Aequim Alternative Investments LP, established in January 2018 and registered with the SEC in April 2018, offers investment advisory services to domestic and offshore pooled investment vehicles and separately managed accounts. Clients, including accredited investors and qualified purchasers, benefit from the firm's discretionary investment management. Aequim pursues market-neutral returns through arbitrage strategies in convertible, credit, volatility, and special situations. The firm invests in various securities, derivatives, and fixed income instruments, with a focus on risk management and market neutrality. Clients may invest in high yield securities, convertible securities, and loans, subject to the firm's risk parameters and investment objectives. Aequim's fee structure varies by client type and investment vehicle. For example, the Aequim Arbitrage Master Fund LP offers different fee classes, including management fees and performance fees subject to reduction for losses. The firm's compensation arrangements are detailed in each fund's governing documents. Aequim does not participate in wrap fee programs and manages regulatory assets of $4.8 billion on a discretionary basis as of December 31, 2024. The firm emphasizes transparency, ethical conduct, and compliance with regulatory requirements, as outlined in its Code of Ethics and proxy voting guidelines. Aequim provides regular client reporting, including monthly performance reports and audited financial statements. Clients have access to detailed information on the firm's brokerage practices, custody arrangements, and investment discretion.

Private Wealth Partners, LLC is an SEC-registered investment adviser established in 2005, located in Mill Valley, CA. The firm offers investment supervisory services, financial planning services, and retirement plan rollovers. They manage over $1.9 billion in assets on a discretionary basis. The minimum initial investment for portfolio management services is $1,000,000, with fees ranging from 0.75% to 1.00% annually, negotiable based on client circumstances. The firm acts as a fiduciary, putting clients' interests first. Investment strategies include long-term purchases, short-term purchases, and trading, with a focus on asset allocation and diversification. Private Wealth Partners uses Charles Schwab & Co as a custodian, providing clients with access to a range of investment products and services. The firm votes proxies on behalf of clients unless instructed otherwise. They have no reportable disciplinary events and do not maintain custody of client assets. Clients receive quarterly investment appraisals and reports. The firm has policies and procedures in place to address conflicts of interest and ensure fair allocation of investment opportunities among clients.

Cai Manager Lp is a financial advisory firm based in Mill Valley, California. It currently has approximately $1,176,301,130 of assets under management and employs about 9 people. Cai Manager Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Waypoint Wealth Partners, established in 2004 and registered with the SEC in 2008, offers investment management services on a fee-only basis. The firm's services include asset allocation, investment selection, and ongoing account monitoring on a fully discretionary basis. They may recommend sub-advisers for certain client assets, with fees paid directly to the sub-adviser. Wealth management services cover various financial aspects, but exclude tax preparation and legal document services. WWP primarily uses mutual funds, ETFs, and REITs, with individual securities considered based on client objectives and risk tolerance. The firm manages accounts based on a long-term investment philosophy and globally diversified approach. Fees are based on total assets under management, with a fee range from 1% to 0.25% annually and a typical minimum quarterly fee of $2,500. WWP does not charge performance-based fees and serves individuals, high net worth individuals, and institutions. The firm exercises investment discretion, with ongoing client communication and account reviews. WWP does not vote client securities and has a privacy policy in place to protect clients' personal information. For more information, clients can contact Courtney Hutchinson at (877) 768-4802.

Relevant Wealth Advisors, LLC is a registered investment adviser based in Mill Valley, California, established in 1962 and registered with the SEC since 1999. The firm specializes in providing portfolio management and wealth management services to individuals and institutions. The principal owner, Bruce Jon Raabe, is a Chartered Financial Analyst and serves as the President, Chief Investment Officer, Chief Financial Officer, and Chief Compliance Officer. Clients of Relevant Wealth Advisors can benefit from personalized investment policies, portfolio management, and wealth management services tailored to their financial needs and objectives. The firm offers a wrap-fee program where clients pay a single, all-inclusive fee based on assets under management. The advisory fees for clients not in the wrap-fee program range from 0.5% to 1.5% of assets under management, with a minimum requirement of $10,000,000. Relevant Wealth Advisors follows a long-term investment strategy rooted in modern portfolio theory, focusing on asset allocation decisions rather than market timing or stock picking. The firm offers advice on various securities, including equities, corporate debt securities, municipal securities, and ETFs. Clients have the option to impose restrictions on their investments upon request. The firm does not charge performance-based fees and provides discretionary advisory services, allowing Relevant Wealth Advisors to make investment decisions on behalf of clients within agreed-upon guidelines. Clients generally receive quarterly reports and have the option to direct Relevant Wealth Advisors to use a specific broker for transactions. The firm also discloses its brokerage practices, including its relationship with Charles Schwab & Co., Inc., as a custodian and broker for client assets.

Gordian Wealth Advisors, LLC is a financial advisory firm based in Mill Valley, California. It currently has approximately $270,852,482 of assets under management and employs about 5 people. Gordian Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees, commissions and performance-based fees.

Cambrian Asset Management, Inc. is an investment management firm founded on October 20, 2017, with its principal place of business in Mill Valley, California. The firm specializes in providing advisory services to privately offered pooled investment vehicles, including Cambrian Systematic Strategies LP, Cambrian Core Blockchain Fund LP, and Cambrian Systematic Strategies Ltd. The firm's investment strategy focuses on digital assets, cryptocurrencies, and blockchain-based assets. Cambrian manages approximately $171,379,985 in regulatory assets under management on a discretionary basis as of December 31, 2024. Clients are charged management fees based on a percentage of their capital account balance. Performance-based fees are also charged, with different rates for different types of investor interests. The firm operates on a discretionary basis, providing tailored advisory services based on clients' individual needs and investment objectives. Cambrian has implemented a Code of Ethics to ensure ethical conduct and prevent conflicts of interest. The firm conducts regular reviews of client portfolios and provides detailed communications to clients regarding portfolio updates. Client assets are held in custody by unaffiliated exchanges or banks, with the firm having access to client accounts due to its role as a general partner. Investment advisory services are provided on a discretionary basis, and the firm abstains from voting client securities if it does not create additional value. Cambrian has not been involved in any legal or disciplinary events in the past 10 years.

Norwood Investment Partners, Lp is a financial advisory firm based in Mill Valley, California. It currently has approximately $184,623,514 of assets under management and employs about 3 people. Norwood Investment Partners, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Lumina Financial Consultants, LLC is a financial advisory firm established in 2012, based in Mill Valley, California. The firm offers financial planning services covering areas such as cash flow analysis, retirement planning, estate planning, and risk management. They also provide portfolio management services with a focus on asset allocation and investment strategies based on Modern Portfolio Theory. For financial planning services, clients can expect hourly or project-based fees ranging from $150 to $350 per hour. Portfolio management services are charged an annualized asset-based fee, starting at 1.00% for assets between $1,500,000 and $3,000,000. Lumina Financial Consultants, LLC acts as a fiduciary, ensuring that client interests are prioritized. Clients have the option to engage the firm on a discretionary basis, allowing Lumina to make investment decisions without prior client approval. The firm does not engage in performance-based fees or side-by-side management. Lumina Financial Consultants, LLC does not hold client assets directly, instead using qualified custodians like Charles Schwab & Co., Inc. for account maintenance. The firm conducts periodic reviews of client accounts, with financial planning clients recommended to have annual check-ups. Lumina Financial Consultants, LLC does not vote proxies on behalf of clients and does not provide guidance on proxy voting. The firm's financial information is sound, with no financial conditions likely to impair its ability to meet client commitments. Lumina Financial Consultants, LLC does not have a bankruptcy history and does not serve as a general partner for partnerships or trustee for trusts involving advisory clients.