TOWNSQUARE CAPITAL, LLC
CRD #288576 SEC #801-110591 LEHI, UT 385-375-8650
SEC Registered Private Funds
Total AUM
$15B
Discretionary
$15B
Employees
25
Clients
--
Accounts
50,715
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| APPLEGARTH, MARK, DANIEL | I | CHIEF FINANCIAL OFFICER AND TREASURER | NA | Control |
| AUDRAIN, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AUDRAIN, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AUDRAIN, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AUDRAIN, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AUDRAIN, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AUDRAIN, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AUDRAIN, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AUDRAIN, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AUDRAIN, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Audrain, Mark | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BEACH, KYLEE, MARIE | I | CHIEF LEGAL OFFICER/SECRETARY | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | PRESIDENT | NA | Control |
| BROWN, KURT, HAROLD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BROWN, KURT, HAROLD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BROWN, KURT, HAROLD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BROWN, KURT, HAROLD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BROWN, KURT, HAROLD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BROWN, KURT, HAROLD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BROWN, KURT, HAROLD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BROWN, KURT, HAROLD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COMPAGNO, STACI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FERKO, BRIAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FERKO, BRIAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER/MEMBER | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FOLKER, MICHAEL, JAMES | I | PRESIDENT | NA | Control |
| FORKER, MICHAEL, WILFORD | I | PRESIDENT | NA | Control |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | OWNER | NA | |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | OWNER | NA | |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | OWNER | NA | |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | OWNER | NA | |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | OWNER | NA | |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | MEMBER | NA | Control |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | OWNER | NA | |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | MEMBER | NA | Control |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | MEMBER | NA | Control |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | MEMBER | NA | Control |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | MEMBER | NA | Control |
| HEDQUIST, CHRISTOPHER, GAMMELL | I | MEMBER | NA | Control |
| MILLER, JORDAN, MICHAEL | I | OWNER | NA | |
| MILLER, JORDAN, MICHAEL | I | OWNER | NA | |
| MILLER, JORDAN, MICHAEL | I | OWNER | NA | |
| MILLER, JORDAN, MICHAEL | I | OWNER | NA | |
| MILLER, JORDAN, MICHAEL | I | OWNER | NA | |
| MILLER, JORDAN, MICHAEL | I | MEMBER | NA | Control |
| MILLER, JORDAN, MICHAEL | I | OWNER | NA | |
| MILLER, JORDAN, MICHAEL | I | MEMBER | NA | Control |
| MILLER, JORDAN, MICHAEL | I | MEMBER | NA | Control |
| MILLER, JORDAN, MICHAEL | I | MEMBER | NA | Control |
| MILLER, JORDAN, MICHAEL | I | MEMBER | NA | Control |
| MILLER, JORDAN, MICHAEL | I | MEMBER | NA | Control |
| Mayo, Mark, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mayo, Mark, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mayo, Mark, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mayo, Mark, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mayo, Mark, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Mayo, Mark, Kevin | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SONNIER, MONICA, SUE | I | OWNER | NA | |
| SONNIER, MONICA, SUE | I | OWNER | NA | |
| SONNIER, MONICA, SUE | I | OWNER | NA | |
| SONNIER, MONICA, SUE | I | OWNER | NA | |
| SONNIER, MONICA, SUE | I | OWNER | NA | |
| SONNIER, MONICA, SUE | I | MEMBER | NA | Control |
| SONNIER, MONICA, SUE | I | OWNER | NA | |
| SONNIER, MONICA, SUE | I | MEMBER | NA | Control |
| SONNIER, MONICA, SUE | I | MEMBER | NA | Control |
| SONNIER, MONICA, SUE | I | MEMBER | NA | Control |
| SONNIER, MONICA, SUE | I | MEMBER | NA | Control |
| SONNIER, MONICA, SUE | I | MEMBER | NA | Control |
| WOLFSEN, NATALIE, GRACE | I | CEO | NA | Control |
| WOLFSEN, NATALIE, GRACE | I | CEO | NA | Control |
| WOLFSEN, NATALIE, GRACE | I | CEO | NA | Control |
| WOLFSEN, NATALIE, GRACE | I | CEO | NA | Control |
| WOLFSEN, NATALIE, GRACE | I | CEO | NA | Control |
| WOLFSEN, NATALIE, GRACE | I | CEO | NA | Control |
| BROWN, KURT, HAROLD | I | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| FOUNDRY PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| ORION ADVISOR SOLUTIONS, INC. | DE | SHAREHOLDER | E | Control |
| FOLKER, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BEAMAN, NOREEN, DARCY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BURNS, MICHAEL, ROY | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| Baum, Jonathan, Russell | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CLARKE, ERIC, REESE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| CROCKETT, TODD, RICHARD | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GENSTAR CAPITAL PARTNERS IX, L.P. | DE | GT POLARIS GP, LLC. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GOLDMAN, CHARLES, GEORGE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| GT POLARIS GP, LLC. | DE | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| HARDWICK, LORI, TOPE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| MCLAUGHLIN, BRIAN, THOMAS | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| RAMAKRISHNAN, SIDDHARTH | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| SALEWSKI, ANTHONY, JON | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| TA ASSOCIATES CAYMAN, LTD | FE | GT POLARIS GP, LLC. | F | Control |
| WOLFSEN, NATALIE, GRACE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| WOLFSEN, NATALIE, GRACE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| WOLFSEN, NATALIE, GRACE | I | GT POLARIS HOLDINGS, L.P. | F | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| BROWN, KURT, HAROLD | I | FOUNDRY PARTNERS, LLC | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, INC | DE | GT POLARIS MIDCO, INC. | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS HOLDINGS, L.P. | DE | GT POLARIS HOLDINGS, INC | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| GT POLARIS MIDCO, INC. | DE | ORION ADVISOR SOLUTIONS, INC. | E | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
| FOLKER, MICHAEL, JAMES | I | FOUNDRY PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (52)
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Address
TRAVERSE RIDGE CENTER II3450 TRIUMPH BOULEVARD
LEHI, UT 84043
United States
Phone: 385-375-8650