Pathway Capital Management, Lp is a financial advisory firm based in Irvine, California. It currently has approximately $63,982,979,356 of assets under management and employs about 233 people. Pathway Capital Management, Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

FPA Real Estate Advisers Group, LLC is a vertically integrated real estate investment organization specializing in acquisitions, dispositions, finance, property management, and construction/renovation. Established in March 2017, the firm provides discretionary investment advisory services exclusively to privately offered pooled investment vehicles, particularly Real Estate Investment Trusts (REITs). As of December 31, 2024, the firm had gross assets under management of $7,688,525,310. Clients invest in privately offered pooled vehicles, with investments primarily focused on multifamily real estate suitable for blue-collar renters in target markets across the U.S. The firm charges Fund Management Fees based on total capital commitments and net operating income, with affiliates earning performance-based compensation. FPA REAG's investment strategy aims to make profitable direct and indirect investments in multifamily real estate, with risks associated with competition, acquisition outcomes, leverage, and economic factors disclosed in offering documents. The firm exercises investment discretion in managing assets, with a focus on aligning interests with investors. FPA REAG has no disciplinary history and provides custody and investment discretion services to clients.

First Foundation Advisors is a financial advisory firm based in Irvine, California. It currently has approximately $4,894,670,423 of assets under management and employs about 69 people. First Foundation Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.

Index Fund Advisors, Inc. is a financial advisory firm based in Irvine, California. It currently has approximately $4,353,562,326 of assets under management and employs about 50 people. Index Fund Advisors, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.

Avanath Capital Management, LLC is a real estate investment manager specializing in affordable/workforce multifamily properties developed under programs like the Low Income Housing Tax Credit. Founded in 2008, the firm is owned by industry professionals with a focus on affordable housing. Avanath manages assets of approximately $3.6 billion on a discretionary basis. The firm provides investment advisory services to twelve clients, including closed-end funds and co-investment vehicles. Avanath's investment strategies are tailored to meet clients' objectives, with the authority to buy and sell investments without client consultation. The firm charges management fees based on capital commitments, with incentive allocations described in offering documents. Avanath's investment focus includes high-quality multifamily communities in coastal markets. The firm evaluates opportunities based on investment goals, market conditions, risk assessment, and value-adding potential. Risks include market fluctuations, competition, and investment concentration. Avanath has a Code of Ethics to ensure fair practices and a fiduciary duty to act in clients' best interests. The firm has custody of clients' funds through qualified custodians and exercises discretionary authority over investment decisions. Avanath does not engage in brokerage practices for real estate transactions and does not hold publicly-traded securities with voting rights. The firm has no financial conditions impairing its ability to meet client commitments.

Rimrock Capital Management LLC is a financial advisory firm based in Irvine, California. It currently has approximately $3,636,789,453 of assets under management and employs about 33 people. Rimrock Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Private Management Group, Inc. is an investment advisor firm established in 1986, with Dennis Reiland and Robert Summers serving as Co-Presidents and Portfolio Managers. The firm's Chief Financial Officer and Chief Compliance Officer is John Luciano. PMG provides investment supervisory services, managing portfolios based on client risk and return objectives. The firm has $3.5 billion in assets under supervision as of December 2022. PMG aims to develop long-term relationships with clients and manage their capital professionally while taking commensurate risks. The firm constructs individual portfolios based on client input, emphasizing absolute returns compared to a risk-free benchmark plus a required return. PMG uses three main benchmarks: Growth-Accumulation, Balanced-Accumulation, and Balanced-Cash Flow. The firm's investment philosophy focuses on fundamental analysis and may include various investment types beyond traditional stocks and bonds. PMG charges fees based on assets under management, with a tiered fee structure. The firm may receive soft dollar benefits from broker/dealers for research services. PMG has discretion over client accounts, including voting client securities. The firm's team members hold various educational backgrounds and professional designations, such as the CFA. There are no disciplinary events or material conflicts of interest disclosed for any team member. Supervision is provided by the Co-Presidents and the Chief Compliance Officer. Clients are encouraged to compare custodial statements with PMG reports for accuracy. The firm may compensate promoters for client referrals and provide additional compensation for eligible referrals or profit participation plans for employees. For more information, clients can contact John Luciano, the Chief Compliance Officer.

Sabal Investment Advisors, LLC is a financial advisory firm based in Irvine, California. It currently has approximately $2,482,553,810 of assets under management and employs about 16 people. Sabal Investment Advisors, LLC uses a fee structure of a percentage of assets under your management and carried interest payable to the gps.

Alpha Cubed Investments, LLC, established in 2011 in California, is a financial advisor firm with Todd Walsh as the majority owner. The firm manages over $3 billion in assets, with a focus on providing investment advisory services. Services offered include asset management, financial planning, and consulting. The firm emphasizes continuous account supervision and offers individualized investment advice tailored to clients' needs. Clients can have discretionary or non-discretionary portfolios, with options for placing reasonable restrictions on investments. Investment strategies include long-term and short-term purchases, trading, short sales, margin transactions, and option strategies. Fees are based on assets under management, not exceeding 1.50% annually, and are billed quarterly. The firm acts as a fiduciary, committed to acting in the best interests of clients. Clients have the option to direct brokerage, but the firm recommends using Fidelity or Schwab. The firm participates in prime brokerage services and may execute concurrent trades for multiple accounts. Clients receive account statements directly from custodians and have the option to grant investment discretion. The firm does not accept proxy-voting responsibility for clients. Alpha Cubed Investments does not require prepayment exceeding $1,200 or have a history of bankruptcy.