1607 CAPITAL PARTNERS, LLC
CRD #144758 SEC #801-68322 RICHMOND, VA 804.525.1750
SEC Registered Private Funds
Total AUM
$3.8B
Discretionary
$3.8B
Employees
16
Clients
--
Accounts
22
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 0
- LEI
- 254900YMLYQ7JQGVSR28
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKHARDT, JR., CHARLES, BYRON | I | DIRECTOR | NA | Control |
| BURKHARDT, JR., CHARLES, BYRON | I | DIRECTOR | NA | Control |
| BURKHARDT, JR., CHARLES, BYRON | I | DIRECTOR | NA | Control |
| BURKHART, JR., CHARLES, BYRON | I | DIRECTOR | NA | Control |
| BURKHART, JR., CHARLES, BYRON | I | DIRECTOR | NA | Control |
| BURKHART, JR., CHARLES, BYRON | I | DIRECTOR | NA | Control |
| BURKHART, JR., CHARLES, BYRON | I | DIRECTOR | NA | Control |
| HUNT, MARTIN, TYLER | I | ASSOCIATE, OPERATIONS AND COMPLIANCE/MEMBER | NA | |
| HUNT, MARTIN, TYLER | I | ASSOCIATE, OPERATIONS AND COMPLIANCE/MEMBER | NA | |
| HUNT, MARTIN, TYLER | I | OPERATIONS AND COMPLIANCE/MEMBER | NA | |
| HUNT, MARTIN, TYLER | I | OPERATIONS AND COMPLIANCE/MEMBER | NA | |
| HUNT, MARTIN, TYLER | I | OPERATIONS AND COMPLIANCE/MEMBER | NA | |
| HUNT, MARTIN, TYLER | I | OPERATIONS AND COMPLIANCE/MEMBER | NA | |
| HUNT, MARTIN, TYLER | I | DIRECTOR, OPERATIONS AND FINANCE/MEMBER | NA | |
| HUNTLEY, BRYAN, KURT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | PARTNER, FINANCE AND OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | PARTNER, FINANCE AND OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | PARTNER, FINANCE AND OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | PARTNER, FINANCE AND OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | PARTNER, FINANCE AND OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | PARTNER, FINANCE AND OPERATIONS / CHIEF COMPLIANCE OFFICER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | PARTNER, FINANCE AND OPERATIONS/CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | PARTNER, FINANCE AND OPERATIONS/CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | DIRECTOR, FINANCE AND OPERATIONS/CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | DIRECTOR, FINANCE AND OPERATIONS/CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | DIRECTOR, FINANCE AND OPERATIONS/MEMBER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | DIRECTOR, FINANCE AND OPERATIONS/MEMBER | NA | Control |
| HUNTLEY, BRYAN, KURT | I | MANAGING DIRECTOR, FINANCE AND OPERATIONS/MEMBER | NA | Control |
| KALKOWSKY, MATHEW, RYAN | I | PORTFOLIO MANAGER/MEMBER | NA | |
| KALKOWSKY, MATHEW, RYAN | I | PORTFOLIO MANAGER/MEMBER | NA | |
| KALKOWSKY, MATHEW, RYAN | I | INVESTMENTS/MEMBER | NA | |
| KALKOWSKY, MATHEW, RYAN | I | INVESTMENTS/MEMBER | NA | |
| KALKOWSKY, MATHEW, RYAN | I | INVESTMENTS/MEMBER | NA | |
| KALKOWSKY, MATHEW, RYAN | I | INVESTMENTS/MEMBER | NA | |
| KALKOWSKY, MATHEW, RYAN | I | DIRECTOR, INVESTMENTS/MEMBER | NA | |
| MACKAY, CHRISTOPHER, GEORGE | I | CO-DIRECTOR, CLIENT SERVICE AND MARKETING/MEMBER | NA | |
| MACKAY, CHRISTOPHER, GEORGE | I | DIRECTOR, CLIENT SERVICE AND MARKETING/MEMBER | NA | |
| MACKAY, CHRISTOPHER, GEORGE | I | DIRECTOR, CLIENT SERVICE AND MARKETING/MEMBER | NA | Control |
| MACKAY, CHRISTOPHER, GEORGE | I | DIRECTOR, CLIENT SERVICE AND MARKETING/MEMBER | NA | Control |
| MACKAY, CHRISTOPHER, GEORGE | I | MANAGING DIRECTOR, CLIENT SERVICE AND MARKETING/MEMBER | NA | Control |
| MONTSINGER, SHANNON, WARE | I | TRUSTEE OF TLM TRUST U/A DATED 12/30/21 | NA | |
| MONTSINGER, SHANNON, WARE | I | TRUSTEE OF MSM TRUST U/A DATED 12/30/21 | NA | |
| MONTSINGER, SHANNON, WARE | I | TRUSTEE OF TLM TRUST U/A DATED 12/30/21 | NA | |
| MONTSINGER, SHANNON, WARE | I | TRUSTEE OF MSM TRUST U/A DATED 12/30/21 | NA | |
| MONTSINGER, SHANNON, WARE | I | TRUSTEE OF TLM TRUST U/A DATED 12/30/21 | NA | |
| MONTSINGER, SHANNON, WARE | I | TRUSTEE OF MSM TRUST U/A DATED 12/30/21 | NA | |
| MONTSINGER, SHANNON, WARE | I | TRUSTEE OF TLM TRUST U/A DATED 12/30/21 | NA | |
| MONTSINGER, SHANNON, WARE | I | TRUSTEE OF MSM TRUST U/A DATED 12/30/21 | NA | |
| MSM TRUST U/A DATED 12/30/21 | DE | MEMBER | NA | |
| MSM TRUST U/A DATED 12/30/21 | DE | MEMBER | NA | |
| MSM TRUST U/A DATED 12/30/21 | DE | MEMBER | NA | |
| MSM TRUST U/A DATED 12/30/21 | DE | MEMBER | NA | |
| RUTHERFORD, KEVIN, STEWART | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTHERFORD, KEVIN, STEWART | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUTHERFORD, KEVIN, STEWART | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TATTERSALL, FRED, THOMAS | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, FRED, THOMAS | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, FRED, THOMAS | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, FRED, THOMAS | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, FRED, THOMAS | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, FRED, THOMAS | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, FRED, THOMAS | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, KELLY, FITZGERALD | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, KELLY, FITZGERALD | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, KELLY, FITZGERALD | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, KELLY, FITZGERALD | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, KELLY, FITZGERALD | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, KELLY, FITZGERALD | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| TATTERSALL, KELLY, FITZGERALD | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | NA | |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | DE | MEMBER | NA | |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | DE | MEMBER | NA | |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | DE | MEMBER | NA | |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | DE | MEMBER | NA | |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | DE | MEMBER | NA | |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | DE | MEMBER | NA | |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | DE | MEMBER | NA | |
| TLM TRUST U/A DATED 12/30/21 | DE | MEMBER | NA | |
| TLM TRUST U/A DATED 12/30/21 | DE | MEMBER | NA | |
| TLM TRUST U/A DATED 12/30/21 | DE | MEMBER | NA | |
| TLM TRUST U/A DATED 12/30/21 | DE | MEMBER | NA | |
| ZHANG, RUIYI | I | QUANTITATIVE ANALYST/MEMBER | NA | |
| ZHANG, RUIYI | I | QUANTITATIVE ANALYST/MEMBER | NA | |
| ZHANG, RUIYI | I | INVESTMENTS/MEMBER | NA | |
| ZHANG, RUIYI | I | INVESTMENTS/MEMBER | NA | |
| ZHANG, RUIYI | I | INVESTMENTS/MEMBER | NA | |
| ZHANG, RUIYI | I | INVESTMENTS/MEMBER | NA | |
| ZHANG, RUIYI | I | DIRECTOR, INVESTMENTS/MEMBER | NA | |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER | D | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FAKE, SHANNON, S | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | C | Control |
| FAKE, SHANNON, S | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | C | Control |
| MALLORY, JAMES, EDWARD | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | C | Control |
| MALLORY, JAMES, EDWARD | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | C | Control |
| ROSEMONT INVESTMENT GROUP, LLC | DE | MEMBER | C | Control |
| ROSEMONT INVESTMENT GROUP, LLC | DE | MEMBER | C | Control |
| ROSEMONT INVESTMENT GROUP, LLC | DE | MEMBER | C | Control |
| ROSEMONT INVESTMENT GROUP, LLC | DE | MEMBER | C | Control |
| ROSEMONT INVESTMENT GROUP, LLC | DE | MEMBER | C | Control |
| ROSEMONT INVESTMENT GROUP, LLC | DE | MEMBER | C | Control |
| ROSEMONT INVESTMENT GROUP, LLC | DE | MEMBER | C | Control |
| ROSEMONT INVESTMENT GROUP, LLC | DE | MEMBER | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | MANAGING DIRECTOR | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | MANAGING DIRECTOR | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | MANAGING DIRECTOR | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | MANAGING DIRECTOR | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | MANAGING DIRECTOR | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | FOUNDING PARTNER, CLIENT SERVICE AND MARKETING | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | FOUNDING PARTNER, CLIENT SERVICE AND MARKETING | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | FOUNDING PARTNER, CLIENT SERVICE AND MARKETING | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | FOUNDING PARTNER, CLIENT SERVICE AND MARKETING | C | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | FOUNDING PARTNER, CLIENT SERVICE AND MARKETING | C | Control |
| FAKE, SHANNON, S | I | MANAGING DIRECTOR | B | Control |
| FAKE, SHANNON, S | I | MANAGING DIRECTOR | B | Control |
| FAKE, SHANNON, S | I | MANAGING DIRECTOR | B | Control |
| FAKE, SHANNON, S | I | MANAGING DIRECTOR | B | Control |
| FAKE, SHANNON, S | I | MANAGING DIRECTOR | B | Control |
| FAKE, SHANNON, S | I | MANAGING DIRECTOR | B | Control |
| FAKE, SHANNON, S | I | MANAGING DIRECTOR | B | Control |
| FAKE, SHANNON, S | I | MANAGING DIRECTOR | B | Control |
| FAKE, SHANNON, S | I | MANAGING DIRECTOR | B | Control |
| FAKE, SHANNON, S | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| FAKE, SHANNON, S | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| FAKE, SHANNON, S | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| FAKE, SHANNON, S | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| FAKE, SHANNON, S | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER/DIRECTOR/MEMBER | B | Control |
| FAKE, SHANNON, S | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER/DIRECTOR/MEMBER | B | Control |
| FAKE, SHANNON, S | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | B | Control |
| FAKE, SHANNON, S | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | B | Control |
| FAKE, SHANNON, S | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | B | Control |
| FAKE, SHANNON, S | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | B | Control |
| FAKE, SHANNON, S | I | MANAGING DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | B | Control |
| LONG, ASHLEY, WATSON | I | MANAGING DIRECTOR | B | Control |
| LONG, ASHLEY, WATSON | I | MANAGING DIRECTOR | B | Control |
| LONG, ASHLEY, WATSON | I | MANAGING DIRECTOR | B | Control |
| LONG, ASHLEY, WATSON | I | MANAGING DIRECTOR | B | Control |
| LONG, ASHLEY, WATSON | I | MANAGING DIRECTOR | B | Control |
| LONG, ASHLEY, WATSON | I | MANAGING DIRECTOR | B | Control |
| LONG, ASHLEY, WATSON | I | MANAGING DIRECTOR | B | Control |
| LONG, ASHLEY, WATSON | I | MANAGING DIRECTOR | B | Control |
| LONG, ASHLEY, WATSON | I | MANAGING DIRECTOR | B | Control |
| LONG, ASHLEY, WATSON | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| LONG, ASHLEY, WATSON | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| LONG, ASHLEY, WATSON | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| LONG, ASHLEY, WATSON | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| LONG, ASHLEY, WATSON | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| MALLORY, JAMES, EDWARD | I | MANAGING DIRECTOR | B | Control |
| MALLORY, JAMES, EDWARD | I | MANAGING DIRECTOR | B | Control |
| MALLORY, JAMES, EDWARD | I | MANAGING DIRECTOR | B | Control |
| MALLORY, JAMES, EDWARD | I | MANAGING DIRECTOR | B | Control |
| MALLORY, JAMES, EDWARD | I | MANAGING DIRECTOR | B | Control |
| MALLORY, JAMES, EDWARD | I | MANAGING DIRECTOR | B | Control |
| MALLORY, JAMES, EDWARD | I | MANAGING DIRECTOR | B | Control |
| MALLORY, JAMES, EDWARD | I | MANAGING DIRECTOR | B | Control |
| MALLORY, JAMES, EDWARD | I | MANAGING DIRECTOR | B | Control |
| MALLORY, JAMES, EDWARD | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| MALLORY, JAMES, EDWARD | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| MALLORY, JAMES, EDWARD | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| MALLORY, JAMES, EDWARD | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | B | Control |
| MALLORY, JAMES, EDWARD | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER/DIRECTOR/MEMBER | B | Control |
| MALLORY, JAMES, EDWARD | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER/DIRECTOR/MEMBER | B | Control |
| MALLORY, JAMES, EDWARD | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | B | Control |
| MALLORY, JAMES, EDWARD | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MANAGING MEMBER | B | Control |
| MALLORY, JAMES, EDWARD | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MANAGING MEMBER | B | Control |
| MALLORY, JAMES, EDWARD | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MANAGING MEMBER | B | Control |
| MALLORY, JAMES, EDWARD | I | MANAGING DIRECTOR, INVESTMENTS/DIRECTOR/MANAGING MEMBER | B | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER | B | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER | B | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER | B | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER | B | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER | B | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | FOUNDING PARTNER, CLIENT SERVICE AND MARKETING | B | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | FOUNDING PARTNER, CLIENT SERVICE AND MARKETING/DIRECTOR/MANAGING MEMBER | B | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | FOUNDING PARTNER, CLIENT SERVICE AND MARKETING/DIRECTOR/MANAGING MEMBER | B | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | CO-DIRECTOR, CLIENT SERVICE AND MARKETING/DIRECTOR/MANAGING MEMBER | B | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | DIRECTOR/MEMBER | B | Control |
| LONG, ASHLEY, WATSON | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER | A | Control |
| LONG, ASHLEY, WATSON | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER/DIRECTOR/MEMBER | A | Control |
| LONG, ASHLEY, WATSON | I | FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER/DIRECTOR/MEMBER | A | Control |
| LONG, ASHLEY, WATSON | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | A | Control |
| LONG, ASHLEY, WATSON | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | A | Control |
| LONG, ASHLEY, WATSON | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | A | Control |
| LONG, ASHLEY, WATSON | I | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | A | Control |
| LONG, ASHLEY, WATSON | I | MANAGING DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | A | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER | A | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER | A | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER | A | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER | A | Control |
| TATTERSALL, FRED, THOMAS | I | CHAIRMAN | A | Control |
| TATTERSALL, FRED, THOMAS | I | MANAGING MEMBER / CHAIRMAN | A | Control |
| TATTERSALL, FRED, THOMAS | I | CHAIRMAN | A | Control |
| TATTERSALL, FRED, THOMAS | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | A | |
| TATTERSALL, FRED, THOMAS | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | A | |
| TATTERSALL, FRED, THOMAS | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | A | |
| TATTERSALL, KELLY, FITZGERALD | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | A | |
| TATTERSALL, KELLY, FITZGERALD | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | A | |
| TATTERSALL, KELLY, FITZGERALD | I | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | A | |
| TATTERSALL, THOMAS, KIRKWOOD | I | DIRECTOR/MEMBER | A | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | DIRECTOR/MEMBER | A | Control |
| TATTERSALL, THOMAS, KIRKWOOD | I | DIRECTOR/MEMBER | A | Control |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | DE | MEMBER | A | |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | DE | MEMBER | A | |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MONTSINGER, SHANNON, WARE | I | TLM TRUST U/A DATED 12/30/21 | F | |
| MONTSINGER, SHANNON, WARE | I | MSM TRUST U/A DATED 12/30/21 | F | |
| MONTSINGER, SHANNON, WARE | I | TLM TRUST U/A DATED 12/30/21 | F | |
| MONTSINGER, SHANNON, WARE | I | MSM TRUST U/A DATED 12/30/21 | F | |
| MONTSINGER, SHANNON, WARE | I | TLM TRUST U/A DATED 12/30/21 | F | |
| MONTSINGER, SHANNON, WARE | I | MSM TRUST U/A DATED 12/30/21 | F | |
| TATTERSALL, FRED, THOMAS | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, FRED, THOMAS | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, FRED, THOMAS | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, FRED, THOMAS | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, FRED, THOMAS | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, FRED, THOMAS | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, FRED, THOMAS | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, FRED, THOMAS | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, FRED, THOMAS | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, KELLY, FITZGERALD | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, KELLY, FITZGERALD | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, KELLY, FITZGERALD | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, KELLY, FITZGERALD | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, KELLY, FITZGERALD | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, KELLY, FITZGERALD | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, KELLY, FITZGERALD | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, KELLY, FITZGERALD | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| TATTERSALL, KELLY, FITZGERALD | I | THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | F | |
| MARKEL CORPORATION | DE | MARKEL VENTURES INC. | E | Control |
| MARKEL CORPORATION | DE | MARKEL VENTURES INC. | E | Control |
| MARKEL CORPORATION | DE | MARKEL VENTURES INC. | E | Control |
| MARKEL CORPORATION | DE | MARKEL VENTURES INC. | E | Control |
| MARKEL CORPORATION | DE | MARKEL VENTURES INC. | E | Control |
| MARKEL CORPORATION | DE | MARKEL VENTURES INC. | E | Control |
| MARKEL CORPORATION | DE | MARKEL VENTURES INC. | E | Control |
| MARKEL VENTURES INC. | DE | ROSEMONT INVESTMENT GROUP, LLC | E | Control |
| MARKEL VENTURES INC. | DE | ROSEMONT INVESTMENT GROUP, LLC | E | Control |
| MARKEL VENTURES INC. | DE | ROSEMONT INVESTMENT GROUP, LLC | E | Control |
| MARKEL VENTURES INC. | DE | ROSEMONT INVESTMENT GROUP, LLC | E | Control |
| MARKEL VENTURES INC. | DE | ROSEMONT INVESTMENT GROUP, LLC | E | Control |
| MARKEL VENTURES INC. | DE | ROSEMONT INVESTMENT GROUP, LLC | E | Control |
| MARKEL VENTURES INC. | DE | ROSEMONT INVESTMENT GROUP, LLC | E | Control |
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IA
Mar 6, 2025 REGISTERED
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