DENALI ADVISORS, LLC
CRD #110242 SEC #801-60039 SAN DIEGO, CA 858-558-3600
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
13
Clients
--
Accounts
312
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 2
- LEI
- 5493008VUBJIINNYJ873
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELKE, ROBERT, MYLES | I | MANAGER | NA | Control |
| BELKE, ROBERT, MYLES | I | MANAGER | NA | Control |
| BELKE, ROBERT, MYLES | I | MANAGER | NA | Control |
| BELKE, ROBERT, MYLES | I | MANAGER | NA | Control |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| CUTHBERTSON, JOHN, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | |
| ERICKSON, ANNE, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERICKSON, ANNE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FAGAN, ADAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FAGAN, ADAM, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | DIRECTOR | NA | Control |
| GILLAM, ROBERT, ARTHUR | I | CHIEF INVESTMENT OFFICER, GROWTH EQUITY | NA | Control |
| GILLAM, ROBERT, ARTHUR | I | CHIEF INVESTMENT OFFICER, GROWTH EQUITY | NA | Control |
| GILLAM, ROBERT, ARTHUR | I | CHIEF INVESTMENT OFFICER, GROWTH EQUITY | NA | Control |
| GILLAM, ROBERT, ARTHUR | I | CHIEF INVESTMENT OFFICER, GROWTH EQUITY | NA | Control |
| GILLAM, ROBERT, ARTHUR | I | CHIEF INVESTMENT OFFICER, GROWTH EQUITY | NA | Control |
| GILLAM, ROBERT, ARTHUR | I | CHIEF INVESTMENT OFFICER, GROWTH EQUITY | NA | Control |
| GILLAM, ROBERT, ARTHUR | I | CHIEF INVESTMENT OFFICER, GROWTH EQUITY | NA | Control |
| GILLAM, ROBERT, ARTHUR | I | CHIEF INVESTMENT OFFICER, GROWTH EQUITY | NA | Control |
| GILLAM, ROBERT, ARTHUR | I | CHIEF INVESTMENT OFFICER, GROWTH EQUITY | NA | Control |
| GILLAM, ROBERT, ARTHUR | I | CHIEF INVESTMENT OFFICER, GROWTH EQUITY | NA | Control |
| KENNEY, GEORGE, CHURCHIL | I | DIRECTOR | NA | Control |
| KENNEY, GEORGE, CHURCHIL | I | DIRECTOR | NA | Control |
| KENNEY, GEORGE, CHURCHIL | I | DIRECTOR | NA | Control |
| KENNEY, GEORGE, CHURCHIL | I | DIRECTOR | NA | Control |
| KENNEY, GEORGE, CHURCHIL | I | DIRECTOR | NA | Control |
| KENNEY, GEORGE, CHURCHIL | I | DIRECTOR | NA | Control |
| KENNEY, GEORGE, CHURCHIL | I | DIRECTOR | NA | Control |
| KENNEY, GEORGE, CHURCHIL | I | DIRECTOR | NA | Control |
| KENNEY, GEORGE, CHURCHIL | I | DIRECTOR | NA | Control |
| LAMB, DEBORAH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAMB, DEBORAH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAMB, DEBORAH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAMB, DEBORAH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAMB, DEBORAH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAMB, DEBORAH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAMB, DEBORAH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAMB, DEBORAH, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENHART, KENNETH, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| LENHART, KENNETH, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| LENHART, KENNETH, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| LENHART, KENNETH, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| LENHART, KENNETH, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| LENHART, KENNETH, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| MILLER, CAMERON, LEE | I | MANAGER | NA | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | NA | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | NA | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | NA | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | NA | Control |
| NERUDA, GEORGIA STEPHANIE, STEVENS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NERUDA, GEORGIA STEPHANIE, STEVENS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLSON, DAVID, ROBERT | I | COMPLIANCE OFFICER | NA | Control |
| OLSON, DAVID, ROBERT | I | COMPLIANCE OFFICER | NA | Control |
| PALENCHAR, DOUGLAS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PALENCHAR, DOUGLAS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PALENCHAR, DOUGLAS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PALENCHAR, DOUGLAS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PALENCHAR, DOUGLAS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROMER, RICHARD, HARVEY | I | MANAGER | NA | Control |
| STORER, ROBERT, DANIEL | I | DIRECTOR | NA | Control |
| STORER, ROBERT, DANIEL | I | DIRECTOR | NA | Control |
| STORER, ROBERT, DANIEL | I | DIRECTOR | NA | Control |
| STORER, ROBERT, DANIEL | I | DIRECTOR | NA | Control |
| STORER, ROBERT, DANIEL | I | DIRECTOR | NA | Control |
| STORER, ROBERT, DANIEL | I | DIRECTOR | NA | Control |
| STORER, ROBERT, DANIEL | I | DIRECTOR | NA | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER;MANAGER | E | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | E | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | E | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | E | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | E | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER;MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER;MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER, CHIEF INVESTMENT OFFICER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER, CHIEF INVESTMENT OFFICER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER, CHIEF INVESTMENT OFFICER | D | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER, CHIEF INVESTMENT OFFICER | D | Control |
| HUNA TOTEM CORPORATION | DE | MEMBER | C | |
| HUNA TOTEM CORPORATION | DE | MEMBER | C | |
| HUNA TOTEM CORPORATION | DE | MEMBER | C | |
| HUNA TOTEM CORPORATION | DE | MEMBER | C | |
| HUNA TOTEM CORPORATION | DE | MEMBER | C | |
| HUNA TOTEM CORPORATION | DE | MEMBER | C | |
| PROGRESS LOVELL MINNICK VENTURES, LLC | DE | MEMBER | C | Control |
| PROGRESS LOVELL MINNICK VENTURES, LLC | DE | MEMBER | C | Control |
| PROGRESS LOVELL MINNICK VENTURES, LLC | DE | MEMBER | C | Control |
| PROGRESS PUTNAM LOVELL VENTURES, LLC | DE | MEMBER | C | Control |
| PROGRESS PUTNAM LOVELL VENTURES, LLC | DE | MEMBER | C | Control |
| PROGRESS PUTNAM LOVELL VENTURES, LLC | DE | MEMBER | C | Control |
| PROGRESS PUTNAM LOVELL VENTURES, LLC | DE | MEMBER | C | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | C | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | C | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | C | Control |
| SNIGAROFF, ROBERT, GUENTHER | I | MEMBER, MANAGER | C | Control |
| CURIEL, MARTIN, RAUL | I | MEMBER | B | Control |
| CURIEL, MARTIN, RAUL | I | MEMBER | B | Control |
| CURIEL, MARTIN, RAUL | I | MEMBER | B | Control |
| CURIEL, MARTIN, RAUL | I | MEMBER | B | |
| CURIEL, MARTIN, RAUL | I | MEMBER | B | |
| HUNA TOTEM CORPORATION | DE | MEMBER | B | |
| HUNA TOTEM CORPORATION | DE | MEMBER | B | |
| HUNA TOTEM CORPORATION | DE | MEMBER | B | |
| HUNA TOTEM CORPORATION | DE | MEMBER | B | |
| HUNA TOTEM CORPORATION | DE | MEMBER | B | |
| HUNA TOTEM CORPORATION | DE | MEMBER | B | |
| MCKINLEY MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MCKINLEY MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MCKINLEY MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MCKINLEY MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MCKINLEY MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MCKINLEY MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MCKINLEY MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MCKINLEY MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MCKINLEY MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MCKINLEY MANAGEMENT, LLC | DE | MEMBER | B | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | B | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | B | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | B | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | B | Control |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| NILE CAPITAL FUND B, LP | DE | OWNER | B | |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| CHIU, JOHN, CHU-TIN | I | MEMBER | A | Control |
| HUNA TOTEM CORPORATION | DE | MEMBER | A | |
| HUNA TOTEM CORPORATION | DE | MEMBER | A | |
| HUNA TOTEM CORPORATION | DE | MEMBER | A | |
| HUNA TOTEM CORPORATION | DE | MEMBER | A | |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
| MUNSON, MICHAEL, ROBERT | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BALAGOT, JOSE, PATRICIO | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| BALAGOT, JOSE, PATRICIO | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| BALAGOT, JOSE, PATRICIO | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| DICK, ALBERT, WILLIAM | I | HUNA TOTEM CORPORATION | F | Control |
| DICK, ALBERT, WILLIAM | I | HUNA TOTEM CORPORATION | F | Control |
| DICK, ALBERT, WILLIAM | I | HUNA TOTEM CORPORATION | F | Control |
| DICK, ALBERT, WILLIAM | I | HUNA TOTEM CORPORATION | F | Control |
| FURUNESS, SAMUEL, J | I | HUNA TOTEMCORPORATION | F | Control |
| FURUNESS, SAMUEL, J | I | HUNA TOTEMCORPORATION | F | Control |
| FURUNESS, SAMUEL, J | I | HUNA TOTEMCORPORATION | F | Control |
| FURUNESS, SAMUEL, J | I | HUNA TOTEMCORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GAFFANEY, LAWRENCE, ROBERT | I | HUNA TOTEM CORPORATION | F | Control |
| GILDING, DONNA, K. | I | PROGRESS PUTNAM LOVELL ADVISORS LLC | F | |
| LOVELL, JEFFREY, DALE | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| LOVELL, JEFFREY, DALE | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| LOVELL, JEFFREY, DALE | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| LOVELL, JEFFREY, DALE | I | PROGRESS PUTNAM LOVELL ADVISORS LLC | F | |
| MINNICK, JAMES, EDWARD | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| MINNICK, JAMES, EDWARD | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| MINNICK, JAMES, EDWARD | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| MINNICK, JAMES, EDWARD | I | PROGRESS PUTNAM LOVELL ADVISORS LLC | F | |
| PROGRESS LOVELL MINNICK ADVISORS, LLC | DE | PROGRESS LOVELL MINNICK VENTURES, LLC | F | Control |
| PROGRESS LOVELL MINNICK ADVISORS, LLC | DE | PROGRESS LOVELL MINNICK VENTURES, LLC | F | Control |
| PROGRESS LOVELL MINNICK ADVISORS, LLC | DE | PROGRESS LOVELL MINNICK VENTURES, LLC | F | Control |
| PROGRESS PUTNAM LOVELL ADVISORS LLC | DE | PROGRESS PUTNAM LOVELL VENTURES LLC | F | |
| PROGRESS PUTNAM LOVELL ADVISORS, LLC | DE | PROGRESS PUTNAM LOVELL VENTURES, LLC | F | Control |
| PROGRESS PUTNAM LOVELL ADVISORS, LLC | DE | PROGRESS PUTNAM LOVELL VENTURES, LLC | F | Control |
| PUTNAM LOVELL CAPITAL PARTNERS, INC. | DE | HIGHCREST CALIFORNIA PARTNERS LLC | F | |
| PUTNAM LOVELL CAPITAL PARTNERS, INC. | DE | HIGHCREST CALIFORNIA PARTNERS LLC | F | Control |
| WHITE, JR., THURMAN, VERNON | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| WHITE, JR., THURMAN, VERNON | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| WHITE, JR., THURMAN, VERNON | I | PROGRESS LOVELL MINNICK ADVISORS LLC | F | Control |
| WHITE, THURMAN, WINDEL | I | PROGRESS PUTNAM LOVELL ADVISORS LLC | F | |
| WYSOCKI, ROBERT, RAY | I | HUNA TOEM CORPORATION | F | Control |
| WYSOCKI, ROBERT, RAY | I | HUNA TOEM CORPORATION | F | Control |
| WYSOCKI, ROBERT, RAY | I | HUNA TOEM CORPORATION | F | Control |
| WYSOCKI, ROBERT, RAY | I | HUNA TOEM CORPORATION | F | Control |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS LOVELL MINNICK VENTURES, LLC | E | Control |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS LOVELL MINNICK VENTURES, LLC | E | Control |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS PUTNAM LOVELL VENTURES LLC | E | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS LOVELL MINNICK VENTURES, LLC | E | Control |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS PUTNAM LOVELL VENTURES, LLC | E | Control |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DE | PROGRESS PUTNAM LOVELL VENTURES, LLC | E | Control |
| FLEET NATIONAL BANK | DE | FLEET/LIBERTY HOLDINGS, INC. | E | Control |
| FLEET/LIBERTY HOLDINGS, INC. | DE | PROGRESS INVESTMENT MANAGEMENT COMPANY | E | Control |
| FLEETBOSTON FINANCIAL CORPORATION | DE | FLEET NATIONAL BANK | E | Control |
| HIGHCREST CALIFORNIA PARTNERS, LLC | DE | PROGRESS LOVELL MINNICK ADVISORS, LLC | E | Control |
| HIGHCREST CALIFORNIA PARTNERS, LLC | DE | PROGRESS LOVELL MINNICK ADVISORS, LLC | E | Control |
| HIGHCREST CALIFORNIA PARTNERS, LLC | DE | PROGRESS LOVELL MINNICK ADVISORS, LLC | E | Control |
| LIBERTY FINANCIAL COMPANIES, INC. | DE | PROGRESS INVESTMENT MANAGEMENT COMPANY | E | |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | E | Control |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | E | Control |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | E | Control |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | E | |
| LOVELL MINNICK PARTNERS LLC | DE | HIGHCREST CALIFORNIA PARTNERS LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | HIGHCREST CALIFORNIA PARTNERS LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | HIGHCREST CALIFORNIA PARTNERS LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | HIGHCREST CALIFORNIA PARTNERS LLC | E | |
| PUTNAM LOVELL GROUP INC. | DE | PUTNAM LOVELL CAPITAL PARNTERS, INC. | E | |
| PUTNAM LOVELL GROUP INC. | DE | PUTNAM LOVELL CAPITAL PARNTERS, INC. | E | |
| HIGHCREST CALIFORNIA PARTNERS LLC | DE | PROGRESS PUTNAM LOVELL ADVISORS LLC | D | |
| HIGHCREST CALIFORNIA PARTNERS, LLC | DE | PROGRESS PUTNAM LOVELL ADVISORS, LLC | D | Control |
| HIGHCREST CALIFORNIA PARTNERS, LLC | DE | PROGRESS PUTNAM LOVELL ADVISORS, LLC | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | THE LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | THE LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | THE LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | THE LINDSEY FAMILY TRUST | D | Control |
| LINDSEY, MELVIN, DUANE | I | THE LINDSEY FAMILY TRUST | D | Control |
| LOVELL, JEFFREY, DALE | I | LOVELL MINNICK HOLDINGS LLC | D | Control |
| LOVELL, JEFFREY, DALE | I | LOVELL MINNICK HOLDINGS LLC | D | Control |
| LOVELL, JEFFREY, DALE | I | LOVELL MINNICK HOLDINGS LLC | D | Control |
| LOVELL, JEFFREY, DALE | I | LOVELL MINNICK HOLDINGS LLC | D | |
| PROGRESS INVESTMENT MANAGEMENT COMPANY | DE | PROGRESS PUTNAM LOVELL ADVISORS LLC | D | |
| PROGRESS INVESTMENT MANAGEMENT COMPANY | DE | PROGRESS PUTNAM LOVELL ADVISORS, LLC | D | Control |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| THE LINDSEY FAMILY TRUST | DE | NILE CAPITAL FUND B, LP | D | |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| LINDSEY, MELVIN, DUANE | I | NILE CAPITAL GROUP | C | Control |
| MINNICK, JAMES, EDWARD | I | LOVELL MINNICK HOLDINGS LLC | C | Control |
| MINNICK, JAMES, EDWARD | I | LOVELL MINNICK HOLDINGS LLC | C | Control |
| MINNICK, JAMES, EDWARD | I | LOVELL MINNICK HOLDINGS LLC | C | Control |
| MINNICK, JAMES, EDWARD | I | LOVELL MINNICK HOLDINGS LLC | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C | |
| NILE CAPITAL GROUP | DE | NILE CAPITAL FUND B, LP | C |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (51)
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Address
5075 SHOREHAM PLACESUITE 120
SAN DIEGO, CA 92122
United States
Phone: 858-558-3600