CW ADVISORS, LLC

CRD #310873 SEC #801-119667 BOSTON, MA (617) 428-7600

SEC Registered Private Funds Disclosures

Total AUM

$9.3B

Discretionary

$9.2B

Employees

110

Clients

Accounts

12,836

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 21, 2025
Branch Offices: 26

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
BARRETT, RICHARD, JAMES	I	CHIEF INVESTMENT OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
Cavalier, Candace	I	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL	NA	Control
DELL'ORFANO, SCOTT, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
DELL'ORFANO, SCOTT, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
DELL'ORFANO, SCOTT, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
DELL'ORFANO, SCOTT, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
DELL'ORFANO, SCOTT, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
DELL'ORFANO, SCOTT, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
DELL'ORFANO, SCOTT, WILLIAM	I	CHIEF EXECUTIVE OFFICER	NA	Control
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
GALVIN, MICHAEL, WILLIAM	I	MEMBER	NA
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	PRESIDENT	NA	Control
LONERGAN, PAUL, ANDREW	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONERGAN, PAUL, ANDREW	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONERGAN, PAUL, ANDREW	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONERGAN, PAUL, ANDREW	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONERGAN, PAUL, ANDREW	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONERGAN, PAUL, ANDREW	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONERGAN, PAUL, ANDREW	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONERGAN, PAUL, ANDREW	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONERGAN, PAUL, ANDREW	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONERGAN, PAUL, ANDREW	I	CHIEF EXECUTIVE OFFICER	NA	Control
LONERGAN, PAUL, ANDREW	I	CHAIRMAN OF THE BOARD	NA	Control
LONERGAN, PAUL, ANDREW	I	CHAIRMAN OF THE BOARD	NA	Control
LONERGAN, PAUL, ANDREW	I	CHAIRMAN OF THE BOARD	NA	Control
LONERGAN, PAUL, ANDREW	I	CHAIRMAN OF THE BOARD	NA	Control
LONERGAN, PAUL, ANDREW	I	CHAIRMAN OF THE BOARD	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT AND CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
VILLIOTTE, RICHARD, JAMES	I	PRESIDENT, CHIEF OPERATING OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
Wendell, Erin, Marie	I	CHIEF FINANCIAL OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
ZANNONI, KENNETH, RICHARD	I	PRESIDENT AND CHIEF WEALTH OFFICER	NA	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CONGRESS BUYER, INC.	DE	MEMBER	E	Control
CI PRIVATE WEALTH US LLC	DE	MEMBER	C	Control
CI PRIVATE WEALTH US LLC	DE	MEMBER	C	Control
CI PRIVATE WEALTH US LLC	DE	MEMBER	C	Control
CI PRIVATE WEALTH US LLC	DE	MEMBER	C	Control
CI PRIVATE WEALTH, LLC	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
CI US HOLDINGS, INC.	DE	MEMBER	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
HARBORVIEW PARTNERS 2012, LLC	DE	HOLDING COMPANY PARENT	C	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control
LAGAN WILDWOOD INVESTMENTS LLC	DE	MANAGING MEMBER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
AG CONGRESS HOLDINGS GP, LLC	DE	AG CONGRESS HOLDINGS, LP	F	Control
AG CONGRESS HOLDINGS GP, LLC	DE	AG CONGRESS HOLDINGS, LP	F	Control
AG CONGRESS HOLDINGS GP, LLC	DE	AG CONGRESS HOLDINGS, LP	F	Control
AG CONGRESS HOLDINGS GP, LLC	DE	AG CONGRESS HOLDINGS, LP	F	Control
AG CONGRESS HOLDINGS GP, LLC	DE	AG CONGRESS HOLDINGS, LP	F	Control
AG CONGRESS HOLDINGS GP, LLC	DE	AG CONGRESS HOLDINGS, LP	F	Control
AG CONGRESS HOLDINGS GP, LLC	DE	AG CONGRESS HOLDINGS, LP	F	Control
AG CONGRESS HOLDINGS GP, LLC	DE	AG CONGRESS HOLDINGS, LP	F	Control
AG CONGRESS HOLDINGS GP, LLC	DE	AG CONGRESS HOLDINGS, LP	F	Control
AG CONGRESS HOLDINGS GP, LLC	DE	AG CONGRESS HOLDINGS, LP	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-A, L.P	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-B, L.P.	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-A, L.P	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-B, L.P.	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-A, L.P	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-B, L.P.	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-A, L.P	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-B, L.P.	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-A, L.P	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-B, L.P.	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-A, L.P	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-B, L.P.	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-A, L.P	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-B, L.P.	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-A, L.P	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-B, L.P.	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-A, L.P	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-B, L.P.	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-A, L.P	F	Control
AUDAX PRIVATE EQUITY BUSINESS VII LP	DE	AUDAX PRIVATE EQUITY FUND VII-B, L.P.	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
LAGAN, MATTHEW, TERENCE	I	LAGAN HOLDING COMPANY TRUST	F	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI FINANCIAL CORP.	FE	CI US HOLDINGS, INC.	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS, INC.	DE	CIPW HOLDINGS, LLC	E	Control
CI US, LLC	DE	CIPW TOPCO, LLC	E	Control
CI US, LLC	DE	CIPW TOPCO, LLC	E	Control
CI US, LLC	DE	CIPW TOPCO, LLC	E	Control
CI US, LLC	DE	CIPW TOPCO, LLC	E	Control
CIPW HOLDINGS, LLC	DE	CI PRIVATE WEALTH, LLC	E	Control
CIPW TOPCO, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CIPW TOPCO, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CIPW TOPCO, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CIPW TOPCO, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CONGRESS ACQUISITION HOLDINGS, LP	DE	CONGRESS PARENT, INC.	E	Control
CONGRESS ACQUISITION HOLDINGS, LP	DE	CONGRESS PARENT, INC.	E	Control
CONGRESS ACQUISITION HOLDINGS, LP	DE	CONGRESS PARENT, INC.	E	Control
CONGRESS ACQUISITION HOLDINGS, LP	DE	CONGRESS PARENT, INC.	E	Control
CONGRESS ACQUISITION HOLDINGS, LP	DE	CONGRESS PARENT, INC.	E	Control
CONGRESS ACQUISITION HOLDINGS, LP	DE	CONGRESS PARENT, INC.	E	Control
CONGRESS ACQUISITION HOLDINGS, LP	DE	CONGRESS PARENT, INC.	E	Control
CONGRESS ACQUISITION HOLDINGS, LP	DE	CONGRESS PARENT, INC.	E	Control
CONGRESS ACQUISITION HOLDINGS, LP	DE	CONGRESS PARENT, INC.	E	Control
CONGRESS ACQUISITION HOLDINGS, LP	DE	CONGRESS PARENT, INC.	E	Control
CONGRESS INTERMEDIATE, INC.	DE	CONGRESS BUYER, INC.	E	Control
CONGRESS INTERMEDIATE, INC.	DE	CONGRESS BUYER, INC.	E	Control
CONGRESS INTERMEDIATE, INC.	DE	CONGRESS BUYER, INC.	E	Control
CONGRESS INTERMEDIATE, INC.	DE	CONGRESS BUYER, INC.	E	Control
CONGRESS INTERMEDIATE, INC.	DE	CONGRESS BUYER, INC.	E	Control
CONGRESS INTERMEDIATE, INC.	DE	CONGRESS BUYER, INC.	E	Control
CONGRESS INTERMEDIATE, INC.	DE	CONGRESS BUYER, INC.	E	Control
CONGRESS INTERMEDIATE, INC.	DE	CONGRESS BUYER, INC.	E	Control
CONGRESS INTERMEDIATE, INC.	DE	CONGRESS BUYER, INC.	E	Control
CONGRESS INTERMEDIATE, INC.	DE	CONGRESS BUYER, INC.	E	Control
CONGRESS PARENT, INC.	DE	CONGRESS INTERMEDIATE, INC.	E	Control
CONGRESS PARENT, INC.	DE	CONGRESS INTERMEDIATE, INC.	E	Control
CONGRESS PARENT, INC.	DE	CONGRESS INTERMEDIATE, INC.	E	Control
CONGRESS PARENT, INC.	DE	CONGRESS INTERMEDIATE, INC.	E	Control
CONGRESS PARENT, INC.	DE	CONGRESS INTERMEDIATE, INC.	E	Control
CONGRESS PARENT, INC.	DE	CONGRESS INTERMEDIATE, INC.	E	Control
CONGRESS PARENT, INC.	DE	CONGRESS INTERMEDIATE, INC.	E	Control
CONGRESS PARENT, INC.	DE	CONGRESS INTERMEDIATE, INC.	E	Control
CONGRESS PARENT, INC.	DE	CONGRESS INTERMEDIATE, INC.	E	Control
CONGRESS PARENT, INC.	DE	CONGRESS INTERMEDIATE, INC.	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
LAGAN HOLDING COMPANY TRUST	DE	LAGAN WILDWOOD INVESTMENTS LLC	E	Control
AG CONGRESS HOLDINGS, LP	DE	CONGRESS ACQUISITION HOLDINGS, LP	D	Control
AG CONGRESS HOLDINGS, LP	DE	CONGRESS ACQUISITION HOLDINGS, LP	D	Control
AG CONGRESS HOLDINGS, LP	DE	CONGRESS ACQUISITION HOLDINGS, LP	D	Control
AG CONGRESS HOLDINGS, LP	DE	CONGRESS ACQUISITION HOLDINGS, LP	D	Control
AG CONGRESS HOLDINGS, LP	DE	CONGRESS ACQUISITION HOLDINGS, LP	D	Control
AG CONGRESS HOLDINGS, LP	DE	CONGRESS ACQUISITION HOLDINGS, LP	D	Control
AG CONGRESS HOLDINGS, LP	DE	CONGRESS ACQUISITION HOLDINGS, LP	D	Control
AG CONGRESS HOLDINGS, LP	DE	CONGRESS ACQUISITION HOLDINGS, LP	D	Control
AG CONGRESS HOLDINGS, LP	DE	CONGRESS ACQUISITION HOLDINGS, LP	D	Control
AG CONGRESS HOLDINGS, LP	DE	CONGRESS ACQUISITION HOLDINGS, LP	D	Control
AUDAX PRIVATE EQUITY FUND VII-A, L.P	DE	AG CONGRESS HOLDINGS, LP	D	Control
AUDAX PRIVATE EQUITY FUND VII-A, L.P	DE	AG CONGRESS HOLDINGS, LP	D	Control
AUDAX PRIVATE EQUITY FUND VII-A, L.P	DE	AG CONGRESS HOLDINGS, LP	D	Control
AUDAX PRIVATE EQUITY FUND VII-A, L.P	DE	AG CONGRESS HOLDINGS, LP	D	Control
AUDAX PRIVATE EQUITY FUND VII-A, L.P	DE	AG CONGRESS HOLDINGS, LP	D	Control
AUDAX PRIVATE EQUITY FUND VII-A, L.P	DE	AG CONGRESS HOLDINGS, LP	D	Control
AUDAX PRIVATE EQUITY FUND VII-A, L.P	DE	AG CONGRESS HOLDINGS, LP	D	Control
AUDAX PRIVATE EQUITY FUND VII-A, L.P	DE	AG CONGRESS HOLDINGS, LP	D	Control
AUDAX PRIVATE EQUITY FUND VII-A, L.P	DE	AG CONGRESS HOLDINGS, LP	D	Control
AUDAX PRIVATE EQUITY FUND VII-A, L.P	DE	AG CONGRESS HOLDINGS, LP	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LAGAN, DANIEL, ANTHONY	I	LAGAN HOLDING COMPANY TRUST	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
LONERGAN, PAUL, ANDREW	I	HARBORVIEW PARTNERS 2012, LLC	D	Control
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	DE	AG CONGRESS HOLDINGS, LP	C	Control
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	DE	AG CONGRESS HOLDINGS, LP	C	Control
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	DE	AG CONGRESS HOLDINGS, LP	C	Control
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	DE	AG CONGRESS HOLDINGS, LP	C	Control
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	DE	AG CONGRESS HOLDINGS, LP	C	Control
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	DE	AG CONGRESS HOLDINGS, LP	C	Control
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	DE	AG CONGRESS HOLDINGS, LP	C	Control
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	DE	AG CONGRESS HOLDINGS, LP	C	Control
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	DE	AG CONGRESS HOLDINGS, LP	C	Control
AUDAX PRIVATE EQUITY FUND VII-B, L.P.	DE	AG CONGRESS HOLDINGS, LP	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control
LAGAN, CHRISTOPHER, MICHAEL	I	LAGAN HOLDING COMPANY TRUST	C	Control

Registrations

Federal

Nov 21, 2025 REGISTERED

Notice Filings (50)

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 RI SC SD TN TX UT VA VT WA WI WV

Address

155 SEAPORT BLVD
3RD FLOOR
BOSTON, MA 02210
United States

Phone: (617) 428-7600