Platinum Equity Advisors, LLC is a financial advisory firm based in Beverly Hills, California. It currently has approximately $47,642,446,510 of assets under management and employs about 219 people. Platinum Equity Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Levine Leichtman Capital Partners, LLC is a financial advisory firm based in Beverly Hills, California. It currently has approximately $9,328,389,198 of assets under management and employs about 56 people. Levine Leichtman Capital Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Checchi Capital Advisers, LLC is a registered investment adviser specializing in globally diversified portfolio strategies for long-term liquid equity and fixed income investments. Founded in 2007, the firm constructs customized portfolios using proprietary statistical and mathematical models to maximize diversification and tax efficiency while minimizing costs. They primarily invest in fixed income and equity, utilizing exchange-traded funds for diversification. The firm may also appoint sub-advisors to manage client accounts and offers tailored advisory services based on individual client needs. Clients must have a minimum separate account size of $5,000,000, with the option for waivers at the firm's discretion. Fees for separately managed accounts are tiered based on assets under management, with fees payable quarterly in arrears. CCA does not participate in wrap fee programs. As a fiduciary, CCA acts in the best interests of clients and does not accept performance-based fees. Clients have the option to grant CCA discretionary authority for trading, and the firm may vote proxies for client securities when granted discretion. The firm's Supervised Persons have diverse educational backgrounds and business experience, ensuring a comprehensive approach to investment management. No disciplinary events have been reported for CCA or its Supervised Persons.

Joel R. Mogy Investment Counsel Inc. is an investment counseling firm founded in 1976 and located in Beverly Hills, CA. The firm is registered with the U.S. Securities Exchange Commission and has assets under management of $2,058,527,685 as of January 31, 2025. The firm's practice primarily grows through client and professional referrals, with low client turnover historically. Services provided include investment counseling, ongoing personal advice, and discretionary portfolio management tailored to individual client needs. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Fees for investment counseling services are computed quarterly based on the portfolio's value, with an annual fee schedule of 1% on the first $2 million and 1/2 of 1% on amounts above $2 million. The firm may negotiate lower fees under certain circumstances. Clients authorize direct fee debits from their custodian accounts, and fees are prorated for new clients starting mid-quarter. The firm has a minimum relationship requirement of $5 million, with a preferred minimum annual fee of $25,000. The firm may accept relationships below $5 million under certain conditions. The firm's investment philosophy is client-oriented, long-term, fundamentally and portfolio-based, and global in perspective. Investment strategies include long-term purchases, short-term purchases, and asset allocation. The firm primarily uses fundamental analysis and sources investment information from various reputable sources. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients include individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations, with portfolios categorized as taxable and tax-free accounts. The firm's management team includes Joel R. Mogy, President, Brad Stelzer, Vice President, and Daniel Inlender, Vice President, who collectively oversee the firm's operations, investment strategies, and client relationships. The firm's investment team conducts regular reviews of client portfolios and provides ongoing investment advice and management. The firm does not receive client referrals or compensation for referrals and does not engage in soft dollar practices. Clients have the option to direct trades through recommended brokers or custodians, and the firm may aggregate trades for clients when appropriate. The firm does not vote client securities proxies and maintains custody under regulatory guidelines. The firm's investment team, including Joel R. Mogy, Brad Stelzer, and Tom Crecelius, is responsible for ongoing supervision and client account management.

Grant Tani Barash & Altman, LLC is a California-based firm established in 2004, offering business management, consulting, and investment management services to high-net-worth individuals, corporations, trusts, estates, and pension and profit-sharing plans. The firm advises on various investment instruments such as mutual funds, ETFs, equities, bonds, real estate, and more. GTBA provides discretionary and non-discretionary advisory services, including due diligence on third-party managers, asset allocation recommendations, and investment evaluations. The firm's primary service is business management for high-net-worth individuals. GTBA is registered with the SEC and offers services like bookkeeping, tax planning, and financial management for a negotiated fee. Clients may grant limited power of attorney for GTBA to act on their behalf. The firm does not charge separate fees for investment advisory services and does not engage in performance-based fees. GTBA conducts fundamental analysis and implements long-term and short-term investment strategies tailored to each client's objectives and risk tolerance. The firm does not have any disciplinary events to disclose and does not maintain physical custody of client assets. GTBA provides discretionary investment management services for short-term investments and does not vote proxies on behalf of clients. Clients are encouraged to review disclosure documents regarding potential conflicts of interest.

Boulevard Family Wealth is a financial advisory firm based in Beverly Hills, California. It currently has approximately $857,402,225 of assets under management and employs about 4 people. Boulevard Family Wealth uses a fee structure of a percentage of assets under your management and fixed fees.

Monogram Capital Management, L.P. is a registered investment adviser based in Beverly Hills, CA, established in April 2017. The firm specializes in providing advisory services on a discretionary basis to privately offered pooled investment vehicles primarily focused on the retail and consumer sectors in North America. Monogram also manages special purpose vehicles investing in single portfolio companies. The firm's investment strategy includes a data-driven approach, proactive sourcing, brand evangelism, tailored structuring, and value creation. For investors, Monogram typically charges management fees of up to 2.0% per annum of the commitment, with carried interest distributions ranging from 10-25%. The firm manages approximately $1.1 billion in regulatory assets under management as of December 31, 2024. Monogram does not participate in a wrap fee program and does not receive compensation for the sale of securities or investment products. Monogram's investment philosophy involves targeting lower middle-market consumer businesses, but investors should be aware of the risks associated with investments, such as market volatility, economic conditions, and potential conflicts of interest. The firm has a Code of Ethics in place to ensure compliance with ethical standards and a proxy voting policy to act in the best interests of clients. Monogram does not engage in trading transactions on behalf of clients and maintains a focus on providing best execution for all transactions.

Cheviot Value Management, LLC is a financial advisory firm based in Beverly Hills, California. It currently has approximately $676,410,904 of assets under management and employs about 5 people. Cheviot Value Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

AIRE Advisors, LLC is a financial advisory firm based in Beverly Hills, CA, specializing in providing a wide array of investment advisory services to individuals and various types of clients. Established in 2020, the firm is owned by Amir Monsefi and Sharon Nassir. As a fiduciary, AIRE Advisors always acts in the best interest of clients, offering services such as Comprehensive Wealth Management, AIRE ONE Comprehensive Wealth Management, Cash Management, Financial Planning & Consulting, and Retirement Plan Consulting. For Comprehensive Wealth Management, the maximum annual fee for international clients is 1.50%, while for domestic clients in the US, it is 0.95%. The fee schedule is tiered based on assets under management. AIRE Advisors recommends the custodial services of Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. The firm uses various investment strategies, including Asset Allocation, Fixed Income, Options, Real Estate Investment Trusts (REITs), and Structured Products. AIRE Advisors employs Modern Portfolio Theory and Third-Party Money Manager Analysis in formulating investment advice. Clients must provide investment discretion to the firm, which allows AIRE Advisors to execute transactions and manage portfolios. The firm does not accept proxy authority to vote client securities. AIRE Advisors does not have custody of client funds or securities and does not require prepayment exceeding $1,200. The firm has no financial condition impairing its ability to meet obligations and has not been subject to bankruptcy proceedings.