| Owner | Title | From | %Ownership |
|---|---|---|---|
| Heupel, Willis, Theo | Chief Financial Officer/shareholder/director | 10/1988 | 10-25% |
| Levin, Ross | Officer/shareholder/director | 03/1986 | 10-25% |
| Wolkowitz, Jacob | Chief Investment Officer/shareholder | 02/2017 | 5-10% |
| Krieger, Rebecca, Mary | Managing Partner and Officer/shareholder/director | 02/2017 | 10-25% |
| Martin, Brian, Gregory | Managing Partner and Officer/shareholder/director | 02/2017 | 5-10% |
| Holm, Jenna, Marie | Chief Compliance Officer/shareholder | 02/2017 | < 5% |
| Gilbertson, Steven, Scott | Shareholder/director | 01/2021 | 5-10% |
| Heckman, Jeremy, Joel | Shareholder | 01/2021 | 5-10% |
| Jones, Brandon, Richard | Shareholder | 01/2021 | 5-10% |
