CLARIVEST ASSET MANAGEMENT LLC
CRD #139785 SEC #801-66386 SAN DIEGO, CA 858-480-2440
SEC Registered Private Funds
Total AUM
$3B
Discretionary
$3B
Employees
17
Clients
--
Accounts
27
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Dec 17, 2025
- Branch Offices
- 0
- LEI
- 549300LJA5XIWTG2V513
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ABBOTT, JAMES, COOPER | I | MANAGER | NA | Control |
| ALVAREZ, JAVIER, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVAREZ, JAVIER, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVAREZ, JAVIER, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | EXEC. VP, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | EXEC. VP, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | EXEC. VP, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, GENERAL COUNSEL, MANAGER | NA | Control |
| AYRES, TIFFANY, ANN | I | PRESIDENT, GENERAL COUNSEL, MANAGER | NA | Control |
| BARZAL, TIFFANY, ANN | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| EDWARDS, CHARLES, MICHAEL | I | MANAGER | NA | Control |
| EDWARDS, CHARLES, MICHAEL | I | MANAGER | NA | Control |
| EDWARDS, CHARLES, MICHAEL | I | MANAGER | NA | Control |
| EDWARDS, CHARLES, MICHAEL | I | MANAGER | NA | Control |
| EDWARDS, CHARLES, MICHAEL | I | MANAGER | NA | Control |
| ELLIS, REBECCA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, REBECCA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, REBECCA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, REBECCA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, REBECCA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS, REBECCA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JACOBSON, JEFF, A | I | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| JAMES, COURTLAND, W | I | MANAGER | NA | Control |
| KANG, DANNY, ALLAN | I | MANAGER | NA | |
| KANG, DANNY, ALLAN | I | MANAGER | NA | |
| KANG, DANNY, ALLAN | I | MANAGER | NA | Control |
| Kendall, Robert, Daniel | I | MANAGER | NA | Control |
| MINNICK, JAMES, EDWARD | I | MANAGER | NA | |
| MINNICK, JAMES, EDWARD | I | MANAGER | NA | |
| MINNICK, JAMES, EDWARD | I | MANAGER | NA | Control |
| MINNICK, JAMES, EDWARD | I | MANAGER | NA | Control |
| MINNICK, JAMES, EDWARD | I | MANAGER | NA | Control |
| MINNICK, JAMES, EDWARD | I | MANAGER | NA | Control |
| MINNICK, JAMES, EDWARD | I | MANAGER | NA | Control |
| NEWCOM, JENNINGS, JAY | I | MANAGER | NA | |
| NEWCOM, JENNINGS, JAY | I | MANAGER | NA | |
| NEWCOM, JENNINGS, JAY | I | MANAGER | NA | Control |
| NEWCOM, JENNINGS, JAY | I | MANAGER | NA | Control |
| NEWCOM, JENNINGS, JAY | I | MANAGER | NA | Control |
| NEWCOM, JENNINGS, JAY | I | MANAGER | NA | Control |
| NEWCOM, JENNINGS, JAY | I | MANAGER | NA | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | NA | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | NA | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| OCHSTEIN, AARON, JON | I | MANAGER | NA | Control |
| ORTON, MATTHEW, B | I | MANAGER | NA | Control |
| ORTON, MATTHEW, B | I | MANAGER | NA | Control |
| ORTON, MATTHEW, B | I | MANAGER | NA | Control |
| ORTON, MATTHEW, B | I | MANAGER | NA | Control |
| ORTON, MATTHEW, B | I | MANAGER | NA | Control |
| ORTON, MATTHEW, B | I | MANAGER | NA | Control |
| PAVAN, DAVID, J | I | MANAGER | NA | Control |
| PAVAN, DAVID, J | I | MANAGER | NA | Control |
| PAVAN, DAVID, J | I | MANAGER | NA | Control |
| PAVAN, DAVID, J | I | MANAGER | NA | Control |
| PAVAN, DAVID, J | I | MANAGER | NA | Control |
| PAVAN, DAVID, J | I | MANAGER | NA | Control |
| RICK IV, EDWARD | I | MANAGER | NA | Control |
| RICK IV, EDWARD | I | MANAGER | NA | Control |
| RICK IV, EDWARD | I | MANAGER | NA | Control |
| RICK IV, EDWARD | I | MANAGER | NA | Control |
| RICK IV, EDWARD | I | MANAGER | NA | Control |
| RICK IV, EDWARD | I | MANAGER | NA | Control |
| RICK IV, EDWARD | I | MANAGER | NA | Control |
| RICK IV, EDWARD | I | MANAGER | NA | Control |
| RICK IV, EDWARD | I | MANAGER | NA | Control |
| RICK IV, EDWARD | I | PRESIDENT, MANAGER | NA | Control |
| RICK IV, EDWARD | I | PRESIDENT, MANAGER | NA | Control |
| RICK IV, EDWARD | I | PRESIDENT, MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| ROSSI, RICHARD, JOHN | I | MANAGER | NA | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | NA | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | NA | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | NA | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | NA | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | NA | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | NA | Control |
| Vaughn, David, Raymond | I | MANAGER | NA | Control |
| Vaughn, David, Raymond | I | MANAGER | NA | Control |
| Vaughn, David, Raymond | I | MANAGER | NA | Control |
| Vaughn, David, Raymond | I | MANAGER | NA | Control |
| Vaughn, David, Raymond | I | MANAGER | NA | Control |
| Vaughn, David, Raymond | I | MANAGER | NA | Control |
| Vaughn, David, Raymond | I | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Vaughn, David, Raymond | I | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Vaughn, David, Raymond | I | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Vaughn, David, Raymond | I | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Vaughn, David, Raymond | I | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Vaughn, David, Raymond | I | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Vaughn, David, Raymond | I | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Vaughn, David, Raymond | I | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Vaughn, David, Raymond | I | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WILWANT, ERIC, CHRISTIAN | I | MANAGER | NA | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | NA | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | NA | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | NA | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | NA | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | NA | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| Wolter, Todd, Nathan | I | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | NA | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | E | Control |
| KANG, DANNY, ALLAN | I | SOLE MEMBER | E | Control |
| KANG, DANNY, ALLAN | I | SOLE MEMBER, SOLE MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| KANG, DANNY, ALLAN | I | SOLE MEMBER, SOLE MANAGER | E | Control |
| CLARIVEST MANAGEMENT HOLDINGS, LLC | DE | MEMBER | D | Control |
| CLARIVEST MANAGEMENT HOLDINGS, LLC | DE | MEMBER | D | Control |
| CLARIVEST MANAGEMENT HOLDINGS, LLC | DE | MEMBER | D | Control |
| CLARIVEST MANAGEMENT HOLDINGS, LLC | DE | MEMBER | D | Control |
| CLARIVEST MANAGEMENT HOLDINGS, LLC | DE | MEMBER | D | Control |
| CLARIVEST MANAGEMENT HOLDINGS, LLC | DE | MEMBER | D | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| EAGLE ASSET MANAGEMENT INC | DE | MEMBER | C | Control |
| CLARIVEST HOLDINGS-ONE LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-ONE LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-ONE LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-ONE LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-ONE LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-ONE LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-ONE LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-TWO LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-TWO LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-TWO LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-TWO LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-TWO LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-TWO LLC | DE | MEMBER | B | Control |
| CLARIVEST HOLDINGS-TWO LLC | DE | MEMBER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| NUTT, STACEY, ROSS | I | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MANAGER | B | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| PAVAN, DAVID, J | I | MANAGER | A | Control |
| STELLATE PARTNERS LLC | DE | MEMBER | A | |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| VAUGHN, DAVID, RAYMOND | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
| WOLTER, TODD, NATHAN | I | MANAGER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARZAL, TIFFANY, ANN | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| FENG, CHENYANG, FRANK | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| FENG, CHENYANG, FRANK | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| FENG, CHENYANG, FRANK | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| FENG, CHENYANG, FRANK | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| FENG, CHENYANG, FRANK | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| FENG, CHENYANG, FRANK | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| JACOBSON, JEFF, A | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| LOVELL MINNICK EQUITY ADVISORS II LLC | DE | LOVELL MINNICK EQUITY PARTNERS II LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS II LLC | DE | LOVELL MINNICK EQUITY PARTNERS II LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS II LLC | DE | LOVELL MINNICK EQUITY PARTNERS II LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS II LLC | DE | LOVELL MINNICK EQUITY PARTNERS II LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS II LLC | DE | LOVELL MINNICK EQUITY PARTNERS II LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS II LLC | DE | LOVELL MINNICK EQUITY PARTNERS II LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS II LLC | DE | LOVELL MINNICK EQUITY PARTNERS II LP | F | Control |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | F | Control |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | F | Control |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | F | Control |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | F | Control |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | F | Control |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | F | Control |
| LOVELL MINNICK HOLDINGS LLC | DE | LOVELL MINNICK PARTNERS LLC | F | Control |
| LOVELL MINNICK PARTNERS LLC | DE | LOVELL MINNICK EQUITY ADVISORS II LLC | F | Control |
| LOVELL MINNICK PARTNERS LLC | DE | LOVELL MINNICK EQUITY ADVISORS II LLC | F | Control |
| LOVELL MINNICK PARTNERS LLC | DE | LOVELL MINNICK EQUITY ADVISORS II LLC | F | Control |
| LOVELL MINNICK PARTNERS LLC | DE | LOVELL MINNICK EQUITY ADVISORS II LLC | F | Control |
| LOVELL MINNICK PARTNERS LLC | DE | LOVELL MINNICK EQUITY ADVISORS II LLC | F | Control |
| LOVELL MINNICK PARTNERS LLC | DE | LOVELL MINNICK EQUITY ADVISORS II LLC | F | Control |
| LOVELL MINNICK PARTNERS LLC | DE | LOVELL MINNICK EQUITY ADVISORS II LLC | F | Control |
| PAVAN, DAVID, J | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| PAVAN, DAVID, J | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| PAVAN, DAVID, J | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| PAVAN, DAVID, J | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| PAVAN, DAVID, J | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| PAVAN, DAVID, J | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| TRAN, AERUS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| TRAN, AERUS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| TRAN, AERUS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| TRAN, AERUS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| TRAN, AERUS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| TRAN, AERUS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| VAUGHN, DAVID, RAYMOND | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| VAUGHN, DAVID, RAYMOND | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| VAUGHN, DAVID, RAYMOND | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| VAUGHN, DAVID, RAYMOND | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| VAUGHN, DAVID, RAYMOND | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| VAUGHN, DAVID, RAYMOND | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| WOLTER, TODD, NATHAN | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| WOLTER, TODD, NATHAN | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| WOLTER, TODD, NATHAN | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| WOLTER, TODD, NATHAN | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| WOLTER, TODD, NATHAN | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| WOLTER, TODD, NATHAN | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | F | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| CARILLON TOWER ADVISERS, INC. | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-ONE LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-TWO LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-ONE LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-TWO LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-ONE LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-TWO LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-ONE LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-TWO LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-ONE LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-TWO LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-ONE LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-TWO LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-ONE LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS II LP | DE | CLARIVEST HOLDINGS-TWO LLC | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | EAGLE ASSET MANAGEMENT, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | CARILLON TOWER ADVISERS, INC. | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | RAYMOND JAMES INVESTMENT MANAGEMENT | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | RAYMOND JAMES INVESTMENT MANAGEMENT | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | RAYMOND JAMES INVESTMENT MANAGEMENT | E | Control |
| RAYMOND JAMES FINANCIAL, INC. | DE | RAYMOND JAMES INVESTMENT MANAGEMENT | E | Control |
| RAYMOND JAMES INVESTMENT MANAGEMENT | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| RAYMOND JAMES INVESTMENT MANAGEMENT | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| RAYMOND JAMES INVESTMENT MANAGEMENT | DE | EAGLE ASSET MANAGEMENT INC | E | Control |
| RAYMOND JAMES INVESTMENT MANAGEMENT | DE | EAGLE ASSET MANAGEMENT INC | E | 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 | 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 |
| GREENWOOD, PAUL, RICHARD | I | STELLATE PARTNERS LLC | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| JAMES, THOMAS, ALAN | I | RAYMOND JAMES FINANCIAL, INC. | C | Control |
| MATHAI, JOHN, DAVID | I | STELLATE PARTNERS LLC | C | Control |
| MATHAI, ROBERT, WILLIAM | I | STELLATE PARTNERS 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 | 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 | Control |
| NUTT, STACEY, ROSS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | C | Control |
| NUTT, STACEY, ROSS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | C | Control |
| NUTT, STACEY, ROSS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | C | Control |
| NUTT, STACEY, ROSS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | C | Control |
| NUTT, STACEY, ROSS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | C | Control |
| NUTT, STACEY, ROSS | I | CLARIVEST MANAGEMENT HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Dec 17, 2025 REGISTERED
Notice Filings (6)
AZ CA FL IN TX WA
Address
3611 VALLEY CENTRE DRIVESUITE 100
SAN DIEGO, CA 92130
United States
Phone: 858-480-2440