BLEAKLEY FINANCIAL GROUP, LLC
Legal name: ONEPOINT BFG WEALTH PARTNERS
CRD #318366 SEC #801-123232 PARSIPPANY, NJ (973) 575-4180
SEC Registered
Total AUM
$12.1B
Discretionary
$11.6B
Employees
176
Clients
51
Accounts
30,268
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2025
- Branch Offices
- 20
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | NA | Control |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| BOOCKVAR, PETER, DAVID | I | CHIEF INVESTMENT OFFICER | NA | |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| COONEY, JOHN, DAVID | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| DURAN, JOSEPH, JOHN | I | MEMBER | NA | Control |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GREEN, LESLIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GROFF, JEREMY, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| GROFF, JEREMY, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| GROFF, JEREMY, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| GROFF, JEREMY, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| GROFF, JEREMY, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| GROFF, JEREMY, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| GROFF, JEREMY, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| GROFF, JEREMY, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| Mostovoi, Alexei | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| NAUHEIMER, VINCENT, JOHN | I | CHIEF OPERATING OFFICER | NA | |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | CHIEF EXECUTIVE OFFICER / MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | CHIEF EXECUTIVE OFFICER / MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | CHIEF EXECUTIVE OFFICER / MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | CHIEF EXECUTIVE OFFICER / MEMBER | NA | Control |
| SCHWARTZ, ANDY, MARK | I | CHIEF EXECUTIVE OFFICER / MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | NA | Control |
| TINNIRELLO, PAUL, ADAM | I | CHIEF OPERATING OFFICER | NA | |
| TINNIRELLO, PAUL, ADAM | I | CHIEF OPERATING OFFICER | NA | |
| TINNIRELLO, PAUL, ADAM | I | CHIEF OPERATING OFFICER | NA | |
| TINNIRELLO, PAUL, ADAM | I | CHIEF OPERATING OFFICER | NA | |
| TINNIRELLO, PAUL, ADAM | I | CHIEF OPERATING OFFICER | NA | |
| TINNIRELLO, PAUL, ADAM | I | CHIEF OPERATING OFFICER | NA | |
| TINNIRELLO, PAUL, ADAM | I | CHIEF OPERATING OFFICER | NA | |
| TINNIRELLO, PAUL, ADAM | I | CHIEF OPERATING OFFICER | NA | |
| TINNIRELLO, PAUL, ADAM | I | CHIEF OPERATING OFFICER | NA | |
| TINNIRELLO, PAUL, ADAM | I | CHIEF OPERATING OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| Weiss, Craig, Barry | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF RISK OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF RISK OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF RISK OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF RISK OFFICER & GENERAL COUNSEL | NA | |
| ZACK, RICHARD, LEWIS | I | CHIEF RISK OFFICER & GENERAL COUNSEL | NA | |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BLEAKLEY HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| SCHWARTZ, ANDY, MARK | I | MEMBER | C | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| COONEY, JOHN, DAVID | I | MEMBER | B | Control |
| FINNEY, JOHN, REED | I | MEMBER | B | Control |
| FINNEY, JOHN, REED | I | MEMBER | B | Control |
| FINNEY, JOHN, REED | I | MEMBER | B | Control |
| FINNEY, JOHN, REED | I | MEMBER | B | Control |
| FINNEY, JOHN, REED | I | MEMBER | B | Control |
| FINNEY, JOHN, REED | I | MEMBER | B | Control |
| FINNEY, JOHN, REED | I | MEMBER | B | Control |
| FINNEY, JOHN, REED | I | MEMBER | B | Control |
| FINNEY, REED | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| SCHWARTZ, SCOTT, DAVID | I | MEMBER | B | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
| AXELROD, MICHAEL, IAN | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CB RISE AGGREGATOR, L.P. | DE | RISE GROWTH PARTNERS, LLC | E | Control |
| CB RISE AGGREGATOR, L.P. | DE | RISE GROWTH PARTNERS, LLC | E | Control |
| CB RISE AGGREGATOR, L.P. | DE | RISE GROWTH PARTNERS, LLC | E | Control |
| CB RISE AGGREGATOR, L.P. | DE | RISE GROWTH PARTNERS, LLC | E | Control |
| CB RISE AGGREGATOR, L.P. | DE | RISE GROWTH PARTNERS, LLC | E | Control |
| RISE GROWTH PARTNERS, LLC | DE | RGP - BLEAKLEY, LLC | E | Control |
| RISE GROWTH PARTNERS, LLC | DE | RGP - BLEAKLEY, LLC | E | Control |
| RISE GROWTH PARTNERS, LLC | DE | RGP - BLEAKLEY, LLC | E | Control |
| RISE GROWTH PARTNERS, LLC | DE | RGP - BLEAKLEY, LLC | E | Control |
| RISE GROWTH PARTNERS, LLC | DE | RGP - BLEAKLEY, LLC | E | Control |
| BLEAKLEY EMPLOYEE AGGREGATOR LLC | DE | BLEAKLEY HOLDINGS, LLC | D | Control |
| BLEAKLEY EMPLOYEE AGGREGATOR LLC | DE | BLEAKLEY HOLDINGS, LLC | D | Control |
| BLEAKLEY EMPLOYEE AGGREGATOR LLC | DE | BLEAKLEY HOLDINGS, LLC | D | Control |
| BLEAKLEY EMPLOYEE AGGREGATOR LLC | DE | BLEAKLEY HOLDINGS, LLC | D | Control |
| BLEAKLEY EMPLOYEE AGGREGATOR LLC | DE | BLEAKLEY HOLDINGS, LLC | D | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | CB RISE AGGREGATOR, L.P. | D | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | CB RISE AGGREGATOR, L.P. | D | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | CB RISE AGGREGATOR, L.P. | D | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | CB RISE AGGREGATOR, L.P. | D | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | CB RISE AGGREGATOR, L.P. | D | Control |
| RGP - BLEAKLEY, LLC | DE | BLEAKLEY HOLDINGS, LLC | C | Control |
| RGP - BLEAKLEY, LLC | DE | BLEAKLEY HOLDINGS, LLC | C | Control |
| RGP - BLEAKLEY, LLC | DE | BLEAKLEY HOLDINGS, LLC | C | Control |
| RGP - BLEAKLEY, LLC | DE | BLEAKLEY HOLDINGS, LLC | C | Control |
| RGP - BLEAKLEY, LLC | DE | BLEAKLEY HOLDINGS, LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY HOLDINGS, LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY HOLDINGS, LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY HOLDINGS, LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY HOLDINGS, LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY HOLDINGS, LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY EMPLOYEE AGGREGATOR LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY EMPLOYEE AGGREGATOR LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY HOLDINGS, LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY EMPLOYEE AGGREGATOR LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY EMPLOYEE AGGREGATOR LLC | C | Control |
| SCHWARTZ, ANDY, MARK | I | BLEAKLEY EMPLOYEE AGGREGATOR LLC | C | Control |
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