| Owner | Title | From | %Ownership |
|---|---|---|---|
| Bell, Edward, Joseph | Chairman | 05/2022 | < 5% |
| Palmer, Jeffrey, Hamilton | President | 05/2022 | < 5% |
| Herman, Robert, Joseph | CEO | 05/2022 | < 5% |
| Fine, Lauren, Rich | Senior Managing Director | 05/2022 | < 5% |
| Brodkowitz, Kenneth, Ross | CIO | 03/2017 | < 5% |
| Delta Dental Plan of Michigan Inc | Member | 06/2020 | > 75% |
| Delta Dental Plan of Ohio Inc | Member | 06/2020 | 25-50% |
| Renaissance Health Service Corporation | Member | 03/2013 | |
| T4G Financial Services LLC | Member | 01/2023 | > 75% |
| T4G Management Inc | Member | 01/2023 | > 75% |
| the 4100 Group Inc | Member | 01/2023 | > 75% |
| Palugi, Candy, Johnson | Chief Compliance Officer | 03/2023 | < 5% |
| Gala, Hemal, Jayant | Vice President Operations | 11/2022 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Gries Financial LLC | $974.74 mm | |
| Fieldstone - Sage Mill | $2.18 mm | Real Estate Fund |
| Fieldstone Citymark | Real Estate Fund | |
| Fieldstone Gem Investors IV | $16.63 k | Real Estate Fund |
| Fieldstone Gem V Investors | $1.68 mm | Real Estate Fund |
| Fieldstone Gem VI Investors | $1.51 mm | Real Estate Fund |
| Fieldstone Phoenix '07 Fund | $494.65 k | Real Estate Fund |
| Fieldstone Phoenix 2010 Fund | $32.20 k | Real Estate Fund |
| Fieldstone Phoenix 2011 Fund | $177.35 k | Real Estate Fund |
| Gem III Investors | Real Estate Fund |
