Ieq Capital, LLC is a financial advisory firm based in Foster City, California. It currently has approximately $17,720,304,270 of assets under management and employs about 120 people. Ieq Capital, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Bailard, Inc. is a financial advisory firm based in Foster City, California. It currently has approximately $5,281,083,342 of assets under management and employs about 70 people. Bailard, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Bertram Capital Management LLC is a financial advisory firm based in Foster City, California. It currently has approximately $1,970,303,944 of assets under management and employs about 36 people. Bertram Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Summitry, LLC is a registered investment advisor specializing in financial planning and portfolio management services. Established in December 2003 and acquired by Aspen Standard Group, LLC in November 2024, Summitry offers tailored relationships to clients, including estate planning services and educational seminars. The firm provides various model platforms and manages client assets totaling $2.8 billion on a discretionary basis. Summitry's fee structure includes a sliding scale based on assets under management, with a minimum annual fee of $5,000 for ongoing asset management services. The firm acts as the investment adviser to the Summitry Equity Fund and provides manager selection services for private placements. Investment decisions are based on rigorous analysis by the Research team, focusing on risk and potential returns in the securities markets. Summitry has discretionary authority for trading and voting client securities, with a commitment to best execution and proxy voting in clients' best interests. The firm maintains a Code of Ethics, participates in the Schwab Advisor Network, and has a robust Business Continuation plan in place. Clients have the option to opt-out of information sharing with third parties. Summitry prioritizes client confidentiality and security, ensuring compliance with federal and state securities regulations.

American Infrastructure Partners, LLC, established in 2018, specializes in infrastructure-focused investments, primarily in private infrastructure and real property-based assets. The firm offers discretionary investment advice to private investment vehicles and separately managed accounts for institutional clients. The investment strategy aims to generate attractive current yield and long-term capital appreciation. The firm's advisory services include evaluating investment opportunities, structuring and negotiating investments, managing and monitoring performance, and disposing of investments. American Infrastructure Partners manages approximately $1.7 billion in assets as of December 31, 2024. The firm charges management fees based on the Fund's capital commitments and contributions, with additional performance-based compensation for GPs. The firm may receive fees from portfolio companies for financial advisory services, potentially creating conflicts of interest. American Infrastructure Partners exercises investment discretion and has authority to vote on client securities. The firm follows strict code of ethics, custody, and proxy voting procedures to ensure compliance and transparency. Clients do not have the ability to impose limitations on investment discretion or direct proxy votes. The firm's financial information indicates a stable financial condition. For more details, clients can contact the Chief Compliance Officer at 650-854-6000.

Nipun Capital, L.P. is a registered investment adviser with the SEC since 2013, managing approximately $1,875,603,609 in regulatory assets as of February 28, 2025. Founded in September 2011, the firm specializes in serving as the investment adviser to clients and investment funds, primarily investing in equity and equity-related securities in Asian and emerging markets. Nipun may also engage in various investment transactions deemed appropriate under client agreements. The firm charges management fees ranging from 1% to 2% annually for Fund Clients, with performance-based fees of 10%-20% of net profits. For separately managed accounts (SMA), clients are charged up to 2% annually and may incur performance fees of up to 40%. Nipun practices side-by-side management, treating all clients fairly and acting in their best interests as a fiduciary. Clients include high net worth individuals, institutions, trusts, and pension plans, with a minimum investment requirement of $5,000,000 for fund investors, which may be waived at the firm's discretion. Nipun has discretionary authority over client accounts, with the Chief Compliance Officer reviewing accounts monthly. The firm may receive soft dollar benefits from brokerage relationships, and clients have the option to choose their custodians for separately managed accounts. Nipun's privacy policy ensures the protection of clients' non-public personal information.

American Infrastructure Funds, LLC is a financial advisory firm based in Foster City, California. It currently has approximately $313,159,219 of assets under management and employs about 10 people. American Infrastructure Funds, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.