PUBLIC TRUST ADVISORS, LLC

Legal name: PTMA INVESTMENT ADVISORS

CRD #159189 SEC #801-72782 DENVER, CO 855-395-3954

SEC Registered

Total AUM

$94.2B

Discretionary

$89.9B

Employees

Clients

Accounts

241

Firm Details

Organization Type: Limited Liability Company
State of Formation: Colorado
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 16, 2025
Branch Offices: 6
LEI: 254900ENSYG1J1B17JG7

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ALTON, TODD, WILLIAM	I	PRESIDENT	NA	Control
ALTON, TODD, WILLIAM	I	PRESIDENT	NA	Control
ALTON, TODD, WILLIAM	I	PRESIDENT	NA	Control
ALTON, TODD, WILLIAM	I	PRESIDENT	NA	Control
ALTON, TODD, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
ALTON, TODD, WILLIAM	I	PRESIDENT	NA	Control
ALTON, TODD, WILLIAM	I	PRESIDENT	NA	Control
ALTON, TODD, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
ALTON, TODD, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
ALTON, TODD, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
ALTON, TODD, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
ALTON, TODD, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
ALTON, TODD, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
ALTON, TODD, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
DAVIS, JAMES, O'NEILL	I	EXECUTIVE CHAIRMAN	NA	Control
DAVIS, JAMES, O'NEILL	I	EXECUTIVE CHAIRMAN	NA	Control
DAVIS, JAMES, O'NEILL	I	EXECUTIVE CHAIRMAN	NA	Control
DAVIS, JAMES, O'NEILL	I	EXECUTIVE CHAIRMAN	NA	Control
DAVIS, JAMES, O'NEILL	I	EXECUTIVE CHAIRMAN	NA	Control
DAVIS, JAMES, O'NEILL	I	EXECUTIVE CHAIRMAN	NA	Control
DIXON, STEPHEN, J	I	VICE PRESIDENT	NA	Control
DIXON, STEPHEN, J	I	VICE PRESIDENT	NA	Control
DIXON, STEPHEN, J	I	VICE PRESIDENT	NA	Control
DIXON, STEPHEN, J	I	DIRECTOR	NA	Control
DIXON, STEPHEN, J	I	DIRECTOR	NA	Control
DIXON, STEPHEN, J	I	DIRECTOR	NA	Control
DIXON, STEPHEN, J	I	DIRECTOR	NA	Control
DIXON, STEPHEN, J	I	DIRECTOR	NA	Control
DIXON, STEPHEN, J	I	DIRECTOR	NA	Control
DIXON, STEPHEN, J	I	DIRECTOR	NA	Control
DIXON, STEPHEN, J	I	DIRECTOR	NA	Control
DIXON, STEPHEN, J	I	DIRECTOR	NA	Control
DIXON, STEPHEN, J	I	CHIEF RISK OFFICER	NA	Control
FITZGERALD, SANDRA	I	CHIEF FINANCIAL OFFICER	NA	Control
FITZGERALD, SANDRA	I	CHIEF FINANCIAL OFFICER	NA	Control
FITZGERALD, SANDRA	I	CHIEF FINANCIAL OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, S.	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOWSDEN, BARRY, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
STARR, MATTHEW	I	MANAGING DIRECTOR	NA	Control
STARR, MATTHEW	I	MANAGING DIRECTOR	NA	Control
STARR, MATTHEW	I	MANAGING DIRECTOR	NA	Control
STARR, MATTHEW	I	MANAGING DIRECTOR	NA	Control
STARR, MATTHEW	I	MANAGING DIRECTOR	NA	Control
STARR, MATTHEW	I	MANAGING DIRECTOR	NA	Control
STARR, MATTHEW	I	MANAGING DIRECTOR	NA	Control
SUGRUE, BRIAN	I	CHIEF INFORMATION OFFICER	NA	Control
SUGRUE, BRIAN	I	CHIEF INFORMATION OFFICER	NA	Control
SUGRUE, BRIAN	I	CHIEF INFORMATION OFFICER	NA	Control
SUGRUE, BRIAN	I	CHIEF INFORMATION OFFICER	NA	Control
SUGRUE, BRIAN	I	CHIEF INFORMATION OFFICER	NA	Control
SUGRUE, BRIAN	I	CHIEF INFORMATION OFFICER	NA	Control
SUGRUE, BRIAN	I	CHIEF INFORMATION OFFICER	NA	Control
Swensen, Brandon, Timothy	I	CHIEF INVESTMENT OFFICER	NA	Control
Swensen, Brandon, Timothy	I	CHIEF INVESTMENT OFFICER	NA	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	NA	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	NA	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	NA	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	NA	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	NA	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	NA	Control
Voermann, Ian, Karsten	I	CFO	NA
Voermann, Ian, Karsten	I	CFO	NA
Voermann, Ian, Karsten	I	CFO	NA	Control
Voermann, Ian, Karsten	I	CFO	NA	Control
WAUD, OTHNEIL, STOCKWELL	I	CHIEF INVESTMENT OFFICER	NA	Control
WAUD, OTHNEIL, STOCKWELL	I	CHIEF INVESTMENT OFFICER	NA	Control
WAUD, OTHNEIL, STOCKWELL	I	CHIEF INVESTMENT OFFICER	NA	Control
WAUD, OTHNEIL, STOCKWELL	I	CHIEF INVESTMENT OFFICER	NA	Control
WAUD, OTHNEIL, STOCKWELL	I	CHIEF INVESTMENT OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	CHIEF COMPLIANCE OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	CHIEF COMPLIANCE OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	CHIEF COMPLIANCE OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
WELSH, JENNIFER, TOMASZ	I	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	NA	Control
Waud, Othneil, Stockwell	I	CHIEF INVESTMENT OFFICER LGIPS	NA	Control
Waud, Othneil, Stockwell	I	CHIEF INVESTMENT OFFICER LGIPS	NA	Control
PINNACLE PURCHASER, LLC	DE	MEMBER	E	Control
PINNACLE PURCHASER, LLC	DE	MEMBER	E	Control
PINNACLE PURCHASER, LLC	DE	MEMBER	E	Control
PINNACLE PURCHASER, LLC	DE	MEMBER	E	Control
PINNACLE PURCHASER, LLC	DE	MEMBER	E	Control
PINNACLE PURCHASER, LLC	DE	MEMBER	E	Control
PALOMBA, RANDY, SCOTT	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
PALOMBA, RANDY, SCOTT	I	CO-PRESIDENT AND OWNER	D	Control
PALOMBA, RANDY, SCOTT	I	CO-PRESIDENT AND OWNER	D	Control
PALOMBA, RANDY, SCOTT	I	CO-PRESIDENT AND OWNER	D	Control
PALOMBA, RANDY, SCOTT	I	CO-PRESIDENT AND OWNER	D	Control
PINNACLE EQUITYCO, LLC	DE	MEMBER	D	Control
WRIGHT, GREGORY, STUART	I	MANAGING MEMBER	D	Control
WRIGHT, GREGORY, STUART	I	CO-PRESIDENT AND OWNER	D	Control
WRIGHT, GREGORY, STUART	I	CO-PRESIDENT AND OWNER	D	Control
WRIGHT, GREGORY, STUART	I	CO-PRESIDENT AND OWNER	D	Control
WRIGHT, GREGORY, STUART	I	CO-PRESIDENT AND OWNER	D	Control
BEAR CREEK PRODUCTS 2019-2 (PTA-E), LLLP	DE	MEMBER	C	Control
BEAR CREEK PRODUCTS 2019-2 (PTA-E), LLLP	DE	MEMBER	C	Control
BEAR CREEK PRODUCTS 2019-2 (PTA-E), LLLP	DE	MEMBER	C	Control
BEAR CREEK PRODUCTS 2019-2 (PTA-E), LLLP	DE	MEMBER	C	Control
BEAR CREEK PRODUCTS 2019-2 (PTA-E), LLLP	DE	MEMBER	C	Control
BEAR CREEK PRODUCTS 2019-2 (PTA-E), LLLP	DE	MEMBER	C	Control
BEAR CREEK PRODUCTS 2019-2 (PTA-E), LLLP	DE	MEMBER	C	Control
BEAR CREEK PRODUCTS 2019-2 (PTA-E), LLLP	DE	MEMBER	C	Control
BEAR CREEK ASSET MANAGEMENT, LLC	DE	MEMBER	B
BEAR CREEK ASSET MANAGEMENT, LLC	DE	MEMBER	B
BEAR CREEK PRODUCTS 2019-2 (PTA-E), LLLP	DE	MEMBER	B
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, M.	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, MICHAEL	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, MICHAEL	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, MICHAEL	I	MANAGING DIRECTOR	B	Control
DEBOW, CHRISTOPHER, MICHAEL	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, FRANCIS	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, FRANCIS	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, FRANCIS	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, FRANCIS	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, FRANCIS	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, FRANCIS	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, FRANCIS	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, FRANCIS	I	MANAGING DIRECTOR	B	Control
GRADY, JOHN, FRANCIS	I	MANAGING DIRECTOR	B	Control
JORDAN, THOMAS	I	PRESIDENT	B	Control
JORDAN, THOMAS	I	PRESIDENT	B	Control
JORDAN, THOMAS	I	PRESIDENT	B	Control
JORDAN, THOMAS	I	PRESIDENT	B	Control
JORDAN, THOMAS	I	PRESIDENT	B	Control
JORDAN, THOMAS	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS	I	PRESIDENT	B	Control
JORDAN, THOMAS	I	PRESIDENT	B	Control
JORDAN, THOMAS	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	MANAGING DIRECTOR	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
JORDAN, THOMAS, D.	I	CHIEF EXECUTIVE OFFICER	B	Control
PALOMBA, RANDY, S.	I	CHIEF FINANCIAL OFFICER	B	Control
PALOMBA, RANDY, S.	I	CHIEF FINANCIAL OFFICER	B	Control
PALOMBA, RANDY, S.	I	CHIEF INVESTMENT OFFICER	B	Control
PALOMBA, RANDY, S.	I	CHIEF INVESTMENT OFFICER	B	Control
PALOMBA, RANDY, S.	I	CHIEF INVESTMENT OFFICER	B	Control
PALOMBA, RANDY, S.	I	MANAGING DIRECTOR	B	Control
PALOMBA, RANDY, S.	I	MANAGING DIRECTOR	B	Control
PALOMBA, RANDY, S.	I	PRESIDENT	B	Control
PALOMBA, RANDY, S.	I	PRESIDENT	B	Control
PALOMBA, RANDY, S.	I	PRESIDENT	B	Control
PALOMBA, RANDY, S.	I	PRESIDENT	B	Control
PALOMBA, RANDY, S.	I	MANAGING DIRECTOR	B	Control
PALOMBA, RANDY, S.	I	MANAGING DIRECTOR	B	Control
PALOMBA, RANDY, S.	I	MANAGING DIRECTOR	B	Control
PALOMBA, RANDY, S.	I	MANAGING DIRECTOR	B	Control
PALOMBA, RANDY, S.	I	MANAGING DIRECTOR	B	Control
PALOMBA, RANDY, S.	I	MANAGING DIRECTOR	B	Control
PALOMBA, RANDY, S.	I	MANAGING DIRECTOR	B	Control
PALOMBA, RANDY, SCOTT	I	CHIEF FINANCIAL OFFICER	B	Control
PALOMBA, RANDY, SCOTT	I	CHIEF FINANCIAL OFFICER	B	Control
PALOMBA, RANDY, SCOTT	I	CHIEF FINANCIAL OFFICER	B	Control
PALOMBA, RANDY, SCOTT	I	CHIEF FINANCIAL OFFICER	B	Control
PALOMBA, RANDY, SCOTT	I	CHIEF FINANCIAL OFFICER	B	Control
PALOMBA, RANDY, SCOTT	I	CHIEF FINANCIAL OFFICER	B	Control
PALOMBA, RANDY, SCOTT	I	CHIEF FINANCIAL OFFICER	B	Control
PALOMBA, RANDY, SCOTT	I	CHIEF FINANCIAL OFFICER	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, NORBERT	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, NORBERT	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, NORBERT	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, NORBERT	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, NORBERT	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, NORBERT	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, NORBERT	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, NORBERT	I	MANAGING DIRECTOR	B	Control
TIGHT, THOMAS, NORBERT	I	MANAGING DIRECTOR	B	Control
WRIGHT, GREGORY, S.	I	PRESIDENT	B	Control
WRIGHT, GREGORY, S.	I	PRESIDENT	B	Control
WRIGHT, GREGORY, S.	I	PRESIDENT	B	Control
WRIGHT, GREGORY, S.	I	PRESIDENT	B	Control
WRIGHT, GREGORY, S.	I	PRESIDENT	B	Control
WRIGHT, GREGORY, S.	I	PRESIDENT	B	Control
WRIGHT, GREGORY, S.	I	PRESIDENT	B	Control
WRIGHT, GREGORY, STUART	I	CHIEF EXECUTIVE OFFICER	B	Control
WRIGHT, GREGORY, STUART	I	CHIEF EXECUTIVE OFFICER	B	Control
WRIGHT, GREGORY, STUART	I	CHIEF EXECUTIVE OFFICER	B	Control
WRIGHT, GREGORY, STUART	I	CHIEF EXECUTIVE OFFICER	B	Control
WRIGHT, GREGORY, STUART	I	CHIEF EXECUTIVE OFFICER	B	Control
WRIGHT, GREGORY, STUART	I	PRESIDENT	B	Control
WRIGHT, GREGORY, STUART	I	CHIEF EXECUTIVE OFFICER	B	Control
WRIGHT, GREGORY, STUART	I	PRESIDENT	B	Control
DEBOW, CHRISTOPHER, M.	I	MEMBER	A	Control
GRADY, JOHN, F.	I	MANAGING DIRECTOR	A	Control
JORDAN, THOMAS, D.	I	MANAGING DIRECTOR	A	Control
PALOMBA, RANDY, S.	I	MANAGING DIRECTOR	A	Control
TIGHT, THOMAS, N.	I	MANAGING DIRECTOR	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BCGP-2019 (PTA-E), LLC	DE	BEAR CREEK PRODUCTS 2019-2 (PTA-E), LLLP	F	Control
EDWARDS, DONALD, JOSEPH	I	DONALD J EDWARDS REVOCABLE TRUST	F	Control
EDWARDS, DONALD, JOSEPH	I	DONALD J EDWARDS REVOCABLE TRUST	F	Control
FLEXPOINT FORD, LLC	DE	FLEXPOINT FUND V-A, L.P.	F	Control
FLEXPOINT MANAGEMENT V, L.P.	FE	FLEXPOINT FUND V-A, L.P.	F	Control
FLEXPOINT MANAGEMENT V, L.P.	FE	FLEXPOINT FUND V-A, L.P.	F	Control
FLEXPOINT ULTIMATE MANAGEMENT V, LLC	FE	FLEXPOINT MANAGEMENT V, L.P.	F	Control
FLEXPOINT ULTIMATE MANAGEMENT V, LLC	FE	FLEXPOINT MANAGEMENT V, L.P.	F	Control
TA ASSOCAITES CAYMAN, LLC	FE	TA ASSOCIATES XIV GP, L.P.	F	Control
TA ASSOCAITES CAYMAN, LLC	FE	TA ASSOCIATES XIV GP, L.P.	F	Control
TA ASSOCIATE XIV GP, L.P.	FE	TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.	F	Control
TA ASSOCIATE XIV GP, L.P.	FE	TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.	F	Control
TA ASSOCIATES XIV GP, L.P.	FE	TA XIV-B, L.P.	F	Control
TA ASSOCIATES XIV GP, L.P.	FE	TA XIV-A, L.P.	F	Control
TA ASSOCIATES XIV GP, L.P.	FE	TA XIV-B, L.P.	F	Control
TA ASSOCIATES XIV GP, L.P.	FE	TA XIV-A, L.P.	F	Control
EDWARDS, DONALD, JOSEPH	I	FLEXPOINT ULTIMATE MANAGEMENT V, LLC	E	Control
EDWARDS, DONALD, JOSEPH	I	FLEXPOINT ULTIMATE MANAGEMENT V, LLC	E	Control
FLEXPOINT FUND V-A, L.P.	FE	PINNACLE FF AGGREGATOR, LLC	E	Control
FLEXPOINT FUND V-A, L.P.	FE	PINNACLE FF AGGREGATOR, LLC	E	Control
PINNACLE EQUITYCO, LLC	DE	PINNACLE INTERMEDIATECO, LLC	E	Control
PINNACLE EQUITYCO, LLC	DE	PINNACLE INTERMEDIATECO, LLC	E	Control
PINNACLE INTERMEDIATECO, LLC	DE	PINNACLE PURCHASER, LLC	E	Control
PINNACLE INTERMEDIATECO, LLC	DE	PINNACLE PURCHASER, LLC	E	Control
PMA PARENT HOLDINGS, LLC	DE	PINNACLE EQUITYCO, LLC	E	Control
PMA PARENT HOLDINGS, LLC	DE	PINNACLE EQUITYCO, LLC	E	Control
PMA-PTA HOLDINGS, LLC	DE	TA PMA PURCHASER, LLC	E	Control
PMA-PTA HOLDINGS, LLC	DE	TA PMA PURCHASER, LLC	E	Control
TA ASSOCIATES PMA HOLDINGS, LLC	DE	PMA-PTA HOLDINGS, LLC	E	Control
TA ASSOCIATES PMA HOLDINGS, LLC	DE	PMA-PTA HOLDINGS, LLC	E	Control
TA PMA INTERMEDIATE, LLC	DE	PMA PARENT HOLDINGS, LLC	E	Control
TA PMA INTERMEDIATE, LLC	DE	PMA PARENT HOLDINGS, LLC	E	Control
TA PMA PURCHASER, LLC	DE	TA PMA INTERMEDIATE, LLC	E	Control
TA PMA PURCHASER, LLC	DE	TA PMA INTERMEDIATE, LLC	E	Control
TA XIV-B PMA BLOCKER CORP	DE	TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.	E	Control
TA XIV-B PMA BLOCKER CORP	DE	TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.	E	Control
TA XIV-B, L.P.	FE	TA XIV-B PMA BLOCKER CORP	E	Control
TA XIV-B, L.P.	FE	TA XIV-B PMA BLOCKER CORP	E	Control
FLEXPOINT FUND V-A, L.P.	FE	PINNACLE EQUITYCO, LLC	D	Control
TA XIV-A, L.P.	FE	TA ASSOCIATES PMA HOLDINGS, LLC	D	Control
TA XIV-A, L.P.	FE	TA ASSOCIATES PMA HOLDINGS, LLC	D	Control
DONALD J EDWARDS REVOCABLE TRUST	DE	FLEXPOINT MANAGEMENT V, L.P.	C	Control
DONALD J EDWARDS REVOCABLE TRUST	DE	FLEXPOINT MANAGEMENT V, L.P.	C	Control
PINNACLE FF AGGREGATOR, LLC	DE	PMA-PTA HOLDINGS, LLC	C	Control
PINNACLE FF AGGREGATOR, LLC	DE	PMA-PTA HOLDINGS, LLC	C	Control
TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.	DE	TA ASSOCIATES PMA HOLDINGS, LLC	C	Control
TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.	DE	TA ASSOCIATES PMA HOLDINGS, LLC	C	Control

Registrations

Federal

Sep 16, 2025 REGISTERED

Notice Filings (13)

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