COPELAND CAPITAL MANAGEMENT, LLC
CRD #135822 SEC #801-68586 CONSHOHOCKEN, PA (484) 351-3700
SEC Registered
Total AUM
$4.9B
Discretionary
$4.9B
Employees
30
Clients
0
Accounts
2,599
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 25, 2025
- Branch Offices
- 0
- LEI
- 549300F580MX332YTG45
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRETT, CHARLES | I | SENIOR VICE PRESIDENT, DIRECTOR OF SALES AND MARKETING | NA | Control |
| BARRETT, CHARLES | I | SENIOR VICE PRESIDENT, DIRECTOR OF SALES AND MARKETING | NA | Control |
| BARRETT, CHARLES | I | SENIOR VICE PRESIDENT, DIRECTOR OF SALES AND MARKETING | NA | Control |
| BARRETT, CHARLES, MICHAEL | I | DIRECTOR OF SALES AND MARKETING | NA | Control |
| BARRETT, CHARLES, MICHAEL | I | DIRECTOR OF SALES AND MARKETING | NA | Control |
| BARRETT, CHARLES, MICHAEL | I | DIRECTOR OF SALES AND MARKETING | NA | Control |
| BARRETT, CHARLES, MICHAEL | I | DIRECTOR OF SALES AND MARKETING | NA | Control |
| BARRETT, CHARLES, MICHAEL | I | DIRECTOR OF SALES AND MARKETING | NA | Control |
| BARRETT, CHARLES, MICHAEL | I | DIRECTOR OF SALES AND MARKETING | NA | Control |
| BROWN, ETHAN, TEEL | I | MEMBER, DIRECTOR OF TRADING | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, DIRECTOR OF TRADING | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, DIRECTOR OF TRADING | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, DIRECTOR OF TRADING | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, DIRECTOR OF TRADING | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, SENIOR TRADER | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, SENIOR TRADER | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, SENIOR TRADER | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, SENIOR TRADER | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, SENIOR TRADER | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, SENIOR TRADER | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, SENIOR TRADER | NA | |
| BROWN, ETHAN, TEEL | I | MEMBER, SENIOR TRADER | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| CUMMINGS, JOHN, R | I | MEMBER, RESEARCH ANALYST | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GODONIS, ANTHONY, WILLIAM | I | MEMBER, DIRECTOR OF TRADING | NA | |
| GRANADE, ERIK, BROOKS | I | HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | NA | |
| GRANADE, ERIK, BROOKS | I | HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | NA | |
| GRANADE, ERIK, BROOKS | I | HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | NA | |
| GRANADE, ERIK, BROOKS | I | HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | NA | |
| GRANADE, ERIK, BROOKS | I | HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | NA | |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSO, BARBARA, ANN | I | MEMBER, DEPUTY COMPLIANCE OFFICER | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, CHIEF OPERATING OFFICER | NA | |
| KIRK, KAREN, SUE | I | MEMBER, CHIEF OPERATING OFFICER | NA | |
| KIRK, KAREN, SUE | I | MEMBER, CHIEF OPERATING OFFICER | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| LEE, KENNETH, TAE SUK | I | MEMBER, PORTFOLIO MANAGER | NA | |
| POSKE, KAREN | I | DIRECTOR OF OPERATIONS | NA | |
| POSKE, KAREN | I | DIRECTOR OF OPERATIONS | NA | |
| POSKE, KAREN | I | DIRECTOR OF OPERATIONS | NA | |
| POSKE, KAREN | I | DIRECTOR OF OPERATIONS | NA | |
| POSKE, KAREN | I | DIRECTOR OF OPERATIONS | NA | |
| POSKE, KAREN | I | DIRECTOR OF OPERATIONS | NA | |
| POSKE, KAREN | I | DIRECTOR OF OPERATIONS | NA | |
| POSKE, KAREN | I | DIRECTOR OF OPERATIONS | NA | |
| POSKE, KAREN | I | DIRECTOR OF OPERATIONS | NA | |
| ROSALA, SOFIA | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSALA, SOFIA | I | MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| SPENCER, JAMES, CAMERON | I | MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME | NA | |
| WALKENHORST, JEFFREY, ALAN | I | PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| WALKENHORST, JEFFREY, ALAN | I | MEMBER, PORTFOLIO MANAGER | NA | |
| HIEKEN, SETH, PAUL | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | D | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | D | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | D | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | D | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | D | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | D | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | D | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | CHIEF EXECUTIVE OFFICER/PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | C | Control |
| FEIGENBAUM, RICHARD, ALLEN | I | PRINCIPAL | C | Control |
| FEIGENBAUM, RICHARD, ALLEN | I | PRINCIPAL | C | Control |
| FEIGENBAUM, RICHARD, ALLEN | I | PRINCIPAL | C | Control |
| FEIGENBAUM, RICHARD, ALLEN | I | PRINCIPAL | C | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | C | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | C | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | C | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | C | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | C | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | C | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | C | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | C | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | C | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| BROWN, ERIC, COPELAND | I | MANAGING MEMBER, CEO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| GIOVANNIELLO, MARK, WILLIAM | I | MANAGING MEMBER, CIO / PORTFOLIO MANAGER | B | Control |
| LEININGER, ROBERT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | Control |
| LEININGER, ROBERT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | Control |
| LEININGER, ROBERT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | Control |
| LEININGER, ROBERT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| RORER, EDWARD, CRAWLEY | I | MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER | B | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| ADAMS, STEVEN, J. | I | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| BARRETT, CHARLES, MICHAEL | I | MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | |
| GRANADE, ERIK, BROOKS | I | HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | |
| GRANADE, ERIK, BROOKS | I | HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| GRANADE, ERIK, BROOKS | I | MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER | A | Control |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | A | |
| KIRK, KAREN, SUE | I | DIRECTOR OF OPERATIONS | A | |
| KIRK, KAREN, SUE | I | MEMBER, CHIEF OPERATING OFFICER | A | |
| KIRK, KAREN, SUE | I | DIRECTOR OF OPERATIONS | A | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | A | |
| KIRK, KAREN, SUE | I | MEMBER, DIRECTOR OF OPERATIONS | A | |
| KIRK, KAREN, SUE | I | DIRECTOR OF OPERATIONS | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| MCGONIGLE, DAVID, BRIAN | I | MEMBER, PORTFOLIO MANAGER | A | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | A | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | A | |
| SPENCER, JAMES, C | I | DIRECTOR OF FIXED INCOME | A | |
| SPENCER, JAMES, CAMERON | I | MEMBER, DIRECTOR OF FIXED INCOME | A | |
| SPENCER, JAMES, CAMERON | I | MEMBER, DIRECTOR OF FIXED INCOME | A | |
| SPENCER, JAMES, CAMERON | I | MEMBER, DIRECTOR OF FIXED INCOME | A | |
| SPENCER, JAMES, CAMERON | I | MEMBER, DIRECTOR OF FIXED INCOME | A |
Registrations
Federal
IA
Feb 25, 2025 REGISTERED
Notice Filings (46)
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Address
161 WASHINGTON STREETSUITE 1325
CONSHOHOCKEN, PA 19428
United States
Phone: (484) 351-3700