ATRIA INVESTMENTS, INC.
Legal name: ADHESION WEALTH ADVISOR SOLUTIONS
CRD #143593 SEC #801-67829 CHARLOTTE, NC 888-295-8351
SEC Registered
Total AUM
$10.4B
Discretionary
$10.4B
Employees
60
Clients
--
Accounts
32,716
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMCZYK, DENISE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ADAMCZYK, DENISE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ADAMCZYK, DENISE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ADAMCZYK, DENISE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ADAMCZYK, DENISE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ADAMCZYK, DENISE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANGUS, TED, FYKE | I | GENERAL COUNSEL | NA | Control |
| ANGUS, TED, FYKE | I | GENERAL COUNSEL | NA | Control |
| ANGUS, TED, FYKE | I | GENERAL COUNSEL | NA | Control |
| ANGUS, TED, FYKE | I | GENERAL COUNSEL | NA | Control |
| ANGUS, TED, FYKE | I | GENERAL COUNSEL | NA | Control |
| ANGUS, TED, FYKE | I | GENERAL COUNSEL | NA | Control |
| ANGUS, TED, FYKE | I | GENERAL COUNSEL | NA | Control |
| ANGUS, TED, FYKE | I | EVP | NA | Control |
| ANGUS, TED, FYKE | I | EVP | NA | Control |
| ANGUS, TED, FYKE | I | EVP | NA | Control |
| ANGUS, TED, FYKE | I | EVP | NA | Control |
| AYERS, BARRETT | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | CHIEF INVESTMENT OFFICER, DIRECTOR OF PORTFOLIO MANAGEMENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| AYERS, BARRETT, WALTER | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| DARR, JORDAN, THOMAS | I | DIRECTOR | NA | Control |
| DARR, JORDAN, THOMAS | I | DIRECTOR | NA | Control |
| DARR, JORDAN, THOMAS | I | DIRECTOR | NA | Control |
| DARR, JORDAN, THOMAS | I | DIRECTOR | NA | Control |
| DARR, JORDAN, THOMAS | I | DIRECTOR | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEANGELIS, MARK, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANSEN, CARRIE, ELLEN | I | EVP & CHIEF OPERATING OFFICER | NA | Control |
| HANSEN, CARRIE, ELLEN | I | EVP & CHIEF OPERATING OFFICER | NA | Control |
| KIM, H. MICHAEL, MICHAEL | I | DIRECTOR | NA | Control |
| KIM, H. MICHAEL, MICHAEL | I | DIRECTOR | NA | Control |
| KIM, H. MICHAEL, MICHAEL | I | DIRECTOR | NA | Control |
| KIM, H. MICHAEL, MICHAEL | I | DIRECTOR | NA | Control |
| KIM, H. MICHAEL, MICHAEL | I | DIRECTOR | NA | Control |
| KIM, H. MICHAEL, MICHAEL | I | DIRECTOR | NA | Control |
| KIM, H. MICHAEL, MICHAEL | I | DIRECTOR | NA | Control |
| KIM, MICHAEL | I | DIRECTOR | NA | Control |
| KIM, MICHAEL | I | DIRECTOR | NA | Control |
| KIM, MICHAEL | I | CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| KIM, MICHAEL | I | CHIEF EXECUTIVE OFFICER/DIRECTOR | NA | Control |
| LAMBUTH, RYAN, SCOTT | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| MAIURI, LOU | I | CHAIRMAN, GROUP CHIEF EXECUTIVE OFFICE, DIRECTOR | NA | Control |
| MAIURI, LOU | I | CHAIRMAN | NA | Control |
| MAIURI, LOU | I | CHAIRMAN | NA | Control |
| MAIURI, LOU | I | CHAIRMAN | NA | Control |
| MCNATT, JOEL, DAVID | I | EVP | NA | Control |
| MCNATT, JOEL, DAVID | I | EVP | NA | Control |
| MULVEY, DANIEL, BRENDAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULVEY, DANIEL, BRENDAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULVEY, DANIEL, BRENDAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULVEY, DANIEL, BRENDAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULVEY, DANIEL, BRENDAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULVEY, DANIEL, BRENDAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULVEY, DANIEL, BRENDAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| STIER, MICHAEL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ZYLA, GARY, GEORGE | I | EVP/TREASURER/DIRECTOR | NA | Control |
| ADHESION TECHNOLOGIES, INC | DE | MANAGING MEMBER | E | Control |
| ADHESION TECHNOLOGIES, INC | DE | MANAGING MEMBER | E | Control |
| ADHESION TECHNOLOGIES, INC | DE | MANAGING MEMBER | E | Control |
| ADHESION TECHNOLOGIES, INC | DE | PARENT ENTITY | E | Control |
| ADHESION TECHNOLOGIES, INC | DE | MANAGING MEMBER | E | Control |
| ADHESION TECHNOLOGIES, INC | DE | MANAGING MEMBER | E | Control |
| ADHESION TECHNOLOGIES, INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ADHESION WEALTH ADVISOR SOLUTIONS INC | DE | MANAGING MEMBER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| ASSETMARK FINANCIAL HOLDINGS, INC. | DE | SOLE SHAREHOLDER - DIRECT OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
| VESTMARK, INCORPORATED | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GTCR INVESTMENT XIV LLC | DE | GTCR PARTNERS XIV/A&C LP | F | Control |
| GTCR INVESTMENT XIV LLC | DE | GTCR PARTNERS XIV/A&C LP | F | Control |
| GTCR PARTNERS XIV/A&C LP | DE | GTCR FUND XIV/A LP | F | Control |
| GTCR PARTNERS XIV/A&C LP | DE | VIOLET INVESTORS LP | F | Control |
| GTCR PARTNERS XIV/A&C LP | DE | GTCR FUND XIV/A LP | F | Control |
| GTCR PARTNERS XIV/A&C LP | DE | VIOLET INVESTORS LP | F | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| BLUNDIN, DAVID, BRANSFORD | I | VESTMARK, INCORPORATED | E | Control |
| GTCR EVEREST BORROWER, LLC | DE | ASSETMARK FINANCIAL HOLDINGS, INC. | E | Control |
| GTCR EVEREST BORROWER, LLC | DE | ASSETMARK FINANCIAL HOLDINGS, INC. | E | Control |
| GTCR EVEREST HOLDINGS, LLC. | DE | GTCR EVEREST TOPCO, INC. | E | Control |
| GTCR EVEREST HOLDINGS, LLC. | DE | GTCR EVEREST TOPCO, INC. | E | Control |
| GTCR EVEREST INTERMEDIATE, INC. | DE | GTCR EVEREST BORROWER, LLC | E | Control |
| GTCR EVEREST INTERMEDIATE, INC. | DE | GTCR EVEREST BORROWER, LLC | E | Control |
| GTCR EVEREST TOPCO, INC. | DE | VIOLET INVESTORS LP | E | Control |
| GTCR EVEREST TOPCO, INC. | DE | VIOLET INVESTORS LP | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| PB HOLDINGS I LLC | DE | SCIENS STRUCTURED DEBT HOLDINGS II LLC | E | Control |
| SCIENS INTERNATIONAL INVESTMENTS AND HOLDINGS SA | FE | SCIENS PROTECTIVE HOLDINGS | E | Control |
| SCIENS INTERNATIONAL INVESTMENTS AND HOLDINGS SA | FE | SCIENS PROTECTIVE HOLDINGS | E | Control |
| SCIENS INTERNATIONAL INVESTMENTS AND HOLDINGS SA | FE | SCIENS PROTECTIVE HOLDINGS | E | Control |
| SCIENS INTERNATIONAL INVESTMENTS AND HOLDINGS SA | FE | SCIENS PROTECTIVE HOLDINGS | E | Control |
| SCIENS INTERNATIONAL INVESTMENTS AND HOLDINGS SA | FE | SCIENS PROTECTIVE HOLDINGS | E | Control |
| SCIENS INTERNATIONAL INVESTMENTS AND HOLDINGS SA | FE | SCIENS PROTECTIVE HOLDINGS | E | Control |
| SCIENS INTERNATIONAL INVESTMENTS AND HOLDINGS SA | FE | SCIENS PROTECTIVE HOLDINGS | E | Control |
| SCIENS INTERNATIONAL INVESTMENTS AND HOLDINGS SA | FE | SCIENS PROTECTIVE HOLDINGS | E | Control |
| SCIENS INTERNATIONAL INVESTMENTS AND HOLDINGS SA | FE | SCIENS PROTECTIVE HOLDINGS | E | Control |
| SCIENS INTERNATIONAL INVESTMENTS AND HOLDINGS SA | FE | SCIENS PROTECTIVE HOLDINGS | E | Control |
| SCIENS SPECIAL SITUATIONS MASTER FUND | DE | SSSMF HELIO BOND GUARANTOR LTD | E | Control |
| SCIENS SPECIAL SITUATIONS MASTER FUND | DE | SSSMF HELIO BOND GUARANTOR LTD | E | Control |
| SCIENS SPECIAL SITUATIONS MASTER FUND | DE | SSSMF HELIO BOND GUARANTOR LTD | E | Control |
| SCIENS SPECIAL SITUATIONS MASTER FUND | DE | SSSMF HELIO BOND GUARANTOR LTD | E | Control |
| SSSMF HELIO BOND GUARANTOR LTD | DE | SSSMF HELIO BOND HOLDINGS LTD. | E | Control |
| SSSMF HELIO BOND GUARANTOR LTD | DE | SSSMF HELIO BOND HOLDINGS LTD. | E | Control |
| SSSMF HELIO BOND GUARANTOR LTD | DE | SSSMF HELIO BOND HOLDINGS LTD. | E | Control |
| SSSMF HELIO BOND GUARANTOR LTD | DE | SSSMF HELIO BOND HOLDINGS LTD. | E | Control |
| HUATAI INTERNATIONAL INVESTMENT HOLDINGS LIMITED | FE | ASSETMARK FINANCIAL HOLDINGS, INC. | D | Control |
| HUATAI INTERNATIONAL INVESTMENT HOLDINGS LIMITED | FE | ASSETMARK FINANCIAL HOLDINGS, INC. | D | Control |
| HUATAI INTERNATIONAL INVESTMENT HOLDINGS LIMITED | FE | ASSETMARK FINANCIAL HOLDINGS, INC. | D | Control |
| HUATAI INTERNATIONAL INVESTMENT HOLDINGS LIMITED | FE | ASSETMARK FINANCIAL HOLDINGS, INC. | D | Control |
| SSSMF HELIO BOND HOLDINGS LTD. | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | D | Control |
| SSSMF HELIO BOND HOLDINGS LTD. | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | D | Control |
| SSSMF HELIO BOND HOLDINGS LTD. | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | D | Control |
| SSSMF HELIO BOND HOLDINGS LTD. | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | D | Control |
| SSSMF HELIO BOND HOLDINGS LTD. | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | D | Control |
| SSSMF HELIO BOND HOLDINGS LTD. | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | D | Control |
| SSSMF HELIO BOND HOLDINGS LTD. | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | D | Control |
| SSSMF HELIO BOND HOLDINGS LTD. | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | D | Control |
| GTCR FUND XIV/A LP | DE | GTCR EVEREST HOLDINGS, LLC. | C | Control |
| GTCR FUND XIV/A LP | DE | GTCR EVEREST HOLDINGS, LLC. | C | Control |
| SCIENS INTERNATIONAL HOLDINGS 2 | DE | SCIENS SPECIAL SITUATIONS MASTER FUND | C | Control |
| SCIENS INTERNATIONAL HOLDINGS 2 | DE | SCIENS SPECIAL SITUATIONS MASTER FUND | C | Control |
| SCIENS INTERNATIONAL HOLDINGS 2 | DE | SCIENS SPECIAL SITUATIONS MASTER FUND | C | Control |
| SCIENS INTERNATIONAL HOLDINGS 2 | DE | SCIENS SPECIAL SITUATIONS MASTER FUND | C | Control |
| SCIENS INTERNATIONAL HOLDINGS 2 | DE | SCIENS SPECIAL SITUATIONS MASTER FUND | C | Control |
| SCIENS INTERNATIONAL HOLDINGS 2 | DE | SCIENS SPECIAL SITUATIONS MASTER FUND | C | Control |
| SCIENS INTERNATIONAL HOLDINGS 2 | DE | SCIENS SPECIAL SITUATIONS MASTER FUND | C | Control |
| SCIENS INTERNATIONAL HOLDINGS 2 | DE | SCIENS SPECIAL SITUATIONS MASTER FUND | C | Control |
| SCIENS INTERNATIONAL HOLDINGS 2 | DE | SCIENS SPECIAL SITUATIONS MASTER FUND | C | Control |
| SCIENS INTERNATIONAL HOLDINGS 2 | DE | SCIENS SPECIAL SITUATIONS MASTER FUND | C | Control |
| SCIENS PROTECTIVE HOLDINGS | DE | SCIENS INTERNATIONAL HOLDINGS 2 | C | Control |
| SCIENS PROTECTIVE HOLDINGS | DE | SCIENS INTERNATIONAL HOLDINGS 2 | C | Control |
| SCIENS PROTECTIVE HOLDINGS | DE | SCIENS INTERNATIONAL HOLDINGS 2 | C | Control |
| SCIENS PROTECTIVE HOLDINGS | DE | SCIENS INTERNATIONAL HOLDINGS 2 | C | Control |
| SCIENS PROTECTIVE HOLDINGS | DE | SCIENS INTERNATIONAL HOLDINGS 2 | C | Control |
| SCIENS PROTECTIVE HOLDINGS | DE | SCIENS INTERNATIONAL HOLDINGS 2 | C | Control |
| SCIENS PROTECTIVE HOLDINGS | DE | SCIENS INTERNATIONAL HOLDINGS 2 | C | Control |
| SCIENS PROTECTIVE HOLDINGS | DE | SCIENS INTERNATIONAL HOLDINGS 2 | C | Control |
| SCIENS PROTECTIVE HOLDINGS | DE | SCIENS INTERNATIONAL HOLDINGS 2 | C | Control |
| SCIENS PROTECTIVE HOLDINGS | DE | SCIENS INTERNATIONAL HOLDINGS 2 | C | Control |
| SCIENS SPECIAL SITUATIONS MASTER FUND | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | C | Control |
| SCIENS SPECIAL SITUATIONS MASTER FUND | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | C | Control |
| SCIENS SPECIAL SITUATIONS MASTER FUND | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | C | Control |
| SCIENS SPECIAL SITUATIONS MASTER FUND | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | C | Control |
| SCIENS SPECIAL SITUATIONS MASTER FUND | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | C | Control |
| SCIENS SPECIAL SITUATIONS MASTER FUND | DE | ADHESION WEALTH ADVISOR SOLUTIONS INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| SCIENS STRUCTURED DEBT HOLDINGS II LLC | DE | ADHESION TECHNOLOGIES INC. | C | Control |
| VIOLET INVESTORS LP | DE | GTCR EVEREST HOLDINGS, LLC. | C | Control |
| VIOLET INVESTORS LP | DE | GTCR EVEREST HOLDINGS, LLC. | C | Control |
Registrations
Federal
IA
Dec 23, 2025 REGISTERED
Notice Filings (52)
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