← DAVIDSON, JAMES, ALANOwnerTRUSTEE OF DAVIDSON 2004 CHILDREN'S TRUST, ownership code F, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← DAVIDSON, JAMES, ALANOwnerTRUSTEE OF DAVIDSON LIVING TRUST, ownership code F, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← GARDNER, TANA, MARIEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 17, 2023 to Nov 1, 2024factForm ADV
← O'DONNELL, LEONARD, JEFFREYOwnerSOLE MEMBER, ownership code E, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← O'DONNELL, LEONARD, JEFFREYOwnerCEO AND BOARD MEMBER AFFINIUS CAPITAL LLC, ownership code NA, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← DONNELLY, RACHEL, ANNOwnerCHIEF COMPLIANCE OFFICER, ASSISTANT GENERAL COUNSEL, ownership code NA, individual
Nov 22, 2023 to Nov 1, 2024factForm ADV
← WOLFF, FRITZ, HEATHOwnerMEMBER, ownership code D, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← BOYD, MICHAEL, ALANOwnerCHIEF LEGAL OFFICER, GENERAL COUNSEL, AND EXECUTIVE MANAGING DIRECTOR, ownership code NA, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← MCLAUGHLIN, PETER, MARKOwnerCO-CHIEF OPERATING OFFICER, EXECUTIVE MANAGING DIRECTOR OF ASSET MANAGEMENT, PROPERTY OPERATIONS AND TREASURY, ownership code NA, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← PETERSON, BRUCE, CRAIGOwnerCO-CHIEF OPERATING OFFICER, EXECUTIVE MANAGING DIRECTOR OF INVESTMENTS, ownership code NA, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← MOTAMEDIAN, BAHRAM, NMNOwnerCHIEF STRATEGY OFFICER, EXECUTIVE MANAGING DIRECTOR OF PORTFOLIO MANAGEMENT, ownership code NA, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← WOLFF, KATHERINE, ELIZABETHOwnerMEMBER, ownership code D, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← DAVIDSON, JULIA, LOEWYOwnerTRUSTEE OF DAVIDSON 2004 CHILDREN'S TRUST, ownership code F, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← DAVIDSON, JULIA, LOEWYOwnerTRUSTEE OF DAVIDSON LIVING TRUST, ownership code F, individual
Sep 22, 2021 to Nov 1, 2024factForm ADV
← AFFINIUS CAPITAL LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Mar 31, 2023 to Nov 1, 2024factForm ADV
← AFFINIUS HOLDINGS LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Mar 31, 2023 to Nov 1, 2024factForm ADV
← DAVIDSON 2004 CHILDREN'S TRUSTOwnerMEMBER, ownership code D, domestic entity
Sep 22, 2021 to Nov 1, 2024factForm ADV
← DAVIDSON LIVING TRUSTOwnerMEMBER, ownership code D, domestic entity
Sep 22, 2021 to Nov 1, 2024factForm ADV
← FK INVESTMENT HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 22, 2021 to Nov 1, 2024factForm ADV
← FWRE HOLDINGS, LLCOwnerMEMBER, ownership code C, domestic entity
Sep 22, 2021 to Nov 1, 2024factForm ADV
← JDRE HOLDINGS, LLCOwnerMEMBER, ownership code C, domestic entity
Sep 22, 2021 to Nov 1, 2024factForm ADV
← JFLC, LLCOwnerMEMBER, ownership code D, domestic entity
Sep 22, 2021 to Nov 1, 2024factForm ADV
← NBT CAPITAL, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Sep 22, 2021 to Nov 1, 2024factForm ADV
← TKT HOLDINGS, LLCOwnerMEMBER, ownership code C, domestic entity
Sep 22, 2021 to Nov 1, 2024factForm ADV
← TKT INVESTMENTS, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Sep 22, 2021 to Nov 1, 2024factForm ADV