| Owner | Title | From | %Ownership |
|---|---|---|---|
| Barlow, Eric, Stephan | Managing Member | 08/2012 | 10-25% |
| Belliston, James, Brett | Managing Member | 10/2013 | 10-25% |
| Paul, Penny | Chief Compliance Officer | 04/2022 | < 5% |
| Tdwellington, LLC | Managing Partner, CIO | 04/2022 | 10-25% |
| RMB Ventures LLC | Managing Partner, Director of Business Development | 04/2022 | 10-25% |
| Casey M Monsen and Kara L Monsen Revocable Trust | Partner | 04/2022 | 5-10% |
| Bohm, Ryan, Mathew | Owner | 04/2022 | > 75% |
| Dance, Tanner | Owner | 04/2022 | > 75% |
| Monsen, Casey, Mark | Trustee | 04/2011 | |
| L3 Investments, LLC | Owner | 04/2023 | 10-25% |
| Lowe, Roger, Zebulun | Owner | 01/2023 | > 75% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Andina Family Offices | $642.12 mm | |
| Andina Global Strategies Fund | $39.05 mm | Hedge Fund |
| Andina Performex Series of Copperstone Multi-series Idf LP | $15.41 mm | Hedge Fund |
| Andina Private Credit Strategies, LP | $41.54 mm | Hedge Fund |
| the K Fund III, LP | $5.62 mm | Private Equity Fund |
