TRUVVO PARTNERS LLC
CRD #143108 SEC #801-67623 NEW YORK, NY 212-488-4700
SEC Registered Private Funds
Total AUM
$3.8B
Discretionary
$1.4B
Employees
23
Clients
--
Accounts
41
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 12, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANTENEN, JEROME, CEDRIC | I | DIRECTOR | NA | |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| ANTENEN, JEROME, CEDRIC | I | MANAGING DIRECTOR | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOISI, GEOFFREY, THOMAS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| DUNN REYNOLDS, CAITLIN, ANN | I | CHIEF FINANCIAL OFFICER | NA | |
| HEALEY, DERMOT, THOMAS | I | HEAD OF BUSINESS DEVELOPMENT | NA | Control |
| HEALEY, DERMOT, THOMAS | I | CHIEF CLIENT OFFICER | NA | Control |
| HEALEY, DERMOT, THOMAS | I | CHIEF CLIENT OFFICER | NA | Control |
| HEALEY, DERMOT, THOMAS | I | CHIEF CLIENT OFFICER | NA | Control |
| HEALEY, DERMOT, THOMAS | I | CHIEF CLIENT OFFICER | NA | Control |
| HEALEY, DERMOT, THOMAS | I | CHIEF CLIENT OFFICER | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HERBST, RICHARD, WILLIAM | I | PRESIDENT | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | VICE CHAIRMAN | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| HOPKINS, STEPHEN, HENRY | I | VICE CHAIRMAN | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KOPILAK, JOSEPH, MARC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVINE, SAMUEL, BIRNKRANT | I | HEAD OF PRIVATE EQUITY | NA | Control |
| LEVINE, SAMUEL, BIRNKRANT | I | HEAD OF PRIVATE EQUITY | NA | Control |
| LEVINE, SAMUEL, BIRNKRANT | I | MANAGING DIRECTOR | NA | Control |
| PAPA, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAPA, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAPA, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAPA, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAPA, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAPA, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAPA, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAPA, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| RANDELL, DAVID, FREDRICK | I | MANAGING DIRECTOR | NA | Control |
| RANDELL, DAVID, FREDRICK | I | MANAGING DIRECTOR | NA | Control |
| RANDELL, DAVID, FREDRICK | I | MANAGING DIRECTOR | NA | Control |
| RANDELL, DAVID, FREDRICK | I | MANAGING DIRECTOR | NA | Control |
| RANDELL, DAVID, FREDRICK | I | CO-CHIEF OPERATING OFFICER | NA | Control |
| RANDELL, DAVID, FREDRICK | I | CO-CHIEF OPERATING OFFICER | NA | Control |
| RANDELL, DAVID, FREDRICK | I | CO-CHIEF OPERATING OFFICER | NA | Control |
| RANDELL, DAVID, FREDRICK | I | PRESIDENT | NA | Control |
| RANDELL, DAVID, FREDRICK | I | PRESIDENT | NA | Control |
| RANDELL, DAVID, FREDRICK | I | PRESIDENT | NA | Control |
| RANDELL, DAVID, FREDRICK | I | PRESIDENT | NA | Control |
| RANDELL, DAVID, FREDRICK | I | PRESIDENT | NA | Control |
| RANDELL, DAVID, FREDRICK | I | PRESIDENT | NA | Control |
| RANDELL, DAVID, FREDRICK | I | PRESIDENT | NA | Control |
| RAPPAPORT, ALAN, HERMAN | I | VICE CHAIRMAN | NA | Control |
| RAPPAPORT, ALAN, HERMAN | I | VICE CHAIRMAN | NA | Control |
| RAPPAPORT, ALAN, HERMAN | I | VICE CHAIRMAN | NA | Control |
| RAPPAPORT, ALAN, HERMAN | I | VICE CHAIRMAN | NA | Control |
| RAPPAPORT, ALAN, HERMAN | I | VICE CHAIRMAN | NA | Control |
| ROSEMAN, DANIELLE, BETH | I | MANAGING DIRECTOR | NA | |
| ROSEMAN, DANIELLE, BETH | I | MANAGING DIRECTOR | NA | |
| ROSEMAN, DANIELLE, BETH | I | MANAGING DIRECTOR | NA | |
| ROSEMAN, DANIELLE, BETH | I | MANAGING DIRECTOR | NA | |
| ROSEMAN, DANIELLE, BETH | I | MANAGING DIRECTOR | NA | |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| ROSENZWEIG, ALISON, JANE | I | MANAGING DIRECTOR | NA | Control |
| WALTERS, ROBERT, POOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALTERS, ROBERT, POOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALTERS, ROBERT, POOLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER / CO-CHIEF OPERATING OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER / CO-CHIEF OPERATING OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF INVESTMENT OFFICER / CO-CHIEF OPERATING OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN SELLERS, CASEY, DOW | I | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN, CASEY, D. | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WHALEN, CASEY, DOW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WIESENECK, LARRY, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| WIESENECK, LARRY, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| WIESENECK, LARRY, SCOTT | I | MANAGING DIRECTOR | NA | Control |
| ROUNDTABLE WEALTH MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT, LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT, LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT, LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT, LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT, LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT, LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT, LP | DE | MANAGING MEMBER | E | Control |
| ROUNDTABLE WEALTH MANAGEMENT, LP | DE | MANAGING MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
| TRUVVO INVESTMENT PARTNERS LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| MORRISSEY, JOHN, CARROLL | I | SHEA VENTURES, LLC | F | Control |
| MORRISSEY, JOHN, CARROLL | I | SHEA VENTURES, LLC | F | Control |
| MORRISSEY, JOHN, CARROLL | I | SHEA VENTURES, LLC | F | Control |
| MORRISSEY, JOHN, CARROLL | I | SHEA VENTURES, LLC | F | Control |
| MORRISSEY, JOHN, CARROLL | I | SHEA VENTURES, LLC | F | Control |
| MORRISSEY, JOHN, CARROLL | I | SHEA VENTURES, LLC | F | Control |
| MORRISSEY, JOHN, CARROLL | I | SHEA VENTURES, LLC | F | Control |
| MORRISSEY, JOHN, CARROLL | I | SHEA VENTURES, LLC | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| ROUNDTABLE WEALTH MANAGEMENT GP LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | F | Control |
| SHEA VENTURES, LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | F | Control |
| SHEA VENTURES, LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | F | Control |
| LAZARD ASSET MANAGEMENT LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | E | Control |
| LAZARD ASSET MANAGEMENT LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | E | Control |
| LAZARD ASSET MANAGEMENT LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | E | Control |
| LAZARD ASSET MANAGEMENT LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | E | Control |
| LAZARD FRERES & CO. LLC | DE | LAZARD ASSET MANAGEMENT LLC | E | Control |
| LAZARD FRERES & CO. LLC | DE | LAZARD ASSET MANAGEMENT LLC | E | Control |
| LAZARD FRERES & CO. LLC | DE | LAZARD ASSET MANAGEMENT LLC | E | Control |
| LAZARD FRERES & CO. LLC | DE | LAZARD ASSET MANAGEMENT LLC | E | Control |
| LAZARD GROUP LLC | DE | LAZARD FRERES & CO. LLC | E | Control |
| LAZARD GROUP LLC | DE | LAZARD FRERES & CO. LLC | E | Control |
| LAZARD GROUP LLC | DE | LAZARD FRERES & CO. LLC | E | Control |
| LAZARD GROUP LLC | DE | LAZARD FRERES & CO. LLC | E | Control |
| LAZARD LTD | FE | LLTD CORP I | E | Control |
| LAZARD LTD | FE | LLTD HOLDING S.A.R.L. | E | Control |
| LAZARD LTD | FE | LLTD CORP I | E | Control |
| LAZARD LTD | FE | LLTD HOLDING S.A.R.L. | E | Control |
| LAZARD LTD | FE | LLTD CORP I | E | Control |
| LAZARD LTD | FE | LLTD HOLDING S.A.R.L. | E | Control |
| LAZARD LTD | FE | LLTD CORP I | E | Control |
| LAZARD LTD | FE | LLTD HOLDING S.A.R.L. | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LLTD CORP I | DE | LLTD CORP II | E | Control |
| LLTD HOLDING S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| LLTD HOLDING S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| LLTD HOLDING S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| LLTD HOLDING S.A.R.L. | FE | LLTD 2 S.A.R.L. | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | ROUNDTABLE WEALTH MANAGEMENT LP | E | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | E | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | E | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | E | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | E | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | E | Control |
| SHEA, CAROLYN, HAND | I | THE CAROLYN HAND SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, CAROLYN, HAND | I | THE CAROLYN HAND SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, CAROLYN, HAND | I | THE CAROLYN HAND SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, CAROLYN, HAND | I | THE CAROLYN HAND SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, DOROTHY, BABBITT | I | THE DOROTHY SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, DOROTHY, BABBITT | I | THE DOROTHY SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, DOROTHY, BABBITT | I | THE DOROTHY SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, DOROTHY, BABBITT | I | THE DOROTHY SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, MARY, SHEA | I | THE MARY SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, MARY, SHEA | I | THE MARY SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, MARY, SHEA | I | THE MARY SHEA 2017 WYOMING TRUST | E | Control |
| SHEA, MARY, SHEA | I | THE MARY SHEA 2017 WYOMING TRUST | E | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE MANAGERS LLC | D | Control |
| LLTD CORP II | DE | LAZARD GROUP LLC | D | Control |
| LLTD CORP II | DE | LAZARD GROUP LLC | D | Control |
| LLTD CORP II | DE | LAZARD GROUP LLC | D | Control |
| LLTD CORP II | DE | LAZARD GROUP LLC | D | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | D | Control |
| SHEA VENTURES, LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | D | Control |
| SHEA VENTURES, LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | D | Control |
| SHEA VENTURES, LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | D | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT LP | C | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| BOISI, GEOFFREY, THOMAS | I | ROUNDTABLE WEALTH MANAGEMENT LP | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE WEALTH MANAGEMENT, LP | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| HERBST, RICHARD, WILLIAM | I | ROUNDTABLE MANAGERS LLC | C | Control |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
| LLTD 2 S.A.R.L. | FE | LAZARD GROUP LLC | C | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | C | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | C | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | C | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | C | Control |
| ROUNDTABLE INVESTMENT PARTNERS LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | C | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | C | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | C | Control |
| ROUNDTABLE MANAGERS LLC | DE | ROUNDTABLE INVESTMENT PARTNERS LLC | C | Control |
| SHEA VENTURES, LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | C | Control |
| SHEA VENTURES, LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | C | Control |
| SHEA VENTURES, LLC | DE | TRUVVO INVESTMENT PARTNERS LLC | C | Control |
| THE CAROLYN HAND SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE CAROLYN HAND SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE CAROLYN HAND SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE CAROLYN HAND SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE CAROLYN HAND SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE CAROLYN HAND SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE CAROLYN HAND SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE CAROLYN HAND SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE DOROTHY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE DOROTHY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE DOROTHY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE DOROTHY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE DOROTHY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE DOROTHY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE DOROTHY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE DOROTHY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE MARY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE MARY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE MARY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE MARY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE MARY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE MARY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE MARY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
| THE MARY SHEA 2017 WYOMING TRUST | DE | SHEA VENTURES, LLC | C | Control |
Registrations
Federal
IA
May 12, 2023 REGISTERED
Notice Filings (3)
IL MA NY
Address
1407 BROADWAYSUITE 448
NEW YORK, NY 10018
United States
Phone: 212-488-4700