OSBORNE PARTNERS CAPITAL MANAGEMENT LLC
Legal name: OSBORNE PARTNERS
CRD #108100 SEC #801-56319 SAN FRANCISCO, CA 415-362-5637
SEC Registered Private Funds
Total AUM
$2.4B
Discretionary
$2.3B
Employees
20
Clients
101
Accounts
2,015
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 28, 2025
- Branch Offices
- 1
- LEI
- 254900YZKINCO7FK7S26
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALLENTINE, JAMES, MACALLAN | I | CAPITAL INVESTOR | NA | |
| BALLENTINE, JAMES, MACALLAN | I | CAPITAL INVESTOR | NA | |
| BALLENTINE, JAMES, MACALLAN | I | CAPITAL INVESTOR | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| CHENG, ALICIA, WAN-LING | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| ELSE, CHARLES, JOSEPH | I | PRINCIPAL | NA | Control |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FABIAN, CHRISTY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HARTELL, MICHAEL, JOHN | DE | OF COUNSEL PORTFOLIO MANAGER | NA | |
| HAUT, DANIEL, MANES | I | PORTFOLIO COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | PORTFOLIO COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HAUT, DANIEL, MANES | I | WEALTH COUNSELOR/PRINCIPAL | NA | |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER/CAPITAL INVESTOR | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER/CAPITAL INVESTOR | NA | Control |
| HEDLUND, ROBERT, GUSTAF | I | EXECUTIVE COMMITTEE OFFICER/CAPITAL INVESTOR | NA | Control |
| KIRK, JOHN, ALEXANDER | I | CAPITAL INVESTOR | NA | |
| KIRK, JOHN, ALEXANDER | I | CAPITAL INVESTOR | NA | |
| KIRK, JOHN, ALEXANDER | I | CAPITAL INVESTOR | NA | |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER/PARTNER | NA | Control |
| MCDADE III, HERBERT, H. | I | CAPITAL INVESTOR | NA | |
| MCDADE III, HERBERT, H. | I | CAPITAL INVESTOR | NA | |
| MCDADE III, HERBERT, H. | I | CAPITAL INVESTOR | NA | |
| MICHIE, BRIAN, KIRK | DE | DIRECTOR OF CLIENT DEVELOPMENT | NA | |
| MICHIE, BRIAN, KIRK | DE | DIRECTOR OF CLIENT DEVELOPMENT | NA | |
| MICHIE, BRIAN, KIRK | DE | DIRECTOR OF CLIENT DEVELOPMENT | NA | |
| OSBORNE, CHARLES, DEVENS | I | PRESIDENT/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | PRESIDENT/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | PRESIDENT/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | PRESIDENT/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | NA | Control |
| SEYMOUR, JEFFREY, JOSEPH | I | CAPITAL INVESTOR | NA | |
| SEYMOUR, JEFFREY, JOSEPH | I | CAPITAL INVESTOR | NA | |
| SEYMOUR, JEFFREY, JOSEPH | I | CAPITAL INVESTOR | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| SKAALEN, JAY, MICHAEL | I | ANALYST/PRINCIPAL | NA | |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VILLARINA, NORMAN, DINO | I | EXECUTIVE COMMITTEE OFFICER | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| VON BERG, SONIA, J | I | CHIEF OPERATING OFFICER/PRINCIPAL | NA | Control |
| Von Berg, Sonia, J | I | CHIEF OPERATIONS OFFICER/PRINCIPAL | NA | Control |
| Von Berg, Sonia, J | I | CHIEF OPERATIONS OFFICER/PRINCIPAL | NA | Control |
| Von Berg, Sonia, J | I | CHIEF OPERATIONS OFFICER/PRINCIPAL | NA | Control |
| Von Berg, Sonia, J | I | CHIEF OPERATIONS OFFICER/PRINCIPAL | NA | Control |
| Von Berg, Sonia, J | I | CHIEF OPERATIONS OFFICER/PRINCIPAL | NA | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | D | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | D | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | D | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | D | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | D | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | D | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | CAPITAL INVESTOR IN FIRM | C | |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | CAPITAL INVESTOR IN FIRM | C | |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY IN FIRM | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OPCM HOLDINGS, LLC | DE | CAPITAL INVESTOR ENTITY | C | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | C | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | C | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | C | Control |
| OSBORNE, CHARLES, DEVENS | I | PRESIDENT/PRINCIPAL PARTNER | C | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | C | Control |
| OSBORNE, CHARLES, DEVENS | DE | PRESIDENT/PRINCIPAL PARTNER | C | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| FOCUS FINANCIAL PARTNERS, LLC | DE | CAPITAL INVESTOR ENTITY | B | |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | DE | PORTFOLIO MANAGER/PARTNER | B | |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| GILLOOLY, ROBERT, CHRISTOPHER | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| INDUSTRY CAPITAL PARTNERS, LLC | DE | CAPITAL INVESTOR IN FIRM | B | |
| INDUSTRY CAPITAL PARTNERS, LLC | DE | CAPITAL INVESTOR IN FIRM | B | |
| INDUSTRY CAPITAL PARTNERS, LLC | DE | CAPITAL INVESTOR IN FIRM | B | |
| INDUSTRY CAPITAL PARTNERS, LLC | DE | CAPITAL INVESTOR IN FIRM | B | |
| INDUSTRY CAPITAL PARTNERS, LLC | DE | CAPITAL INVESTOR IN FIRM | B | |
| INDUSTRY CAPITAL PARTNERS, LLC | DE | CAPITAL INVESTOR IN FIRM | B | |
| INDUSTRY CAPITAL PARTNERS, LLC | DE | CAPITAL INVESTOR IN FIRM | B | |
| INDUSTRY CAPITAL PARTNERS, LLC | DE | CAPITAL INVESTOR IN FIRM | B | |
| KENEALY, DEGLIN, FRANCIS | I | HEAD OF GLOBAL DEVELOPMENT | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | HEAD OF GLOBAL DEVELOPMENT | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | HEAD OF GLOBAL DEVELOPMENT | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | HEAD OF GLOBAL DEVELOPMENT | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | B | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | B | |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | CHIEF EXECUTIVE OFFICER | B | Control |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | B | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | B | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | B | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | B | |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | DE | PORTFOLIO MANAGER/PARTNER | B | |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | PORTFOLIO MANAGER/PARTNER | B | Control |
| MCNICHOLS, JUSTIN, WELLINGTON | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PARTNER | B | Control |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | B | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | B | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | B | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | B | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | B | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | B | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | B | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | B | |
| VILLARINA, NORMAN, D. | DE | EXECUTIVE COMMITTEE OFFICER | B | Control |
| VILLARINA, NORMAN, D. | DE | EXECUTIVE COMMITTEE OFFICER | B | Control |
| VILLARINA, NORMAN, D. | DE | EXECUTIVE COMMITTEE OFFICER | B | Control |
| VILLARINA, NORMAN, D. | DE | EXECUTIVE COMMITTEE OFFICER | B | Control |
| VILLARINA, NORMAN, D. | DE | EXECUTIVE COMMITTEE OFFICER | B | Control |
| VILLARINA, NORMAN, D. | DE | EXECUTIVE COMMITTEE OFFICER | B | Control |
| VILLARINA, NORMAN, D. | DE | EXECUTIVE COMMITTEE OFFICER | B | Control |
| VILLARINA, NORMAN, D. | DE | EXECUTIVE COMMITTEE OFFICER | B | Control |
| VILLARINA, NORMAN, D. | DE | EXECUTIVE COMMITTEE OFFICER | B | Control |
| GALLO, SHANNON, STACY | DE | DIRECTOR OF CLIENT SERVICES/COMPLIANCE OFFICER/PARTNER | A | Control |
| GALLO, SHANNON, STACY | DE | DIRECTOR OF CLIENT SERVICES/COMPLIANCE OFFICER/PARTNER | A | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | A | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | A | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | A | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | A | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | A | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | A | |
| KENEALY, DEGLIN, FRANCIS | I | BOARD MEMBER/ADVISOR | A | |
| LEMON, SHANNON, STACY | DE | DIRECTOR OF CLIENT SERVICES/CCO/PARTNER | A | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER | A | |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER | A | |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER | A | |
| LEMON, SHANNON, STACY | DE | DIRECTOR OF CLIENT SERVICES/CCO/PARTNER | A | Control |
| LEMON, SHANNON, STACY | DE | DIRECTOR OF CLIENT SERVICES/CCO/PARTNER | A | Control |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER | A | |
| LEMON, SHANNON, STACY | I | CHIEF COMPLIANCE OFFICER | A | |
| LEMON, SHANNON, STACY | DE | DIRECTOR OF CLIENT SERVICES/CCO/PARTNER | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL PARTNER | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD/PRINCIPAL | A | Control |
| OSBORNE, CHARLES, DEVENS | I | CHAIRMAN OF THE BOARD | A | Control |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A | |
| RIVER BIRCH CAPITAL PARTNERS, LP | DE | CAPITAL INVESTOR IN FIRM | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| HEDLUND, ROBERT, GUSTAF | I | RIVER BIRCH CAPITAL GP, LLC | F | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OSBORNE PARTNERS CAPITAL MANAGEMENT | F | Control |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| RIVER BIRCH CAPITAL GP, LLC | DE | RIVER BIRCH CAPITAL PARTNERS, LP | F | |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL MANAGEMENT, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| WERTHEIMER, DOUGLAS, STEPHEN | I | INDUSTRY CAPITAL PARTNERS II, LLC. | F | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | E | Control |
| OPCM HOLDING, LLC | DE | INDUSTRY CAPITAL PARTNERS II, LLC. | E | Control |
| OPCM HOLDING, LLC | DE | INDUSTRY CAPITAL PARTNERS II, LLC. | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL MANAGEMENT, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| VILLARINA, NORMAN, DINO | I | INDUSTRY CAPITAL PARTNERS II, LLC | E | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | C | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | C | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | C | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | C | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | C | Control |
| INDUSTRY CAPITAL PARTNERS II, LLC. | DE | OPCM HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Oct 28, 2025 REGISTERED
Notice Filings (25)
AZ CA CO CT FL HI ID IL IN LA MA ME MN MO NE NH NJ NV NY OK OR PA TX VA WA
Address
ONE EMBARCADERO CENTERSTE 4100
SAN FRANCISCO, CA 94111
United States
Phone: 415-362-5637