Cetera Advisor Networks LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $37,964,656,059 of assets under management and employs about 2881 people. Cetera Advisor Networks LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.

Granite Investment Partners, LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $2,627,340,127 of assets under management and employs about 22 people. Granite Investment Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Halseypoint Asset Management is a financial advisory firm based in El Segundo, California. It currently has approximately $2,593,672,656 of assets under management and employs about 12 people. Halseypoint Asset Management uses a fee structure of a percentage of assets under your management and performance-based fees.

Im Global Partner Fund Management LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $2,572,587,044 of assets under management and employs about 30 people. Im Global Partner Fund Management LLC uses a fee structure of and a percentage of assets under your management.

Pacific Income Advisers, Inc. is an independent, employee-owned investment advisory firm established in 1986. The firm specializes in fixed income and equities, managing approximately $1,831,014,000 in regulatory assets under management. Principal owners include Lloyd McAdams and Heather U. Baines. PIA offers fixed income and equity strategies through institutional separately managed accounts, retail wrap-fee programs, mutual funds, and model delivery programs. Clients are advised to open institutional accounts at a minimum of $1 million and wrap-fee accounts at $70,000. PIA charges annual advisory fees based on total assets under management, with fees negotiable for institutional accounts. The firm does not engage in performance-based fees. PIA's investment strategies include active management, adjustable rate securities, asset-backed securities, and more. The firm follows a Code of Ethics and has a proxy voting policy. PIA does not have disciplinary information to report and has not been involved in bankruptcy proceedings. Clients' assets are held by custodians, and PIA has limited power of attorney for trading. The firm does not have a soft dollar arrangement and does not direct brokerage for research services. PIA provides regular account reviews and voting of client securities' proxies.

Thorofare, LLC, an SEC registered investment adviser, was established in June 2010 and is owned by Callodine Group, LLC. The firm specializes in managing real estate loan portfolios for the Thorofare Funds, providing investors with a real estate lending investment vehicle. Thorofare advises $1,293,925,371 in discretionary regulatory assets under management across its two Funds as of December 31, 2024. The firm receives management fees and administrative interest as compensation, with additional compensation from affiliate loan origination activities. Investors in the Funds are subject to performance participation or carried interest based on specified thresholds. Thorofare's investment strategy focuses on real estate transactions with strong borrower equity positions and aims to create a portfolio of loans with attractive loan-to-value ratios. The firm discloses potential risks, including borrower risk, market volatility, and lack of diversification. Thorofare has a Code of Ethics, addressing conflicts of interest, insider trading, and personal trading policies. The firm has custody of client assets and exercises discretionary authority over managed assets. Thorofare does not engage in traditional brokerage relationships and does not anticipate voting on client securities. The firm does not have any material changes or disciplinary information to disclose.

Validus Capital LLC, established in February 2022 and registered as an investment advisor in April 2022, offers wealth management services to high net worth individuals, families, trusts, and businesses. Acting as a fiduciary, Validus Capital provides investment management, financial planning, legacy planning, and family office services. The firm's investment approach is primarily long-term focused, utilizing fundamental and quantitative analysis methods. Validus Capital may recommend unaffiliated money managers and offers financial planning services on an hourly or fixed fee basis. The firm manages $2.18 billion in assets as of December 31, 2024, with fees ranging from 0.30% to 1.00% annually based on a tiered schedule. Clients may request more current information at any time. Validus Capital does not charge performance-based fees, and all securities transactions are executed through a Custodian selected by the client. The firm does not engage in soft dollar programs and does not receive compensation for securities transactions. Validus Capital has implemented a Code of Ethics and does not have any disciplinary events. The firm does not receive compensation from third parties for client referrals and does not engage paid solicitors. Clients are required to engage a qualified custodian for their assets, and Validus Capital does not accept proxy-voting responsibility for client securities.

Transom Capital Group is a financial advisory firm based in El Segundo, California. It currently has approximately $961,470,771 of assets under management and employs about 17 people. Transom Capital Group uses a fee structure of a percentage of assets under your management and performance-based fees.

Regatta Capital Group, LLC is a financial advisory firm based in El Segundo, California. It currently has approximately $861,957,614 of assets under management and employs about 17 people. Regatta Capital Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.