RWA WEALTH PARTNERS, LLC
Legal name: RWA WEALTH PARTNERS
CRD #156984 SEC #801-73098 BOSTON, MA (857) 255-2100
SEC Registered
Total AUM
$17.3B
Discretionary
$16.9B
Employees
181
Clients
--
Accounts
19,490
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BACHTOLD, PAUL, AXTELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BORDEN, MATTHEW, STEPHEN | I | CHIEF FINANCIAL OFFICER | NA | |
| BORDEN, MATTHEW, STEPHEN | I | CHIEF FINANCIAL OFFICER | NA | |
| BORDEN, MATTHEW, STEPHEN | I | CHIEF FINANCIAL OFFICER | NA | |
| BORDEN, MATTHEW, STEPHEN | I | CHIEF FINANCIAL OFFICER | NA | |
| CLIFT, TIMOTHY, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| CLIFT, TIMOTHY, JOHN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CLIFT, TIMOTHY, JOHN | I | CHIEF INVESTMENT OFFICER | NA | |
| DeMaso, Jeffrey, David | I | INTERIM CHIEF INVESTMENT OFFICER | NA | |
| DeMaso, Jeffrey, David | I | INTERIM CHIEF INVESTMENT OFFICER | NA | |
| FAZIO, KRISTIN, DIBARNABA | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | NA | Control |
| FAZIO, KRISTIN, DIBARNABA | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | NA | Control |
| FAZIO, KRISTIN, DIBARNABA | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | NA | Control |
| GALLOWAY, PETER, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| GALLOWAY, PETER, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| GALLOWAY, PETER, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| GALLOWAY, PETER, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| GALLOWAY, PETER, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| GALLOWAY, PETER, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| GALLOWAY, PETER, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| GALLOWAY, PETER, P | I | CHIEF COMPLIANCE OFFICER | NA | |
| GAVEN, STEVEN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GAVEN, STEVEN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GAVEN, STEVEN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GAVEN, STEVEN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GAVEN, STEVEN, MICHAEL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HOLLANDER, BARRY | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIGHT, MICHELLE, ANN | I | PRESIDENT, ROPES WEALTH ADVISORS DIVISION | NA | |
| KNIGHT, MICHELLE, ANN | I | PRESIDENT, ROPES WEALTH ADVISORS DIVISION | NA | |
| KNIGHT, MICHELLE, ANN | I | PRESIDENT, ROPES WEALTH ADVISORS DIVISION | NA | |
| KNIGHT, MICHELLE, ANN | I | PRESIDENT, ROPES WEALTH ADVISORS DIVISION | NA | |
| KNIGHT, MICHELLE, ANN | I | CHIEF EXECUTIVE OFFICER | NA | |
| KNIGHT, MICHELLE, ANN | I | CHIEF EXECUTIVE OFFICER | NA | |
| KNIGHT, MICHELLE, ANN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LOWELL, JAMES, HALE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MACKENZIE, DONALD, JAMES | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mirick, Christopher, R | I | INTERIM CEO & GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | INTERIM CEO & GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | INTERIM CEO & GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | INTERIM CEO & GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | INTERIM CEO & GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | INTERIM CEO & GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | Control |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | |
| Mirick, Christopher, R | I | GENERAL COUNSEL | NA | |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| O'Hara, Timothy, Joseph | I | CHIEF COMPLIANCE OFFICER & COUNSEL | NA | Control |
| POWERS, JOSEPH, EDMUND | I | CHIEF INVESTMENT OFFICER, ROPES WEALTH ADVISORS DIVISION | NA | |
| POWERS, JOSEPH, EDMUND | I | CHIEF INVESTMENT OFFICER | NA | |
| POWERS, JOSEPH, EDMUND | I | CHIEF INVESTMENT OFFICER, ROPES WEALTH ADVISORS DIVISION | NA | |
| POWERS, JOSEPH, EDMUND | I | CHIEF INVESTMENT OFFICER | NA | |
| POWERS, JOSEPH, EDMUND | I | CHIEF INVESTMENT OFFICER | NA | |
| POWERS, JOSEPH, EDMUND | I | CHIEF INVESTMENT OFFICER | NA | |
| POWERS, JOSEPH, EDMUND | I | CHIEF INVESTMENT OFFICER | NA | |
| RAMOS, MARIO, MARQUES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RAMOS, MARIO, MARQUES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RAMOS, MARIO, MARQUES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RAMOS, MARIO, MARQUES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RAMOS, MARIO, MARQUES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RAMOS, MARIO, MARQUES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RAMOS, MARIO, MARQUES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RAMOS, MARIO, MARQUES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RAMOS, MARIO, MARQUES | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | CEO/PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | CEO/PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | CEO/PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | CEO/PRESIDENT | NA | Control |
| SILVER, DANIEL, FITZSIMMONS | I | CEO/PRESIDENT | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CEO/MEMBER/BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | MEMBER/CHAIRMAN BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | MEMBER/CHAIRMAN BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | MEMBER/CHAIRMAN BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | MEMBER/CHAIRMAN BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | MEMBER/CHAIRMAN BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | MEMBER/CHAIRMAN BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | MEMBER/CHAIRMAN BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | MEMBER/CHAIRMAN BOARD OF MANAGERS | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| WIENER, DANIEL, PHILIP | I | CHAIRMAN | NA | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| ADVISER INVESTMENTS | DE | MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
| AI INTERMEDIATE, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI HOLDINGS GP, LLC | DE | SP-AI HOLDINGS, L.P. | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| AI PARENT, LLC | DE | AI INTERMEDIATE, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| Hamilton, Matthew, Guy | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| JURMAN, CHELSEA | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| LOWELL, JAMES, HALE | I | AI HOLDINGS GP, LLC | F | Control |
| SILVER, DANIEL, FITZSIMMONS | I | AI HOLDINGS GP, LLC | F | Control |
| SILVER, DANIEL, FITZSIMMONS | I | AI HOLDINGS GP, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SP-AI HOLDINGS, L.P. | DE | AI PARENT, LLC | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT MASTER COMPANY, LLC | DE | SUMMIT PARTNERS, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LLC | DE | SUMMIT PARTNERS GE X, LP | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS GE X, LP | FE | SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| SUMMIT PARTNERS, L.P. | DE | SUMMIT PARTNERS GE X, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| Yadlapati, Vamsi, Krishna | I | AI HOLDINGS GP, LLC | F | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENT MANAGEMENT, INC. | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENTS | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENTS | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENTS | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENTS | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENTS | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENTS | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENTS | D | Control |
| WIENER, DANIEL, PHILIP | I | ADVISER INVESTMENTS | D | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | FE | SP-AI HOLDINGS, L.P. | C | Control |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
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United States
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