STONEBRIDGE CAPITAL MANAGEMENT II LLC |
MANAGING MEMBER |
direct |
1999-11-01 |
|
INVESTMENT CONSULTING GROUP LLC |
MEMBER |
direct |
2002-09-01 |
|
CT FIXED INCOME MANAGEMENT, LLC |
MEMBER |
direct |
2003-03-01 |
|
CT PREFERRED INVESTORS MANAGEMENT, LLC |
MEMBER |
direct |
2003-05-01 |
|
MOUNT YALE PORTFOLIO ADVISORS, LLC |
MEMBER |
direct |
2003-06-01 |
|
LYRICAL-ANTHEUS MANAGEMENT, L.P. |
GENERAL PARTNER |
direct |
2004-12-01 |
|
TMFS-BIRMINGHAM, LLC |
OWNER |
direct |
2005-10-01 |
|
AQUILINE HOLDINGS LLC |
GENERAL PARTNER |
indirect |
2006-06-01 |
|
MARANON CAPITAL, L.P. |
LIMITED PARTNER OF MARANON MEZZANINE GP, L.P. |
direct |
2008-07-01 |
|
ASSET ALLOCATION STRATEGIES, LLC |
39 % OWNER; TRUSTEES : JP MORGAN CHASE N.A. & R.M. BARRON (379-44-1643) |
direct |
2009-10-01 |
|
SAVANT INVESTMENT GROUP, LLC |
OWNER |
direct |
2009-12-01 |
|
ESTANCIA CAPITAL MANAGEMENT, LLC |
OWNER |
indirect |
2011-12-01 |
|
FTJ FUNDCHOICE, LLC |
GENERAL PARTNER |
indirect |
2012-07-01 |
|
STONEBRIDGE CAPITAL MANAGEMENT II LLC |
MEMBER |
indirect |
2012-12-01 |
|
CBRE GLOBAL INVESTMENT PARTNERS LIMITED |
GENERAL PARTNER |
indirect |
2013-03-01 |
|
RESOURCES INVESTMENT ADVISORS INC |
OWNER |
direct |
2013-10-01 |
|
MARANON CAPITAL, L.P. |
LIMITED PARTNER OF MARANON MEZZANINE GP II, L.P. |
direct |
2013-12-01 |
|
FOURSTAR WEALTH ADVISORS, LLC |
MEMBER |
direct |
2014-06-01 |
|
MANIKAY PARTNERS, LLC |
OWNER OF MANIKAY PARTNERS UK LLP (RELYING ADVISER) |
indirect |
2014-08-01 |
|
PAXION PARTNERS LP |
GENERAL PARTNER |
direct |
2015-05-01 |
|
HOULIHAN LOKEY FINANCIAL ADVISORS, INC. |
TRUSTEE / CLASS B COMMON |
indirect |
2015-08-01 |
|
MASSEY QUICK WEALTH SOLUTIONS LLC |
MEMBER |
direct |
2016-08-01 |
|
SABRETOOTH ADVISORS, LLC |
MANAGING MEMBER |
direct |
2016-10-01 |
|
FIDUCIARY INVESTMENT ADVISORS, LLC |
MEMBER |
direct |
2017-01-01 |
|
MELLON CAPITAL MANAGEMENT CORPORATION |
SHAREHOLDER |
indirect |
2017-04-01 |
|
ARKADIOS WEALTH ADVISORS |
OWNER |
direct |
2017-06-01 |
|
JOHN K DWIGHT ASSET MANAGEMENT COMPANY, INC. |
100% SHAREHOLDER OF DWIGHT ASSET MANAGEMENT COMPANY |
direct |
2001-04-01 |
2001-05-18 |
WEXFORD CLEARING SERVICES, LLC |
62% STOCKHOLDER |
indirect |
2003-07-01 |
2003-09-25 |
PLACEMARK INVESTMENTS, INC. |
SHAREHOLDER (PREFERRED B) |
indirect |
2005-04-01 |
2005-07-26 |
FLAHERTY & CRUMRINE INC |
SHAREHOLDER |
direct |
1997-01-01 |
2006-03-31 |
FLAHERTY & CRUMRINE INC |
SHAREHOLDER |
direct |
1997-03-01 |
2006-03-31 |
FLAHERTY & CRUMRINE INC |
SHAREHOLDER |
direct |
1997-04-01 |
2006-03-31 |
STONEBRIDGE CAPITAL MANAGEMENT II LLC |
MEMBER |
direct |
1999-11-01 |
2006-03-31 |
PADCO ADVISORS II INC |
SHAREHOLDER |
indirect |
2003-12-01 |
2006-03-31 |
STANDISH MELLON ASSET MANAGEMENT COMPANY LLC |
SOLE OWNER |
indirect |
2003-07-01 |
2006-12-04 |
LARCH LANE ADVISORS LLC |
SPECIAL MEMBER |
direct |
2005-10-01 |
2008-03-31 |
CORRIENTE ADVISORS, LLC |
TRUSTEE |
direct |
2007-12-01 |
2010-03-25 |
RIVER STREET ADVISORS, LLC |
SOLE MEMBER |
direct |
2010-04-01 |
2010-05-20 |
PINEBRIDGE INVESTMENTS LLC |
SHAREHOLDER |
indirect |
2009-07-01 |
2010-07-20 |
PINEBRIDGE INVESTMENTS LLC |
SHAREHOLDER |
indirect |
2009-07-01 |
2010-07-20 |
PINEBRIDGE INVESTMENTS LLC |
GENERAL PARTNER |
indirect |
2009-08-01 |
2010-07-20 |
PINEBRIDGE INVESTMENTS LLC |
LIMITED PARTNER |
indirect |
2009-08-01 |
2010-07-20 |
PINEBRIDGE INVESTMENTS LLC |
SHAREHOLDER |
indirect |
2009-08-01 |
2010-07-20 |
PINEBRIDGE INVESTMENTS LLC |
GENERAL PARTNER |
indirect |
2009-08-01 |
2010-07-20 |
PINEBRIDGE INVESTMENTS LLC |
SHAREHOLDER |
indirect |
2009-08-01 |
2010-07-20 |
PINEBRIDGE INVESTMENTS LLC |
SHAREHOLDER |
indirect |
2009-08-01 |
2010-07-20 |
PINEBRIDGE INVESTMENTS LLC |
SHAREHOLDER |
indirect |
2009-10-01 |
2010-07-20 |
TERRA RESOURCE INVESTMENT MANAGEMENT, INC. |
SHAREHOLDER |
indirect |
2011-02-01 |
2011-02-23 |
NOCTUA INTERNATIONAL WMG, LLC |
MEMBER |
direct |
2009-05-01 |
2011-04-04 |
ALPHAHEDGE CAPITAL PARTNERS, LLC |
MEMBER |
direct |
2011-09-01 |
2012-01-26 |
NOCTUA INTERNATIONAL WMG, LLC |
GENERAL PARTNER |
indirect |
2009-08-01 |
2012-03-30 |
LYONROSS CAPITAL MANAGEMENT, LLC |
MANAGING MEMBER |
direct |
2012-09-01 |
2012-12-21 |
FOXHAVEN ASSET MANAGEMENT, LP |
GENERAL PARTNER |
direct |
2013-08-01 |
2013-09-26 |
EDGE PRINCIPAL ADVISORS, LLC |
GENERAL PARTNER/OWNER - ATERIAN INVESTMENT MANAGEMENT, LP (RELYING ADVISER) |
direct |
2013-08-01 |
2013-11-13 |
SUB-SAHARA CAPITAL GROUP LP |
GENERAL PARTNER |
direct |
2013-03-01 |
2013-12-02 |
NOCTUA INTERNATIONAL WMG, LLC |
SHAREHOLDER |
indirect |
2009-07-01 |
2015-07-21 |
PROTERRA INVESTMENT PARTNERS LP |
GENERAL PARTNER |
direct |
2015-09-01 |
2016-01-26 |
RIDGE RETIREMENT CONSULTANTS, LLC |
KLINGMAN HOLDINGS, LLC |
direct |
2014-04-01 |
2016-02-25 |
HGI CAPITAL MANAGEMENT, LLC. |
MEMBER |
indirect |
2013-07-01 |
2016-04-18 |
HGI CAPITAL MANAGEMENT, LLC. |
MANAGING MEMBER |
indirect |
2013-07-01 |
2016-04-18 |
BLOOOM, INC. |
SHAREHOLDER |
direct |
2016-03-01 |
2016-06-07 |
BLOOOM, INC. |
SHAREHOLDER |
direct |
3016-03-01 |
2016-06-07 |
LAKEWOOD CAPITAL MANAGEMENT, LP |
GENERAL PARTNER |
direct |
2007-01-01 |
2017-02-10 |
SAVANT INVESTMENT GROUP, LLC |
THE SAVANT GROUP, INC. |
direct |
1991-09-01 |
2017-02-23 |