SUSTAINABLE GROWTH ADVISERS, LP
CRD #127447 SEC #801-62151 STAMFORD, CT 203-348-4742
SEC Registered
Total AUM
$22.1B
Discretionary
$22.1B
Employees
34
Clients
--
Accounts
83
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 24, 2025
- Branch Offices
- 2
- LEI
- 254900YJCQ391O8UQ071
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAWAY, DANIEL, COLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREVE, MARY, ELLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gupta, Hrishikesh | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| Gupta, Hrishikesh | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| Gupta, Hrishikesh | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| LEE, ALEXANDRA, SUNAH | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| RAO, KISHORE, D | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| RAO, KISHORE, D | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| RAO, KISHORE, D | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| RAO, KISHORE, D | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| RAO, KISHORE, D | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL & EXECUTIVE COMMITTEE MEMBER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SEUFFERT, PETER, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| SGIA, LLC | DE | GENERAL PARTNER | NA | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | D | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| VIRTUS PARTNERS, INC. | DE | SHAREHOLDER | D | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | C | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | C | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | C | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | C | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | C | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | C | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | C | Control |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| ESTANCIA CAPITAL PARTNERS, LP | DE | PARTNER | B | |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| FRAISE, GEORGE, PATRICE | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| MARCHAND, GORDON, MICHAEL | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| ROHN, ROBERT, LAWRENCE | I | PRINCIPAL | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| SGIA, LLC | DE | GENERAL PARTNER | B | Control |
| BROWN, MICHAEL, TUCKER | I | REASEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| BROWN, MICHAEL, TUCKER | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| LEE, ALEXANDRA, SUNAH | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A | |
| RAO, KISHORE, D | I | RESEARCH PRINCIPAL | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ESTANCIA GP, LLC | DE | ESTANCIA CAPITAL PARTNERS, L.P. | F | Control |
| ESTANCIA GP, LLC | DE | ESTANCIA CAPITAL PARTNERS, L.P. | F | Control |
| ESTANCIA GP, LLC | DE | ESTANCIA CAPITAL PARTNERS, L.P. | F | Control |
| ESTANCIA GP, LLC | DE | ESTANCIA CAPITAL PARTNERS, L.P. | F | Control |
| ESTANCIA GP, LLC | DE | ESTANCIA CAPITAL PARTNERS, L.P. | F | Control |
| ESTANCIA GP, LLC | DE | ESTANCIA CAPITAL PARTNERS, L.P. | F | Control |
| ESTANCIA GP, LLC | DE | ESTANCIA CAPITAL PARTNERS, L.P. | F | Control |
| ESTANCIA GP, LLC | DE | ESTANCIA CAPITAL PARTNERS, L.P. | F | Control |
| ESTANCIA GP, LLC | DE | ESTANCIA CAPITAL PARTNERS, L.P. | F | Control |
| ESTANCIA GP, LLC | DE | ESTANCIA CAPITAL PARTNERS, L.P. | F | Control |
| MENDEZ, CHERYL, LYNN | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, CHERYL, LYNN | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, CHERYL, LYNN | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, CHERYL, LYNN | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, CHERYL, LYNN | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, CHERYL, LYNN | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, CHERYL, LYNN | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, CHERYL, LYNN | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, CHERYL, LYNN | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, CHERYL, LYNN | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, MICHAEL, CASARES | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, MICHAEL, CASARES | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, MICHAEL, CASARES | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, MICHAEL, CASARES | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, MICHAEL, CASARES | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, MICHAEL, CASARES | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, MICHAEL, CASARES | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, MICHAEL, CASARES | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, MICHAEL, CASARES | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| MENDEZ, MICHAEL, CASARES | I | MENDEZ FAMILY TRUST U/T/A DATED DECEMBER 14, 1992 | F | Control |
| ESTANCIA MANAGING DIRECTORS, LLC | DE | ESTANCIA GP, LLC | E | Control |
| ESTANCIA MANAGING DIRECTORS, LLC | DE | ESTANCIA GP, LLC | E | Control |
| ESTANCIA MANAGING DIRECTORS, LLC | DE | ESTANCIA GP, LLC | E | Control |
| ESTANCIA MANAGING DIRECTORS, LLC | DE | ESTANCIA GP, LLC | E | Control |
| ESTANCIA MANAGING DIRECTORS, LLC | DE | ESTANCIA GP, LLC | E | Control |
| ESTANCIA MANAGING DIRECTORS, LLC | DE | ESTANCIA GP, LLC | E | Control |
| ESTANCIA MANAGING DIRECTORS, LLC | DE | ESTANCIA GP, LLC | E | Control |
| ESTANCIA MANAGING DIRECTORS, LLC | DE | ESTANCIA GP, LLC | E | Control |
| ESTANCIA MANAGING DIRECTORS, LLC | DE | ESTANCIA GP, LLC | E | Control |
| ESTANCIA MANAGING DIRECTORS, LLC | DE | ESTANCIA GP, LLC | E | Control |
| VIRTUS INVESTMENT PARTNERS, INC. | DE | VIRTUS PARTNERS, INC. | E | Control |
| VIRTUS INVESTMENT PARTNERS, INC. | DE | VIRTUS PARTNERS, INC. | E | Control |
| VIRTUS INVESTMENT PARTNERS, INC. | DE | VIRTUS PARTNERS, INC. | E | Control |
| VIRTUS INVESTMENT PARTNERS, INC. | DE | VIRTUS PARTNERS, INC. | E | Control |
| VIRTUS INVESTMENT PARTNERS, INC. | DE | VIRTUS PARTNERS, INC. | E | Control |
| VIRTUS INVESTMENT PARTNERS, INC. | DE | VIRTUS PARTNERS, INC. | E | Control |
| VIRTUS INVESTMENT PARTNERS, INC. | DE | VIRTUS PARTNERS, INC. | E | Control |
| VIRTUS INVESTMENT PARTNERS, INC. | DE | VIRTUS PARTNERS, INC. | E | Control |
| VIRTUS INVESTMENT PARTNERS, INC. | DE | VIRTUS PARTNERS, INC. | E | Control |
| VIRTUS INVESTMENT PARTNERS, INC. | DE | VIRTUS PARTNERS, INC. | E | Control |
| MENDEZ FAMILY TRUST, U/T/A DATED DECEMBER 14, 1992 | DE | THIRD ACT, L.L.C. | D | Control |
| MENDEZ FAMILY TRUST, U/T/A DATED DECEMBER 14, 1992 | DE | THIRD ACT, L.L.C. | D | Control |
| MENDEZ FAMILY TRUST, U/T/A DATED DECEMBER 14, 1992 | DE | THIRD ACT, L.L.C. | D | Control |
| MENDEZ FAMILY TRUST, U/T/A DATED DECEMBER 14, 1992 | DE | THIRD ACT, L.L.C. | D | Control |
| MENDEZ FAMILY TRUST, U/T/A DATED DECEMBER 14, 1992 | DE | THIRD ACT, L.L.C. | D | Control |
| MENDEZ FAMILY TRUST, U/T/A DATED DECEMBER 14, 1992 | DE | THIRD ACT, L.L.C. | D | Control |
| MENDEZ FAMILY TRUST, U/T/A DATED DECEMBER 14, 1992 | DE | THIRD ACT, L.L.C. | D | Control |
| MENDEZ FAMILY TRUST, U/T/A DATED DECEMBER 14, 1992 | DE | THIRD ACT, L.L.C. | D | Control |
| MENDEZ FAMILY TRUST, U/T/A DATED DECEMBER 14, 1992 | DE | THIRD ACT, L.L.C. | D | Control |
| MENDEZ FAMILY TRUST, U/T/A DATED DECEMBER 14, 1992 | DE | THIRD ACT, L.L.C. | D | Control |
| THIRD ACT,L.L.C. | DE | ESTANCIA MANAGING DIRECTORS, LLC | D | Control |
| THIRD ACT,L.L.C. | DE | ESTANCIA MANAGING DIRECTORS, LLC | D | Control |
| THIRD ACT,L.L.C. | DE | ESTANCIA MANAGING DIRECTORS, LLC | D | Control |
| THIRD ACT,L.L.C. | DE | ESTANCIA MANAGING DIRECTORS, LLC | D | Control |
| THIRD ACT,L.L.C. | DE | ESTANCIA MANAGING DIRECTORS, LLC | D | Control |
| THIRD ACT,L.L.C. | DE | ESTANCIA MANAGING DIRECTORS, LLC | D | Control |
| THIRD ACT,L.L.C. | DE | ESTANCIA MANAGING DIRECTORS, LLC | D | Control |
| THIRD ACT,L.L.C. | DE | ESTANCIA MANAGING DIRECTORS, LLC | D | Control |
| THIRD ACT,L.L.C. | DE | ESTANCIA MANAGING DIRECTORS, LLC | D | Control |
| THIRD ACT,L.L.C. | DE | ESTANCIA MANAGING DIRECTORS, LLC | D | Control |
Registrations
Federal
IA
Jul 24, 2025 REGISTERED
Notice Filings (31)
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Address
301 TRESSER BOULEVARDSUITE 1310
STAMFORD, CT 06901
United States
Phone: 203-348-4742