PATHSTONE FAMILY OFFICE, LLC
Legal name: PATHSTONE
CRD #151736 SEC #801-70776 ENGLEWOOD, NJ 201-944-7284
SEC Registered Private Funds
Total AUM
$100.4B
Discretionary
$62.6B
Employees
663
Clients
--
Accounts
26,320
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2025
- Branch Offices
- 20
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNAL, BLISS, MARGARET | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | MANAGING DIRECTOR | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | Control |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| BRAVERMAN, STEVEN, BARRY | I | CO-CHAIRMAN | NA | |
| Bernal, Bliss | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bernal, Bliss | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bernal, Bliss | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTIAN MURTIE, JENNIFER | I | CO- COO/CMO | NA | |
| CHRISTIAN MURTIE, JENNIFER | I | CO- COO/CMO | NA | |
| CHRISTIAN MURTIE, JENNIFER | I | CO- COO/CMO | NA | |
| CHRISTIAN MURTIE, JENNIFER | I | CO- COO/CMO | NA | |
| CHRISTIAN MURTIE, JENNIFER | I | COO | NA | |
| CHRISTIAN MURTIE, JENNIFER | I | COO | NA | |
| CHRISTIAN MURTIE, JENNIFER | I | COO | NA | |
| CHRISTIAN MURTIE, JENNIFER | I | COO | NA | |
| FAFARD, KRISTIN, LYNN | I | CHIEF INVESTMENT OFFICER | NA | |
| FAFARD, KRISTIN, LYNN | I | CHIEF INVESTMENT OFFICER | NA | |
| FAFARD, KRISTIN, LYNN | I | CHIEF INVESTMENT OFFICER | NA | |
| FAFARD, KRISTIN, LYNN | I | CHIEF INVESTMENT OFFICER | NA | |
| FLEISSIG, MATTHEW, JACOB | I | MANAGING DIRECTOR-INVESTMENTS | NA | |
| FLEISSIG, MATTHEW, JACOB | I | MANAGING DIRECTOR-INVESTMENTS | NA | |
| FLEISSIG, MATTHEW, JACOB | I | MANAGING DIRECTOR-INVESTMENTS | NA | |
| FLEISSIG, MATTHEW, JACOB | I | MANAGING DIRECTOR-INVESTMENTS | NA | |
| FLEISSIG, MATTHEW, JACOB | I | MANAGING DIRECTOR-INVESTMENTS | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | MANAGING DIRECTOR-INVESTMENTS | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | MANAGING DIRECTOR-INVESTMENTS | NA | |
| FLEISSIG, MATTHEW, JACOB | I | MANAGING DIRECTOR-INVESTMENTS | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | PRESIDENT | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FLEISSIG, MATTHEW, JACOB | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GODES, ERIC, JAMES | I | CO-COO | NA | |
| GODES, ERIC, JAMES | I | CO-COO | NA | |
| JOHNSTON, MICHELLE, ROSS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSTON, MICHELLE, ROSS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSTON, MICHELLE, ROSS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSTON, MICHELLE, ROSS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSTON, MICHELLE, ROSS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSTON, MICHELLE, ROSS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSTON, MICHELLE, ROSS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| KEATES, CHARLES, PAXSON | I | INTERIM CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL | NA | Control |
| KEATES, CHARLES, PAXSON | I | GENERAL COUNSEL | NA | Control |
| KEATES, CHARLES, PAXSON | I | GENERAL COUNSEL | NA | Control |
| KEATES, CHARLES, PAXSON | I | GENERAL COUNSEL | NA | Control |
| KEATES, CHARLES, PAXSON | I | GENERAL COUNSEL | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN EMERITUS | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN EMERITUS | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN EMERITUS | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN EMERITUS | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN EMERITUS | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN EMERITUS | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN EMERITUS | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN EMERITUS | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN EMERITUS | NA | Control |
| LAPANN, JOHN, ROBERT | I | CHAIRMAN EMERITUS | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY | I | PRESIDENT | NA | Control |
| MAREGNI, KELLY, JEAN | I | PRESIDENT | NA | Control |
| SCARPELLO, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | |
| SCARPELLO, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | |
| SCARPELLO, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | |
| SCARPELLO, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | |
| SCARPELLO, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCARPELLO, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCARPELLO, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCARPELLO, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCARPELLO, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCARPELLO, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SECO, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, CTO | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER, CTO | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SHER, MATTHEW, DOUGLAS | I | CHIEF TECHNOLOGY OFFICER | NA | |
| SURRATT, TAMMY, LYNN | I | MANAGING DIRECTOR | NA | |
| SURRATT, TAMMY, LYNN | I | MANAGING DIRECTOR | NA | |
| SURRATT, TAMMY, LYNN | I | MANAGING DIRECTOR | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| TARDIFF, RICHARD, MILES | I | GENERAL COUNSEL/ CHIEF COMPLIANCE OFFICER | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | Control |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | Control |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | Control |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | Control |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | Control |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | Control |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | Control |
| WILMOTT, LISANDRA, EVELYN | I | CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | EXECUTIVE MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | MANAGING DIRECTOR | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHIEF EXECUTIVE OFFICER | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | Control |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| ZACHARIAH, ALLAN, JAY | I | CO- CHAIRMAN | NA | |
| INTERIM HOLDINGS, LLC | DE | MANAGER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| PATHSTONE INTERMEDIATE HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| FUND V UGP LLC | DE | LOVELL MINNICK EQUITY ADVISORS V LP | F | Control |
| KELSO GP XI, LLC | DE | KIA XI (TAILWIND) GP, L.P. | F | Control |
| KELSO GP XI, LLC | DE | KIA XI (TAILWIND) GP, L.P. | F | Control |
| KELSO GP XI, LLC | DE | KIA XI (TAILWIND) GP, L.P. | F | Control |
| KELSO GP XI, LLC | DE | KIA XI (TAILWIND) GP, L.P. | F | Control |
| KELSO GP XI, LLC | DE | KIA XI (TAILWIND) GP, L.P. | F | Control |
| KELSO GP XI, LLC | DE | KIA XI (TAILWIND) GP, L.P. | F | Control |
| KELSO GP XI, LLC | DE | KIA XI (TAILWIND) GP, L.P. | F | Control |
| KIA XI (TAILWIND) GP, L.P. | DE | KIA XI (TAILWIND) INVESTOR, L.P. | F | Control |
| KIA XI (TAILWIND) GP, L.P. | DE | KIA XI (TAILWIND) INVESTOR, L.P. | F | Control |
| KIA XI (TAILWIND) GP, L.P. | DE | KIA XI (TAILWIND) INVESTOR, L.P. | F | Control |
| KIA XI (TAILWIND) GP, L.P. | DE | KIA XI (TAILWIND) INVESTOR, L.P. | F | Control |
| KIA XI (TAILWIND) GP, L.P. | DE | KIA XI (TAILWIND) INVESTOR, L.P. | F | Control |
| KIA XI (TAILWIND) GP, L.P. | DE | KIA XI (TAILWIND) INVESTOR, L.P. | F | Control |
| KIA XI (TAILWIND) GP, L.P. | DE | KIA XI (TAILWIND) INVESTOR, L.P. | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LM CHECKMARK INTERMEDIATE CO LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V LP | F | Control |
| LOVELL MINNICK EQUITY ADVISORS V LP | DE | LOVELL MINNICK EQUITY PARTNERS V-A LP | F | Control |
| KIA XI (TAILWIND) HOLDINGS, L.P. | DE | PATHSTONE HOLDINGS, LLC | E | Control |
| KIA XI (TAILWIND) HOLDINGS, L.P. | DE | PATHSTONE HOLDINGS, LLC | E | Control |
| KIA XI (TAILWIND) INVESTOR, L.P. | DE | TAILWIND BLOCKER PARENT, LP | E | Control |
| KIA XI (TAILWIND) INVESTOR, L.P. | DE | PATHSTONE HOLDINGS, LLC | E | Control |
| KIA XI (TAILWIND) INVESTOR, L.P. | DE | TAILWIND BLOCKER PARENT, LP | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM CHECKMARK INTERMEDIATE CO LP | DE | LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LM PATHSTONE HOLDINGS LLC | DE | LM CHECKMARK HOLDINGS LLC | E | Control |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK EQUITY PARTNERS V-A LP | DE | LM CHECKMARK INTERMEDIATE CO LP | E | |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| LOVELL MINNICK PARTNERS LLC | DE | FUND V UGP LLC | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | E | Control |
| PATHSTONE HOLDINGS, LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | E | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| BRAVERMAN, STEVEN, BARRY | I | PF HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | D | Control |
| LM CHECKMARK HOLDINGS LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| LOVELL MINNICK EQUITY PARTNERS V LP | DE | LM PATHSTONE HOLDINGS LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| ZACHARIAH, ALLAN, JAY | I | PF HOLDINGS, LLC | D | Control |
| KIA XI (TAILWIND) INVESTOR, L.P. | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| KIA XI (TAILWIND) INVESTOR, L.P. | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| KIA XI (TAILWIND) INVESTOR, L.P. | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| KIA XI (TAILWIND) INVESTOR, L.P. | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| KIA XI (TAILWIND) INVESTOR, L.P. | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| KIA XI (TAILWIND) INVESTOR, L.P. | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| LM CHECKMARK INVESTMENT HOLDINGS V-A INC. | DE | LM PATHSTONE HOLDINGS LLC | C | Control |
| PATHSTONE HOLDINGS, LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | C | Control |
| PATHSTONE HOLDINGS, LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | C | Control |
| PATHSTONE HOLDINGS, LLC | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| PF HOLDINGS, LLC | DE | PATHSTONE HOLDINGS, LLC | C | Control |
| TAILWIND BLOCKER PARENT, LP | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | C | Control |
| TAILWIND BLOCKER PARENT, LP | DE | PATHSTONE INTERMEDIATE HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Apr 3, 2025 REGISTERED
Notice Filings (46)
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Address
10 STERLING BLVDSUITE 402
ENGLEWOOD, NJ 07631
United States
Phone: 201-944-7284