Franklin Advisers, Inc. is a financial advisory firm based in San Mateo, California. It currently has approximately $337,797,495,148 of assets under management and employs about 302 people. Franklin Advisers, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.

Fuller & Thaler Asset Management, Inc. is a registered investment adviser specializing in providing specialized investment management services since its establishment in April 1993. The firm focuses on exploiting market inefficiencies drawn from insights from behavioral finance, offering primarily behavioral-based strategies in U.S. equity markets. FullerThaler tailors its investment strategies to meet individual client needs, offering both non-discretionary and discretionary portfolio management services. The firm manages net assets totaling $29,286,315,000 as of December 31, 2024, on a discretionary and non-discretionary basis. FullerThaler's fee structure varies by strategy, with minimum account sizes ranging from $5,000,000 to $10,000,000, and annual management fee rates based on account market value tiers. The firm considers performance-based fees and may waive or reduce fees for certain client accounts. FullerThaler exercises investment discretion primarily on a discretionary basis, with clients granting the firm authority to select securities based on stated investment objectives. The firm follows a trade error policy, provides proxy voting services, and complies with the Global Investment Performance Standards (GIPS®). Clients receive regular investment reports and have access to additional disclosures on brokerage practices, financial information, and other relevant policies and procedures.

Fisher Lynch Capital, LLC is a boutique private equity firm specializing in investments in private equity buyout funds, venture capital funds, and sponsored co-investments. Founded in 2003, the firm is owned by Brett Fisher. Fisher Lynch primarily focuses on primary investments in private investment funds through its Primary Funds program and direct or indirect investments in portfolio companies through its Co-Investment Funds program. The firm tailors its advisory services to each fund's investment objectives and restrictions, offering exposure to diversified portfolios while managing concentration and illiquidity risks. The Fisher Lynch Funds are exclusively offered to accredited investors and/or qualified purchasers, with a minimum investment commitment typically starting at $1 million. Fisher Lynch manages over $8 billion in assets as of September 30, 2024, on a discretionary basis. The firm's fee structure includes advisory fees and performance-based compensation arrangements, with fees varying among different Fisher Lynch Funds. Fisher Lynch does not participate in wrap fee programs and does not receive compensation for the sale of securities. The firm's investment philosophy involves seeking capital appreciation through a diversified portfolio of private investments, with a focus on risk management and aligning investment decisions with the best interests of the Fisher Lynch Funds. Fisher Lynch has a Code of Ethics in place to ensure ethical conduct and a Proxy Voting Policy to vote client securities in the best interest of the funds. The firm has not faced any material legal or disciplinary events in recent years and has a sound financial condition without any bankruptcy petitions.

Sunstone Partners is a financial advisory firm based in San Mateo, California. It currently has approximately $2,109,620,176 of assets under management and employs about 38 people. Sunstone Partners uses a fee structure of a percentage of assets under your management and performance-based fees.

Freedom Financial Asset Management, LLC, established in San Mateo, CA, is a registered investment adviser specializing in discretionary investment management services for pooled investment vehicles. The firm sponsors the Freedom Consumer Credit Fund, LLC, focusing on consumer installment loans and mortgage loans. Freedom Financial serves as the Managing Member and sponsor of the Fund, which is winding up and liquidating its assets. The firm's fee structure includes a Management Fee, Servicing Fee, and Incentive Allocation. Clients must meet the Qualified Purchaser requirements with a minimum capital contribution of $5,000,000 to invest in the Fund. Freedom Financial does not participate in wrap fee programs and has Regulatory Assets Under Management of $115,957,018 as of December 31, 2024. The firm discloses potential risks associated with its investment strategies, including illiquidity, default risk, and subprime risks. Freedom Financial follows a Code of Ethics to ensure client interests come first and has procedures in place to prevent insider trading. The firm reviews client accounts monthly and provides audited annual statements within 120 days of the Fiscal Year End. Additionally, Freedom Financial maintains custody of client assets through a qualified custodian and does not have authority to vote proxies on client securities. As of the latest information available, the firm has no financial commitments impairing its ability to meet client obligations.

Brickley Wealth Management is a financial advisory firm based in San Mateo, CA, established in 2016 as a general partnership and registered as an investment adviser in 2017. The firm specializes in providing comprehensive portfolio management and financial planning services for individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of clients, maintaining open communication, and educating clients about the investment process. The firm offers services such as Comprehensive Portfolio Management, Retirement Plan Consulting, and Referrals to Third Party Money Managers. Clients are required to have a minimum account balance of $1,000,000 for the Comprehensive Portfolio Management service. Investment strategies include cyclical analysis, fundamental analysis, Modern Portfolio Theory, mutual fund and ETF analysis, and asset allocation. Brickley Wealth Management does not charge performance-based fees, and clients have investment discretion over their accounts. The firm does not have custody of client funds, except for specific standing letters of authorization. Clients receive account statements directly from the qualified custodian. The firm does not generally accept the authority to vote proxies for client securities. Brickley Wealth Management has not been involved in any bankruptcy proceedings and does not have financial conditions that impair its ability to meet obligations to clients.

Lateral Investment Management, LLC (LIM) is a growth equity investment adviser founded in 2014, providing discretionary and non-discretionary services to private pooled investment funds. LIM primarily targets short-term credit financing for lower middle-market companies. The firm operates as a single advisory business with Lateral SMA Agent, LLC (LSMA). LIM manages approximately $719 million on a discretionary basis and $128 million on a non-discretionary basis as of December 31, 2024. The firm's investment strategy focuses on growth capital for non-sponsored lower middle-market companies. LIM's clients include family offices, individuals, trusts, and foundations. The firm does not participate in wrap fee programs and does not charge additional management fees for investments in other funds. LIM compensates through management fees and performance-based fees, with specific terms varying by fund. The firm has no disciplinary information to disclose and has custody of client funds through its relationship with the Funds. LIM has adopted a Code of Ethics and proxy voting policies to ensure compliance and best interests of clients. The firm does not engage in cross trades or principal transactions, and brokerage practices are tailored to the specific needs of the Niagara Plus Funds and Panther Plus Funds. LIM does not compensate third parties for client referrals and has no financial conditions impairing its ability to meet commitments.

Vantage Wealth Management, LLC, a Registered Investment Advisor established in February 2007 in California, offers personalized investment advisory services through Financial Planning and Asset Management Services. Financial Planning Services include comprehensive or specific financial advice covering topics like insurance, retirement, college, estate planning, and asset allocation. Asset Management Services provide customized investment programs managed on a discretionary or non-discretionary basis. Vantage utilizes platforms like SEI, AssetMark, Charles Schwab, and First Ascent for managing client portfolios. The firm charges fees based on a percentage of assets under management, with a tiered fee structure ranging from 1.00% to 0.25% based on the account value. The minimum investment amount for asset management services is $1,000,000, with exceptions granted at Vantage's discretion. The firm's advisors, including David Fernelius, Brandy Navarro, John Lee, Tom O’Brien, Bob Stafford, Mitone Griffiths, and Christina Munguia, are all CERTIFIED FINANCIAL PLANNER™ certificants. Vantage operates as a fiduciary, putting clients' interests first, and does not charge performance-based fees. Clients receive account statements at least quarterly from the qualified custodians. Vantage does not vote proxies on behalf of clients and maintains investment discretion for managing client portfolios. The firm's Code of Ethics ensures ethical conduct and compliance with securities laws. Vantage does not receive soft dollar benefits and does not recommend broker-dealers for client transactions. Clients can file complaints with the CFP® Board if they believe an advisor's conduct violates professional standards.

Endurant Capital Management Lp is a financial advisory firm based in San Mateo, California. It currently has approximately $525,245,766 of assets under management and employs about 8 people. Endurant Capital Management Lp uses a fee structure of a percentage of assets under your management and performance based allocations.