NA | Control |
| HOWARD, WILLIAM, C | I | MANAGING DIRECTOR | NA | Control |
| KERR, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KERR, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KERR, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KRAWCZAK, JOSEPH, VINCENT | I | MANAGING DIRECTOR | NA | Control |
| KRAWCZAK, JOSEPH, VINCENT | I | MANAGING DIRECTOR | NA | Control |
| KRAWCZAK, JOSEPH, VINCENT | I | MANAGING DIRECTOR | NA | Control |
| KRAWCZAK, JOSEPH, VINCENT | I | MANAGING DIRECTOR | NA | Control |
| KRAWCZAK, JOSEPH, VINCENT | I | MANAGING DIRECTOR | NA | Control |
| KRAWCZAK, JOSEPH, VINCENT | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| Kilpela, Jennifer, Mandeville | I | MANAGING DIRECTOR | NA | Control |
| PROC, KAREN, SUE | I | GENERAL COUNSEL | NA | Control |
| PROC, KAREN, SUE | I | GENERAL COUNSEL | NA | Control |
| PROC, KAREN, SUE | I | GENERAL COUNSEL | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| RIEDLIN, JOHN, ERIC | I | MANAGING DIRECTOR | NA | Control |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SAPP, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHATTUCK, MAYO, A | I | MEMBER, BOARD OF DIRECTORS CCM | NA | |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | NA | Control |
| STEIN, AVY, HOWARD | I | MEMBER, BOARD OF DIRECTORS CCM | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| SWARTZ, TERESA, ANN | I | VICE PRESIDENT - CHIEF FINANCIAL OFFICER | NA | Control |
| TRAMONTANO, PAUL, ERIC | I | MEMBER, BOARD OF DIRECTORS CCM | NA | |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | SENIOR MANAGING DIRECTOR | NA | Control |
| Terborgh, Andrew, George | I | SENIOR MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | NA | Control |
| CRESSET INVESTMENT CONSULTING, LLC | DE | HOLDING COMPANY | E | |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | E | Control |
| MONTICELLO HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONTICELLO HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONTICELLO HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONTICELLO HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONTICELLO HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONTICELLO HOLDINGS, LLC. | DE | SHAREHOLDER | E | Control |
| MONTICELLO HOLDINGS, LLC. | DE | SHAREHOLDER | E | Control |
| MONTICELLO HOLDINGS, LLC. | DE | SHAREHOLDER | E | Control |
| MONTICELLO HOLDINGS, LLC. | DE | SHAREHOLDER | E | Control |
| MONTICELLO HOLDINGS, LLC. | DE | SHAREHOLDER | E | Control |
| MONTICELLO HOLDINGS, LLC. | DE | SHAREHOLDER | E | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | D | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | D | Control |
| DURHAM, BRENTON, GRADY | I | EXECUTIVE CHAIRMAN | D | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | D | Control |
| DURHAM, BRENTON, GRADY | I | EXECUTIVE CHAIRMAN | D | Control |
| DURHAM, BRENTON, GRADY | I | EXECUTIVE CHAIRMAN | D | Control |
| DURHAM, BRENTON, GRADY | I | EXECUTIVE CHAIRMAN | D | Control |
| DURHAM, BRENTON, GRADY | I | EXECUTIVE CHAIRMAN | D | Control |
| DURHAM, BRENTON, GRADY | I | EXECUTIVE CHAIRMAN | D | Control |
| DURHAM, BRENTON, GRADY | I | EXECUTIVE CHAIRMAN | D | Control |
| DURHAM, BRENTON, GRADY | I | EXECUTIVE CHAIRMAN | D | Control |
| DURHAM, BRENTON, GRADY | I | EXECUTIVE CHAIRMAN | D | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | C | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | C | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | C | Control |
| DURHAM, BRENTON, GRADY | I | PRESIDENT | C | Control |
| DURHAM, LORI, PAYNE | I | TREASURER | C | Control |
| DURHAM, LORI, PAYNE | I | TREASURER | C | Control |
| DURHAM, LORI, PAYNE | I | TREASURER | C | Control |
| DURHAM, LORI, PAYNE | I | TREASURER | C | Control |
| SULLIVAN, PATRICK, FRANCIS | I | SENIOR MANAGING DIRECTOR | B | Control |
| SULLIVAN, PATRICK, FRANCIS | I | SENIOR MANAGING DIRECTOR | B | Control |
| SULLIVAN, PATRICK, FRANCIS | I | SENIOR MANAGING DIRECTOR | B | Control |
| SULLIVAN, PATRICK, FRANCIS | I | SENIOR MANAGING DIRECTOR | B | Control |
| SULLIVAN, PATRICK, FRANCIS | I | SENIOR MANAGING DIRECTOR | B | Control |
| SULLIVAN, PATRICK, FRANCIS | I | SENIOR MANAGING DIRECTOR | B | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| CLEWORTH, MONTGOMERY, CLARKSON | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HALVORSEN, STEVEN, ERIK | I | MANAGING DIRECTOR | A | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | A | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | A | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | A | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | A | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | A | Control |
| HARRIGAN, BRIAN, PATRICK | I | MANAGING DIRECTOR | A | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | A | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | A | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | A | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | A | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | A | Control |
| SLETTEN, JEFFREY, DEAN | I | MANAGING DIRECTOR | A | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | A | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | A | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | A | Control |
| SULLIVAN, PATRICK, FRANCIS | I | MANAGING DIRECTOR | A | Control |
| SULLIVAN, PATRICK, FRANCIS | I | SENIOR MANAGING DIRECTOR | A | Control |
| SULLIVAN, PATRICK, FRANCIS | I | SENIOR MANAGING DIRECTOR | A | Control |
| Terborgh, Andrew, George | I | SENIOR MANAGING DIRECTOR | A | Control |
| Terborgh, Andrew, George | I | SENIOR MANAGING DIRECTOR | A | Control |
| Terborgh, Andrew, George | I | SENIOR MANAGING DIRECTOR | A | Control |
| Terborgh, Andrew, George | I | SENIOR MANAGING DIRECTOR | A | Control |
| Terborgh, Andrew, George | I | SENIOR MANAGING DIRECTOR | A | Control |
| Terborgh, Andrew, George | I | SENIOR MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
| ZIMMERMAN, KEVIN, ANDREW | I | MANAGING DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DURHAM, BRENTON, GRADY | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, BRENTON, GRADY | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, BRENTON, GRADY | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, BRENTON, GRADY | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, BRENTON, GRADY | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, BRENTON, GRADY | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, BRENTON, GRADY | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, BRENTON, GRADY | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, BRENTON, GRADY | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, LORI, PAYNE | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, LORI, PAYNE | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, LORI, PAYNE | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, LORI, PAYNE | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, LORI, PAYNE | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, LORI, PAYNE | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, LORI, PAYNE | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, LORI, PAYNE | I | MONTICELLO HOLDINGS, LLC. | D | Control |
| DURHAM, LORI, PAYNE | I | MONTICELLO HOLDINGS, LLC. | D | Control |
Registrations
Federal
IA
Oct 27, 2025 REGISTERED
Notice Filings (13)
CA CO DC GA IL MA MI NC NY OH TX VA WA
Address
1800 LARIMER STREETSUITE 2100
DENVER, CO 80202
United States
Phone: 303-572-6300