same identity by shared identifier, citation, or a bridge measured by hand

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

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

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

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

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

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

derived from consecutive annual filings; RAUM as reported