DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

PTMA INVESTMENT ADVISORS

PUBLIC TRUST ADVISORS, LLC, CRD 159189

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af8b5593-b2a7-192f-2816-e0e198a720fd

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 52
Dated events: 21
On other graphs: 0
Observed: Nov 28, 2011 to Apr 30, 2026
41 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

Flexpoint Fund V-A, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Venture Capitalowner

TA Xiv-A, L.P.

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.85 institutional_share=0.15 related_bd=true related_bank=false bd_reps=73.0
Regulatory AUM: $104BItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $99B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $8.7Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 157
Advisory employees: 81
Offices: 13Schedule D 1.F, beyond the principal office
Accounts: 239
Custody, client assets: $89B
SEC number: 801-72782
CRD: 159189
Filings on the tape: 41
First filed: Nov 28, 2011
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, CO
Website: texasclass.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Othneil Stockwell Waud	Chartered Financial Analyst	DENVER, CO	10	14	n/a	no
Mark John Creger	n/a	DENVER, CO	10	29	1	no
Manuel Norman San Luis	n/a	DENVER, CO	10	19	1	no
Robert Joseph Shull	n/a	DENVER, CO	4	16	5	yes
Sean Joseph Fitzgerald	n/a	DENVER, CO	3	10	n/a	no
Brett Stephen Parsons	n/a	DENVER, CO	3	11	n/a	yes
Danielle Elizabeth Steers Campbell	n/a	DENVER, CO	3	19	n/a	no
Adam Casey Gunning	n/a	DENVER, CO	2	15	1	yes
Charles MacInnes Langford	n/a	DENVER, CO	1	11	n/a	yes
Gregory Taylor Hansen	n/a	DENVER, CO	0	10	n/a	yes
Trevor Scott Davenport	n/a	DENVER, CO	0	12	4	yes
Carolyn Jean Anderson	n/a	DENVER, CO	0	27	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALTON, TODD, WILLIAM	CHIEF EXECUTIVE OFFICER	Na	yes	01/2021	Jan 29, 2021	Dec 10, 2024
DAVIS, JAMES, O'NEILL	EXECUTIVE CHAIRMAN	Na	yes	10/2024	Dec 10, 2024	Dec 10, 2024
DONALD J EDWARDS REVOCABLE TRUST	LIMITED PARTNER	C	yes	02/2024	Dec 10, 2024	Dec 10, 2024
EDWARDS, DONALD, JOSEPH	SOLE MEMBER	E	yes	03/2022	Dec 10, 2024	Dec 10, 2024
EDWARDS, DONALD, JOSEPH	Trustee	F	yes	06/2000	Dec 10, 2024	Dec 10, 2024
FITZGERALD, SANDRA	CHIEF FINANCIAL OFFICER	Na	yes	01/2021	Mar 28, 2024	Dec 10, 2024
FLEXPOINT FUND V-A, L.P.	SOLE MEMBER	E	yes	05/2024	Mar 28, 2024	Dec 10, 2024
FLEXPOINT MANAGEMENT V, L.P.	GENERAL PARTNER	F	yes	03/2022	Dec 10, 2024	Dec 10, 2024
FLEXPOINT ULTIMATE MANAGEMENT V, LLC	GENERAL PARTNER	F	yes	03/2022	Dec 10, 2024	Dec 10, 2024
PINNACLE EQUITYCO, LLC	SOLE MEMBER	E	yes	10/2024	Mar 28, 2024	Dec 10, 2024
PINNACLE FF AGGREGATOR, LLC	Member	C	yes	10/2024	Dec 10, 2024	Dec 10, 2024
PINNACLE INTERMEDIATECO, LLC	SOLE MEMBER	E	yes	10/2024	Dec 10, 2024	Dec 10, 2024
PINNACLE PURCHASER, LLC	Member	E	yes	10/2024	Dec 10, 2024	Dec 10, 2024
PMA PARENT HOLDINGS, LLC	SOLE MEMBER	E	yes	10/2024	Dec 10, 2024	Dec 10, 2024
PMA-PTA HOLDINGS, LLC	SOLE MEMBER	E	yes	10/2023	Dec 10, 2024	Dec 10, 2024
STARR, MATTHEW	MANAGING DIRECTOR	Na	yes	03/2023	Mar 28, 2024	Dec 10, 2024
SUGRUE, BRIAN	CHIEF INFORMATION OFFICER	Na	yes	09/2021	Mar 28, 2024	Dec 10, 2024
TA ASSOCAITES CAYMAN, LLC	GENERAL PARTNER	F	yes	02/2021	Dec 10, 2024	Dec 10, 2024
TA ASSOCIATE XIV GP, L.P.	GENERAL PARTNER	F	yes	10/2023	Dec 10, 2024	Dec 10, 2024
TA ASSOCIATES PMA HOLDINGS, LLC	Member	E	yes	10/2023	Dec 10, 2024	Dec 10, 2024
TA ASSOCIATES XIV GP, L.P.	GENERAL PARTNER	F	yes	02/2021	Dec 10, 2024	Dec 10, 2024
TA ASSOCIATES XIV GP, L.P.	GENERAL PARTNER	F	yes	02/2021	Dec 10, 2024	Dec 10, 2024
TA PMA INTERMEDIATE, LLC	SOLE MEMBER	E	yes	02/2024	Dec 10, 2024	Dec 10, 2024
TA PMA PURCHASER, LLC	SOLE MEMBER	E	yes	10/2023	Dec 10, 2024	Dec 10, 2024
TA XIV-A, L.P.	Member	D	yes	10/2023	Dec 10, 2024	Dec 10, 2024
TA XIV-B PMA BLOCKER CORP	LIMITED PARTNER	E	yes	10/2023	Dec 10, 2024	Dec 10, 2024
TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.	Member	C	yes	10/2023	Dec 10, 2024	Dec 10, 2024
TA XIV-B, L.P.	Shareholder	E	yes	10/2023	Dec 10, 2024	Dec 10, 2024
TIGHT, THOMAS, N.	MANAGING DIRECTOR	Na	yes	05/2012	Mar 25, 2013	Dec 10, 2024
WAUD, OTHNEIL, STOCKWELL	CHIEF INVESTMENT OFFICER	Na	yes	02/2018	Mar 28, 2024	Dec 10, 2024
WELSH, JENNIFER, TOMASZ	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	07/2022	Jul 21, 2022	Dec 10, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PRUDENT MAN ADVISORS, LLC	n/a	Asset manager	$31B	N	yes	n/a
PMA SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
HOPEWELL JUNCTION	NY	United States	10	no
Orlando	FL	United States	8	no
Pleasanton	CA	United States	5	no
Richardson	TX	United States	4	no
Chamblee	Ga	United States	1	no
Naperville	IL	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$104B	$99B	157	81	13	n/a	n/a
2024	Mar 28, 2025	$94B	$90B	93	13	6	n/a	n/a
2023	Mar 28, 2024	$81B	$69B	81	16	5	n/a	n/a
2022	Mar 31, 2023	$65B	$61B	78	16	6	n/a	n/a
2021	Feb 25, 2022	$51B	$46B	70	13	4	n/a	n/a
2020	Mar 24, 2021	$49B	$43B	69	11	4	n/a	n/a
2019	Mar 26, 2020	$42B	$36B	64	11	4	n/a	n/a
2018	Mar 29, 2019	$33B	$29B	56	10	3	n/a	n/a
2017	Mar 29, 2018	$25B	$22B	49	9	4	n/a	n/a
2016	Mar 22, 2017	$25B	$22B	39	10	n/a	n/a	n/a
2015	Mar 24, 2016	$14B	$13B	29	8	n/a	n/a	n/a
2014	Mar 27, 2015	$9.3B	$8.8B	25	8	n/a	n/a	n/a
2013	Mar 31, 2014	$7.8B	$7.6B	21	3	n/a	n/a	n/a
2012	Mar 25, 2013	$3.3B	$3.2B	15	3	n/a	n/a	n/a
2011	Feb 6, 2012	$3.3B	$3.3B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$104B	$94B	10.6%	$65B	17.1%	157	93	13	6

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BLX GROUP LLC	2	Apr 7, 2016	Apr 7, 2016	LOS ANGELES, CA	Team lift out	Other	100.0%

Relationships

Affiliated with (3)

→ PTMA INVESTMENT ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← PTMA INVESTMENT ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← PT ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (17)

← Carolyn Jean AndersonAdvisorregistration: current employment
Nov 21, 2025 to presentfactForm ADV
← Trevor Scott DavenportAdvisorregistration: current employment
Nov 12, 2025 to presentfactForm ADV
← Gregory Taylor HansenAdvisorregistration: current employment
Oct 20, 2025 to presentfactForm ADV
← Charles MacInnes LangfordAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← Adam Casey GunningAdvisorregistration: current employment
Sep 27, 2023 to presentfactForm ADV
← Danielle Elizabeth Steers CampbellAdvisorregistration: current employment
Aug 23, 2023 to presentfactForm ADV
← Brett Stephen ParsonsAdvisorregistration: current employment
Mar 16, 2023 to presentfactForm ADV
← Sean Joseph FitzgeraldAdvisorregistration: current employment
Sep 30, 2022 to presentfactForm ADV
← Robert Joseph ShullAdvisorregistration: current employment
Jun 10, 2022 to presentfactForm ADV
← Mark John CregerAdvisorregistration: current employment
Apr 7, 2016 to presentfactForm ADV
← Manuel Norman San LuisAdvisorregistration: current employment
Apr 7, 2016 to presentfactForm ADV
← Othneil Stockwell WaudAdvisorregistration: current employment
Mar 1, 2016 to presentfactForm ADV
← CORY ROBERT GEBELAdvisorregistration: previous registration
Mar 29, 2018 to May 21, 2025factForm ADV
← DYLANA LEE GROSSAdvisorregistration: previous registration
May 30, 2019 to Aug 26, 2024factForm ADV
← BRENT WILLIAM TURNERAdvisorregistration: previous registration
Jun 17, 2019 to Jul 31, 2023factForm ADV
← BRIAN MATTHEW KELSOAdvisorregistration: previous registration
May 28, 2020 to Sep 20, 2021factForm ADV
← BENJAMIN PRESTON MENDENHALLAdvisorregistration: previous registration
Aug 29, 2017 to Sep 11, 2021factForm ADV

Controls (29)

← EDWARDS, DONALD, JOSEPHOwnerTRUSTEE, ownership code F, individual
Dec 10, 2024 to Dec 10, 2024factForm ADV
← TIGHT, THOMAS, N.OwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 25, 2013 to Dec 10, 2024factForm ADV
← WAUD, OTHNEIL, STOCKWELLOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 28, 2024 to Dec 10, 2024factForm ADV
← DAVIS, JAMES, O'NEILLOwnerEXECUTIVE CHAIRMAN, ownership code NA, individual
Dec 10, 2024 to Dec 10, 2024factForm ADV
← ALTON, TODD, WILLIAMOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jan 29, 2021 to Dec 10, 2024factForm ADV
← WELSH, JENNIFER, TOMASZOwnerGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 21, 2022 to Dec 10, 2024factForm ADV
← DONALD J EDWARDS REVOCABLE TRUSTOwnerLIMITED PARTNER, ownership code C, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← FITZGERALD, SANDRAOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 28, 2024 to Dec 10, 2024factForm ADV
← FLEXPOINT FUND V-A, L.P.OwnerSOLE MEMBER, ownership code E, foreign entity
Mar 28, 2024 to Dec 10, 2024factForm ADV
← FLEXPOINT MANAGEMENT V, L.P.OwnerGENERAL PARTNER, ownership code F, foreign entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← FLEXPOINT ULTIMATE MANAGEMENT V, LLCOwnerGENERAL PARTNER, ownership code F, foreign entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← PINNACLE EQUITYCO, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Mar 28, 2024 to Dec 10, 2024factForm ADV
← PINNACLE FF AGGREGATOR, LLCOwnerMEMBER, ownership code C, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← PINNACLE INTERMEDIATECO, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← PINNACLE PURCHASER, LLCOwnerMEMBER, ownership code E, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← PMA PARENT HOLDINGS, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← PMA-PTA HOLDINGS, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← STARR, MATTHEWOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 28, 2024 to Dec 10, 2024factForm ADV
← SUGRUE, BRIANOwnerCHIEF INFORMATION OFFICER, ownership code NA, individual
Mar 28, 2024 to Dec 10, 2024factForm ADV
← TA ASSOCAITES CAYMAN, LLCOwnerGENERAL PARTNER, ownership code F, foreign entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← TA ASSOCIATE XIV GP, L.P.OwnerGENERAL PARTNER, ownership code F, foreign entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← TA ASSOCIATES PMA HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← TA ASSOCIATES XIV GP, L.P.OwnerGENERAL PARTNER, ownership code F, foreign entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← TA PMA INTERMEDIATE, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← TA PMA PURCHASER, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← TA XIV-A, L.P.OwnerMEMBER, ownership code D, foreign entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← TA XIV-B PMA BLOCKER CORPOwnerLIMITED PARTNER, ownership code E, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.OwnerMEMBER, ownership code C, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← TA XIV-B, L.P.OwnerSHAREHOLDER, ownership code E, foreign entity
Dec 10, 2024 to Dec 10, 2024factForm ADV

Moved with (1)

← BLX GROUP LLCRegistered adviser2 advisors, team lift out, same day
Apr 7, 2016 to Apr 7, 2016factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 21, 2025
Advisor changed firm
Cory Robert Gebel left Ptma Investment Advisors for Ridgeline Public Advisors, Llc (registered 2025-06-03)
Form ADVobserved 5 days ago
Occurred
Dec 10, 2024
Control person left
S. Randy Palomba (Managing Director) no longer on Schedule A of Ptma Investment Advisors (listed 2024-03-28, absent 2024-12-10)
Form ADVobserved 5 days ago
Occurred
Dec 10, 2024
Control person left
D. Thomas Jordan (Managing Director) no longer on Schedule A of Ptma Investment Advisors (listed 2024-03-28, absent 2024-12-10)
Form ADVobserved 5 days ago
Occurred
Dec 10, 2024
Control person left
F. John Grady (Managing Director) no longer on Schedule A of Ptma Investment Advisors (listed 2024-03-28, absent 2024-12-10)
Form ADVobserved 5 days ago
Occurred
Dec 10, 2024
Control person left
M. Christopher Debow (Member) no longer on Schedule A of Ptma Investment Advisors (listed 2024-03-28, absent 2024-12-10)
Form ADVobserved 5 days ago
Occurred
Dec 10, 2024
Control person joined
O'Neill James Davis (Executive Chairman) appeared on Schedule A of Ptma Investment Advisors
Form ADVobserved 5 days ago
Occurred
Dec 10, 2024
Control person joined
Joseph Donald Edwards (Trustee) appeared on Schedule A of Ptma Investment Advisors
Form ADVobserved 5 days ago
Occurred
Aug 26, 2024
Advisor changed firm
Dylana Lee Gross left Ptma Investment Advisors for Piper Sandler & Co. (registered 2024-09-11)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person joined
Stockwell Othneil Waud (Chief Investment Officer) appeared on Schedule A of Ptma Investment Advisors
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person joined
Matthew Starr (Managing Director) appeared on Schedule A of Ptma Investment Advisors
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person joined
Sandra Fitzgerald (Chief Financial Officer) appeared on Schedule A of Ptma Investment Advisors
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person joined
Brian Sugrue (Chief Information Officer) appeared on Schedule A of Ptma Investment Advisors
Form ADVobserved 5 days ago
Occurred
Jul 31, 2023
Advisor changed firm
Brent William Turner left Ptma Investment Advisors for Meeder Public Funds, Inc. (registered 2024-09-09)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
Ptma Investment Advisors reported RAUM $64.9B, up 26% from $51.5B (2023-02-06 to 2023-03-31)
Form ADVobserved 5 days ago
$13.4B
Occurred
Jul 21, 2022
Control person left
S. Barry Howsden (Chief Compliance Officer) no longer on Schedule A of Ptma Investment Advisors (listed 2022-02-25, absent 2022-07-21)
Form ADVobserved 5 days ago
Occurred
Jul 21, 2022
Control person left
J Stephen Dixon (Chief Risk Officer) no longer on Schedule A of Ptma Investment Advisors (listed 2022-02-25, absent 2022-07-21)
Form ADVobserved 5 days ago
Occurred
Jul 21, 2022
Control person joined
Tomasz Jennifer Welsh (Chief Compliance Officer) appeared on Schedule A of Ptma Investment Advisors
Form ADVobserved 5 days ago
Occurred
Jan 29, 2021
Control person joined
William Todd Alton (President) appeared on Schedule A of Ptma Investment Advisors
Form ADVobserved 5 days ago
Occurred
Mar 26, 2020
Regulatory AUM changed
Ptma Investment Advisors reported RAUM $42.3B, up 29% from $32.8B (2019-10-11 to 2020-03-26)
Form ADVobserved 5 days ago
$9.5B
Occurred
Oct 8, 2019
Control person left
S. Gregory Wright (President) no longer on Schedule A of Ptma Investment Advisors (listed 2019-03-29, absent 2019-10-08)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2026
Ptma Investment Advisors reported 13 offices beyond its principal office, up from 6 (2026-01-21 to 2026-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af8b5593-b2a7-192f-2816-e0e198a720fd
First observed: Nov 28, 2011
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PTMA INVESTMENT ADVISORS

PUBLIC TRUST ADVISORS, LLC, CRD 159189

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af8b5593-b2a7-192f-2816-e0e198a720fd

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Othneil Stockwell Waud

Chartered Financial Analyst

DENVER, CO

n/a

Mark John Creger

n/a

DENVER, CO

Manuel Norman San Luis

n/a

DENVER, CO

Robert Joseph Shull

n/a

DENVER, CO

yes

Sean Joseph Fitzgerald

n/a

DENVER, CO

n/a

Brett Stephen Parsons

n/a

DENVER, CO

n/a

yes

Danielle Elizabeth Steers Campbell

n/a

DENVER, CO

n/a

Adam Casey Gunning

n/a

DENVER, CO

yes

Charles MacInnes Langford

n/a

DENVER, CO

n/a

yes

Gregory Taylor Hansen

n/a

DENVER, CO

n/a

yes

Trevor Scott Davenport

n/a

DENVER, CO

yes

Carolyn Jean Anderson

n/a

DENVER, CO

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALTON, TODD, WILLIAM

CHIEF EXECUTIVE OFFICER

yes

01/2021

Jan 29, 2021

Dec 10, 2024

DAVIS, JAMES, O'NEILL

EXECUTIVE CHAIRMAN

yes

10/2024

Dec 10, 2024

DONALD J EDWARDS REVOCABLE TRUST

LIMITED PARTNER

yes

02/2024

Dec 10, 2024

EDWARDS, DONALD, JOSEPH

SOLE MEMBER

yes

03/2022

Dec 10, 2024

EDWARDS, DONALD, JOSEPH

Trustee

yes

06/2000

Dec 10, 2024

FITZGERALD, SANDRA

CHIEF FINANCIAL OFFICER

yes

01/2021

Mar 28, 2024

Dec 10, 2024

FLEXPOINT FUND V-A, L.P.

SOLE MEMBER

yes

05/2024

Mar 28, 2024

Dec 10, 2024

FLEXPOINT MANAGEMENT V, L.P.

GENERAL PARTNER

yes

03/2022

Dec 10, 2024

FLEXPOINT ULTIMATE MANAGEMENT V, LLC

GENERAL PARTNER

yes

03/2022

Dec 10, 2024

PINNACLE EQUITYCO, LLC

SOLE MEMBER

yes

10/2024

Mar 28, 2024

Dec 10, 2024

PINNACLE FF AGGREGATOR, LLC

Member

yes

10/2024

Dec 10, 2024

PINNACLE INTERMEDIATECO, LLC

SOLE MEMBER

yes

10/2024

Dec 10, 2024

PINNACLE PURCHASER, LLC

Member

yes

10/2024

Dec 10, 2024

PMA PARENT HOLDINGS, LLC

SOLE MEMBER

yes

10/2024

Dec 10, 2024

PMA-PTA HOLDINGS, LLC

SOLE MEMBER

yes

10/2023

Dec 10, 2024

STARR, MATTHEW

MANAGING DIRECTOR

yes

03/2023

Mar 28, 2024

Dec 10, 2024

SUGRUE, BRIAN

CHIEF INFORMATION OFFICER

yes

09/2021

Mar 28, 2024

Dec 10, 2024

TA ASSOCAITES CAYMAN, LLC

GENERAL PARTNER

yes

02/2021

Dec 10, 2024

TA ASSOCIATE XIV GP, L.P.

GENERAL PARTNER

yes

10/2023

Dec 10, 2024

TA ASSOCIATES PMA HOLDINGS, LLC

Member

yes

10/2023

Dec 10, 2024

TA ASSOCIATES XIV GP, L.P.

GENERAL PARTNER

yes

02/2021

Dec 10, 2024

TA ASSOCIATES XIV GP, L.P.

GENERAL PARTNER

yes

02/2021

Dec 10, 2024

TA PMA INTERMEDIATE, LLC

SOLE MEMBER

yes

02/2024

Dec 10, 2024

TA PMA PURCHASER, LLC

SOLE MEMBER

yes

10/2023

Dec 10, 2024

TA XIV-A, L.P.

Member

yes

10/2023

Dec 10, 2024

TA XIV-B PMA BLOCKER CORP

LIMITED PARTNER

yes

10/2023

Dec 10, 2024

TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.

Member

yes

10/2023

Dec 10, 2024

TA XIV-B, L.P.

Shareholder

yes

10/2023

Dec 10, 2024

TIGHT, THOMAS, N.

MANAGING DIRECTOR

yes

05/2012

Mar 25, 2013

Dec 10, 2024

WAUD, OTHNEIL, STOCKWELL

CHIEF INVESTMENT OFFICER

yes

02/2018

Mar 28, 2024

Dec 10, 2024

WELSH, JENNIFER, TOMASZ

GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

yes

07/2022

Jul 21, 2022

Dec 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRUDENT MAN ADVISORS, LLC

n/a

Asset manager

$31B

yes

n/a

PMA SECURITIES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

HOPEWELL JUNCTION

United States

Orlando

United States

Pleasanton

United States

Richardson

United States

Chamblee

United States

Naperville

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$104B

$99B

157

n/a

2024

Mar 28, 2025

$94B

$90B

n/a

2023

Mar 28, 2024

$81B

$69B

n/a

2022

Mar 31, 2023

$65B

$61B

n/a

2021

Feb 25, 2022

$51B

$46B

n/a

2020

Mar 24, 2021

$49B

$43B

n/a

2019

Mar 26, 2020

$42B

$36B

n/a

2018

Mar 29, 2019

$33B

$29B

n/a

2017

Mar 29, 2018

$25B

$22B

n/a

2016

Mar 22, 2017

$25B

$22B

n/a

2015

Mar 24, 2016

$14B

$13B

n/a

2014

Mar 27, 2015

$9.3B

$8.8B

n/a

2013

Mar 31, 2014

$7.8B

$7.6B

n/a

2012

Mar 25, 2013

$3.3B

$3.2B

n/a

2011

Feb 6, 2012

$3.3B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$104B

$94B

10.6%

$65B

17.1%

157

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BLX GROUP LLC

Apr 7, 2016

LOS ANGELES, CA

Team lift out

Other

100.0%