CLIFFORD CAPITAL PARTNERS, LLC
CRD #153956 SEC #801-78911 ALPINE, UT 385-387-1212
SEC Registered
Total AUM
$496.6M
Discretionary
$496.6M
Employees
10
Clients
--
Accounts
201
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 0
- LEI
- 894500VGXPYR3SGOZX06
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NAITOVE, DONNA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAITOVE, DONNA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAITOVE, DONNA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAITOVE, DONNA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAITOVE, DONNA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NAITOVE, DONNA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NICHOLS, ALLAN, CANNON | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER | NA | |
| NICHOLS, ALLAN, CANNON | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER | NA | |
| NICHOLS, ALLAN, CANNON | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER | NA | |
| NICHOLS, ALLAN, CANNON | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER | NA | |
| NICHOLS, ALLAN, CANNON | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER | NA | |
| NICHOLS, ALLAN, CANNON | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER | NA | |
| NICHOLS, ALLAN, CANNON | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER | NA | |
| OLSINGCH, HARVEY, ETITERENGEL | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| OLSINGCH, HARVEY, ETITERENGEL | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| OLSINGCH, HARVEY, ETITERENGEL | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| OLSINGCH, HARVEY, ETITERENGEL | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| Olsingch, Harvey, Etiterengel | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| Olsingch, Harvey, Etiterengel | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| Olsingch, Harvey, Etiterengel | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| Olsingch, Harvey, Etiterengel | I | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | NA | Control |
| Olsingch, Harvey, Etiterengel | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| Olsingch, Harvey, Etiterengel | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | PRINCIPAL | NA | |
| Passey, David, Webb | I | MEMBER / PRINCIPAL | NA | |
| Passey, David, Webb | I | MEMBER / PRINCIPAL | NA | |
| Passey, David, Webb | I | MEMBER / PRINCIPAL | NA | |
| Passey, David, Webb | I | MEMBER / PRINCIPAL | NA | |
| Passey, David, Webb | I | MEMBER / PRINCIPAL/SENIOR ANALYST | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / MEMBER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / MEMBER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / MEMBER / PRINCIPAL | NA | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / MEMBER / PRINCIPAL | NA | |
| WEISS, MARY, ELIZABETH | I | MEMBER | NA | |
| WEISS, MARY, ELIZABETH | I | MEMBER | NA | |
| WEISS, MARY, ELIZABETH | I | MEMBER | NA | |
| WEISS, MARY, ELIZABETH | I | MEMBER | NA | |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | D | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | D | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER | D | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER | D | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER | D | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER | D | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | D | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER/CHIEF INVESTMENT OFFICER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER / PRINCIPAL / PORTFOLIO MANAGER/CHIEF INVESTMENT OFFICER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER/CHIEF INVESTMENT OFFICER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER/CHIEF INVESTMENT OFFICER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER/CHIEF INVESTMENT OFFICER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER/CHIEF INVESTMENT OFFICER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER/CHIEF INVESTMENT OFFICER | C | Control |
| BATCHELOR, RYAN, PAGE | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER/CHIEF INVESTMENT OFFICER | C | Control |
| HILL, ROGER, ALLEN | I | MEMBER/PRINCIPAL/PRESIDENT/CEO | C | Control |
| HILL, ROGER, ALLEN | I | MEMBER/PRINCIPAL/PRESIDENT/CEO | C | Control |
| HILL, ROGER, ALLEN | I | MEMBER/PRINCIPAL/PRESIDENT/CEO | C | Control |
| HILL, ROGER, ALLEN | I | MEMBER/PRINCIPAL/PRESIDENT/CEO | C | Control |
| HILL, ROGER, ALLEN | I | MEMBER/PRINCIPAL/PRESIDENT/CEO | C | Control |
| HILL, ROGER, ALLEN | I | MEMBER/PRINCIPAL/PRESIDENT/CEO | C | Control |
| HILL, ROGER, ALLEN | I | MEMBER/PRINCIPAL/PRESIDENT/CEO | C | Control |
| Hill, Roger | I | MEMBER /PRINCIPAL/ PRESIDENT/CEO | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL | C | Control |
| PIERSON, WAYNE, GEORGE | I | MEMBER / PRINCIPAL | C | Control |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| WCM INVESTMENT MANAGEMENT | DE | MEMBER | B | |
| NICHOLS, ALLAN, CANNON | I | MEMBER/PRINCIPAL/PORTFOLIO MANAGER | A | |
| PASSEY, DAVID, WEBB | I | MEMBER/PRINCIPAL/RESEARCH ANALYST | A | |
| PASSEY, DAVID, WEBB | I | MEMBER/PRINCIPAL/RESEARCH ANALYST | A | |
| PASSEY, DAVID, WEBB | I | MEMBER/PRINCIPAL/RESEARCH ANALYST | A | |
| PASSEY, DAVID, WEBB | I | MEMBER/PRINCIPAL/RESEARCH ANALYST | A | |
| PIERSON-BRYCE, HEATHER, DAWN | I | MEMBER/PRINCIPAL/CHIEF OPERATING OFFICER | A | Control |
| PIERSON-BRYCE, HEATHER, DAWN | I | MEMBER/PRINCIPAL/CHIEF OPERATING OFFICER | A | Control |
| PIERSON-BRYCE, HEATHER, DAWN | I | MEMBER/PRINCIPAL/CHIEF OPERATING OFFICER | A | Control |
| PIERSON-BRYCE, HEATHER, DAWN | I | MEMBER/PRINCIPAL/CHIEF OPERATING OFFICER | A | Control |
| Passey, David, Webb | I | MEMBER/PRINCIPAL/RESEARCH ANALYST | A | |
| Passey, David, Webb | I | MEMBER/PRINCIPAL/RESEARCH ANALYST | A | |
| Passey, David, Webb | I | MEMBER/PRINCIPAL/RESEARCH ANALYST | A | |
| Pierson-Bryce, Heather, Dawn | I | MEMBER/PRINCIPAL/CHIEF OPERATING OFFICER | A | |
| Pierson-Bryce, Heather, Dawn | I | CHIEF OPERATING OFFICER / MEMBER | A | |
| Pierson-Bryce, Heather, Dawn | I | MEMBER/PRINCIPAL/CHIEF OPERATING OFFICER | A | |
| Pierson-Bryce, Heather, Dawn | I | MEMBER/PRINCIPAL/CHIEF OPERATING OFFICER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| PAYNE, SLOANE, WALLER | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| TRIGG, MIKE, BRADY | I | THALIA STREET PARTNERS LLC | F | Control |
| BROOKS STREET HOLDINGS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| BROOKS STREET HOLDINGS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| BROOKS STREET HOLDINGS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| BROOKS STREET HOLDINGS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| BROOKS STREET HOLDINGS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| BROOKS STREET HOLDINGS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| THALIA STREET PARTNERS LLC | DE | WCM INVESTMENT MANAGEMENT | E | Control |
| BLACK, PAUL, RUSSELL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| BLACK, PAUL, RUSSELL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | BROOKS STREET HOLDINGS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
| WINRICH, KURT, RANDAL | I | THALIA STREET PARTNERS LLC | C | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (16)
AZ CA FL HI IL LA MO NE NH NY OR PA SD TX UT WI
Address
363 S. MAIN STREETSUITE #101
ALPINE, UT 84004
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Phone: 385-387-1212