SUMMITRY, LLC
CRD #128586 SEC #801-62398 FOSTER CITY, CA 650-212-2240
SEC Registered
Total AUM
$3B
Discretionary
$2.8B
Employees
43
Clients
251
Accounts
3,384
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 8, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | NA | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | NA | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | NA | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | NA | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | NA | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | NA | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | NA | Control |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | NA | |
| HOEFER, KURT | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | NA | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | NA | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | NA | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | NA | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| MARTIN, JOSEPH, A | I | VICE PRESIDENT | NA | |
| RICH, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | |
| RICH, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| RICH, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| RICH, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| RICH, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROUSE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SUBRAMANIAN, ANUPAMA | I | CHIEF COMPLAINCE OFFICER | NA | |
| ASPEN STANDARD GROUP, LLC | DE | MEMBER | E | Control |
| ASPEN STANDARD GROUP, LLC | DE | MEMBER | E | Control |
| ASPEN STANDARD GROUP, LLC | DE | MEMBER | E | Control |
| ASPEN STANDARD GROUP, LLC | DE | MEMBER | E | Control |
| ASPEN STANDARD GROUP, LLC | DE | MEMBER | E | Control |
| ASPEN STANDARD GROUP, LLC | DE | MEMBER | E | Control |
| ASPEN STANDARD GROUP, LLC | DE | MEMBER | E | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | E | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | E | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | E | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| GOLUB, MICHAEL, MACARTHUR | I | CHAIRMAN & CEO | D | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, CEO | C | Control |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | DIRECTOR OF BUSINESS DEVELOPMENT | C | |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | C | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | SECRETARY | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | Control |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| GOLUB, GREGORY, SCOTT | I | BOARD MEMBER | B | |
| HIGGINS, COLIN, MATTHEW | I | CFO, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | CFO, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | CFO, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | CFO, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HIGGINS, COLIN, MATTHEW | I | PRESIDENT, COO | B | Control |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | B | |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | B | |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | B | |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | B | |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | B | |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | B | |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | B | |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | B | |
| HOEFER, KURT | I | CHIEF STRATEGY OFFICER | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | DIRECTOR, PRIVATE CLIENT GROUP | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| MARTIN, JOSEPH, A | I | CHIEF CLIENT EXPERIENCE OFFICER | B | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A | |
| KATZ, ALEX, BARTH | I | CHIEF GROWTH OFFICER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALPINE INVESTORS VIII, LP | DE | EVERGREEN SOLUTIONS GROUP TOPCO II, LLC | E | Control |
| ALPINE INVESTORS VIII-A SPLITTER I, LP | DE | EVERGREEN SOLUTIONS GROUP TOPCO II, LLC | E | Control |
| ASPEN STANDARD GROUP INTERMEDIATE CO. LLC | DE | ASPEN STANDARD GROUP, LLC | E | Control |
| ASPEN STANDARD GROUP TOPCO, LLC | DE | ASPEN STANDARD GROUP, LLC | E | Control |
| ASPEN STANDARD GROUP TOPCO, LLC | DE | ASPEN STANDARD GROUP, LLC | E | Control |
| ASPEN STANDARD GROUP TOPCO, LLC | DE | ASPEN STANDARD GROUP, LLC | E | Control |
| EVERGREEN SOLUTIONS GROUP TOPCO II, LLC | DE | ASPEN STANDARD GROUP TOPCO, LLC | E | Control |
| EVERGREEN SOLUTIONS GROUP TOPCO II, LLC | DE | ASPEN STANDARD GROUP TOPCO, LLC | E | Control |
| EVERGREEN SOLUTIONS GROUP TOPCO II, LLC | DE | ASPEN STANDARD GROUP TOPCO, LLC | E | Control |
| ALPINE INVESTORS VIII, LP | DE | EVERGREEN SOLUTIONS GROUP TOPCO II, LLC | C | Control |
| ALPINE INVESTORS VIII, LP | DE | EVERGREEN SOLUTIONS GROUP TOPCO II, LLC | C | Control |
| ALPINE INVESTORS VIII-A SPLITTER I, LP | DE | EVERGREEN SOLUTIONS GROUP TOPCO II, LLC | C | Control |
| ALPINE INVESTORS VIII-A SPLITTER I, LP | DE | EVERGREEN SOLUTIONS GROUP TOPCO II, LLC | C | Control |
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May 8, 2025 REGISTERED
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