Transamerica Asset Management, Inc. is a financial advisory firm based in Denver, Colorado. It currently has approximately $62,385,553,660 of assets under management and employs about 59 people. Transamerica Asset Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.

1888 Investments, LLC is an investment adviser registered with the SEC since 2020, providing discretionary investment management services to high-net-worth individuals, family offices, trusts, charitable organizations, and corporate entities. The firm also manages privately offered investment vehicles. Clients invest in a variety of funds managed by third-party or affiliated managers, pursuing strategies such as a portable alpha strategy and investing in hedge funds, private equity, real estate, and cryptocurrency. The firm does not participate in wrap fee programs and had approximately $5.8 billion in discretionary regulatory assets under management as of December 31, 2024. Fees are detailed in Advisory Agreements and Fund Governing Documents, including incentive fees based on fund performance. 1888's investment strategies involve a mix of quantitative and qualitative analysis, focusing on people, security selection, and risk management. The firm discloses potential risks associated with its strategies, including leverage, short selling, fixed-income investments, derivatives, and investments in emerging fund managers. 1888 has a Code of Ethics for personal securities transactions and complies with regulatory requirements for custody, investment discretion, and proxy voting. The firm discloses affiliations with Koch, Inc. and its affiliates, with policies in place to mitigate potential conflicts of interest. No disciplinary events involving the firm or its employees have occurred in the past 10 years.

Revelstoke Capital Partners is a financial advisory firm based in Denver, Colorado. It currently has approximately $5,519,594,815 of assets under management and employs about 44 people. Revelstoke Capital Partners uses a fee structure of a percentage of assets under your management, performance-based fees and see schedule d - miscellaneous.

Shelton Capital Management is a financial advisory firm based in Denver, Colorado. It currently has approximately $3,473,342,216 of assets under management and employs about 38 people. Shelton Capital Management uses a fee structure of and a percentage of assets under your management.

Bayswater Management Company Lp is a financial advisory firm based in Denver, Colorado. It currently has approximately $2,478,270,494 of assets under management and employs about 25 people. Bayswater Management Company Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

BOK Financial Private Wealth, Inc. is a registered investment adviser offering investment management and supervisory services, as well as financial planning through its affiliate BOKF, NA. Founded in 1996 as The Milestone Group, Inc., it was acquired by BOK Financial Corporation in 2012. The firm primarily manages advisory accounts on a discretionary basis, tailoring services to individual client needs. The minimum recommended account size is $2.5 million, with discretion to accept lower amounts on a case-by-case basis. As of December 31, 2024, the firm managed over $3 billion in assets. Services include wealth advisory, financial planning, and specialized investment management. The firm's investment strategies are guided by client objectives and risk tolerance, with a focus on diversification and asset allocation. The firm does not charge performance fees and acts as a fiduciary for clients. Clients may request proxy voting services, and the firm engages a third party for proxy voting decisions. Clients are responsible for voting proxies unless they delegate this responsibility. The firm does not foresee any financial issues that would impact client commitments. For further details, clients can contact the Chief Compliance Officer, Mark Marrone.

Marsico Capital Management, LLC is a financial advisory firm based in Denver, Colorado. It currently has approximately $2,432,969,986 of assets under management and employs about 27 people. Marsico Capital Management, LLC uses a fee structure of and a percentage of assets under your management.

Cambiar Investors, LLC is a financial advisory firm based in Denver, Colorado. It currently has approximately $2,047,157,918 of assets under management and employs about 42 people. Cambiar Investors, LLC uses a fee structure of and a percentage of assets under your management.

Paralel Advisors LLC is a financial advisory firm based in Denver, Colorado. It currently has approximately $1,809,594,747 of assets under management and employs about 6 people. Paralel Advisors LLC uses a fee structure of and a percentage of assets under your management.