| Owner | Title | From | %Ownership |
|---|---|---|---|
| Fisher, Kenneth, Lawrence | Executive Chairman, Chairman Board of Managers, Co-chief Investment Officer, Investment Policy Committee | 05/1979 | < 5% |
| Silk, Jeffery, Lee | Vice Chairman, Co-chief Investment Officer, Investment Policy Committee | 12/1988 | < 5% |
| Ornani, Damian, David | Chief Executive Officer, Board of Managers | 07/2016 | 10-25% |
| Fishel, Thomas, Chapman | Chief Compliance Officer | 01/2005 | < 5% |
| Fisher Investments, Inc. | Member | 04/2005 | > 75% |
| Fisher, Kenneth, Lawrence | Co-trustee | 12/1986 | > 75% |
| Fisher, Nathan, C | Board of Managers | 06/2013 | < 5% |
| Fisher, Sherrilyn | Co-trustee | 12/1986 | > 75% |
| Kenneth L. Fisher and Sherrilyn A. Fisher Family Trust Agreement | Shareholder | 12/2012 | > 75% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Fisher Investments | $192.40 bn | |
| Fisher Investments Institutional Group African Equity Fund | $174.27 k | Other Private Fund |
| Fisher Investments Institutional Group All Foreign Small Cap Equity Quant Fund | $633.27 k | Other Private Fund |
| Fisher Investments Institutional Group Emerging Markets Equity Fund | $186.22 mm | Other Private Fund |
| Fisher Investments Institutional Group Foreign Equity Fund | $91.28 mm | Other Private Fund |
| Fisher Investments Institutional Group Frontier Markets Equity Fund | $6.13 mm | Other Private Fund |
