GYL Financial Synergies, LLC, based in West Hartford, Connecticut, is a registered investment adviser specializing in offering investment advisory and portfolio management services through its GYL Program. Established in 2016, the firm primarily allocates client assets among various investment options, including mutual funds, ETFs, stocks, bonds, and independent investment managers. Clients are charged annualized fees based on a percentage of their portfolio value, up to 1.20%. GYL also offers services on an unwrapped basis, with separate charges for portfolio management and execution. The firm has a business arrangement with SCS Capital Management LLC, allowing clients to invest in certain private investment vehicles managed by SCS. GYL discloses potential conflicts of interest, such as soft dollar arrangements and benefits received from Fidelity and Schwab. The firm's investment strategies include long-term approaches based on Modern Portfolio Theory, actively managed strategies like the Yield Enhanced Strategy and Focus Strategy, and recommendations for alternative investments. GYL also provides fiduciary and non-fiduciary consulting services, including financial planning and institutional consulting. Clients include individuals, high net worth individuals, institutions, and various plans. GYL emphasizes client communication, account reviews, and compliance with its Code of Ethics. For additional services like aging life care and family office services, the firm charges separate fees. Clients can access a Chief Compliance Officer for any questions or concerns regarding the firm's practices and disclosures.

Fairview Capital Partners LLC is a registered investment advisor established in 1994, offering advisory services to private funds. The firm, founded by JoAnn H. Price and Laurence C. Morse, specializes in fund-of-funds investment strategies, focusing on venture capital, growth equity, and private equity investments. Fairview has related investment advisors providing similar services to private funds. The firm and its advisors operate as general partnerships, providing discretionary advisory services to limited partnerships, with assets under management totaling $2.6 billion as of March 31, 2025. Investors in the Funds are typically accredited investors, including state pension plans, corporate ERISA plans, foundations, and high net worth individuals. The minimum investment commitment for multiple investor Funds is $5 million, with discretion for adjustment by the Advisor. Fairview charges management fees based on negotiated structures, payable quarterly in advance. The firm does not accept soft dollar benefits and prohibits principal transactions. Investment discretion is granted to the Advisors, who actively monitor and manage the Funds' investments, with a focus on due diligence, portfolio monitoring, and risk management. Fairview emphasizes compliance with its Code of Ethics, ensuring transparency and ethical conduct in client transactions. The firm's accounts are reviewed quarterly, audited annually, and reports are provided to Investors regularly. Fairview exercises voting authority over client securities in a prudent manner, considering the best interests of Investors.

YHB Investment Advisors, Inc. is an independent firm established in December 1989, with owners Paul Martel and Mark Everette actively involved in managing the company. As of December 31, 2022, the firm had approximately $1.6 billion in regulated assets under management. They offer personalized investment advisory services, including education on investment concepts, asset allocation recommendations, and ongoing asset review. YHB also provides financial, administrative, and consulting services tailored to individual needs. For pension consulting, they assist in investment policy guidelines, asset allocation, and investment performance monitoring. Fees for personal asset management are based on a percentage of assets under management, with rates varying based on account size and composition. YHB does not charge performance-based fees and acts as a fiduciary, providing services to individuals, institutions, and retirement plans. The firm does not maintain custody of client assets, except for specific circumstances, and has adopted proxy voting policies. YHB engages in soft dollar arrangements for research benefits and may aggregate trades for efficiency. They have no disciplinary events to disclose and are registered with the SEC. Clients can access detailed information on the firm's practices and services through the SEC's website.

Penwood Real Estate Investment Management, LLC is a registered investment adviser founded in 2003 and registered with the SEC since 2005. The firm specializes in providing discretionary real estate investment advisory services to pooled investment vehicles, focusing on value-added real estate investments in specific geographic areas. Penwood manages six closed-end discretionary limited partnerships and one non-discretionary separate account, with approximately $1.557 billion in regulatory assets under management as of March 27, 2025. For the closed-end partnerships, Penwood charges a base advisory fee based on investor equity commitments and a performance-based fee tied to realized returns. The firm also outlines various fees and expenses that investors may incur, such as taxes, commissions, and operational costs. Penwood emphasizes its disciplined investment process, rigorous due diligence, and risk of loss associated with real estate investments. Clients of Penwood typically invest a minimum of $25 million in limited partnerships, with potential waivers in special circumstances but not below $5 million. The firm exercises investment discretion within defined parameters, with oversight from investment committees. Penwood does not engage in principal transactions, cross transactions, or receive compensation for client referrals. The firm maintains custody of client assets through qualified custodians and provides regular reports and financial statements to investors. Penwood's investment philosophy and strategies are detailed in private placement memoranda, emphasizing the illiquid nature and risks associated with real estate investments.

Wealthspire Advisors, formerly known as Private Capital Group, LLC, is an SEC-registered investment advisory firm that has been providing services since 2003. It is a subsidiary of NFP Corp. The firm offers Private Wealth Management Services, Financial Planning Services, Endowment Consulting Services, and Retirement Plan Consulting Services. Wealthspire creates or selects portfolios for clients based on various criteria and conducts annual reviews. Clients have access to independent institutional investment managers and services. The firm may recommend insurance products through licensed insurance agents who may earn commissions, presenting a conflict of interest. Wealthspire does not accept performance-based fees or engage in side-by-side management. Clients can impose reasonable restrictions on investing, subject to certain limitations. The firm charges advisory fees based on a percentage of assets under management or a tiered schedule. Wealthspire generally recommends Fidelity and Schwab for custodial services. The firm does not vote proxies on behalf of clients and does not handle class action settlements. Clients can contact the Chief Compliance Officer for complaints or privacy policy inquiries. For further details, clients can contact Wealthspire Advisors directly.

Fierston Financial Group, Inc. is a registered investment adviser established in 1989, based in West Hartford, CT. The firm specializes in managing client portfolios primarily consisting of no-load mutual funds, with $718,292,259 in regulatory assets under management as of December 31, 2022. Fierston provides continuous advice based on individual client goals and circumstances, offering discretionary portfolio management services. Clients can impose restrictions on advisory services and retain ownership of securities. The firm may also provide financial planning and consulting services separately. Fees for portfolio management services are tiered at 1.00% per year for assets up to $1,000,000 and 0.75% for assets above, charged quarterly. Minimum initial investment is $1,000,000, negotiable under certain circumstances. Fierston does not charge performance-based fees and acts as a fiduciary. The firm's investment strategies are rooted in Modern Portfolio Theory, focusing on diversified portfolios and long-term investment. Clients include individuals, high net worth individuals, pension plans, trusts, and corporations. Fierston does not engage in directed brokerage and provides quarterly account reviews. Clients may delegate proxy voting authority to Fierston. For any questions, clients can contact Seth B. Fierston, the Chief Compliance Officer.

Mullaney, Keating and Wright, Inc. is an SEC-registered investment adviser established in 1994, located in West Hartford, Connecticut. The firm offers investment supervisory services and individual portfolio management, providing continuous advice tailored to each client's needs. Clients' investment accounts are managed on a discretionary or non-discretionary basis, guided by their objectives and risk tolerance. The firm also offers financial planning services, evaluating clients' financial state to predict future cash flows and asset values. Investment strategies include long-term purchases and option writing. Fees for investment supervisory services range from 0.80% to 0.30% based on assets under management, with a minimum requirement of $1,000,000. Financial planning fees range from $1,500 to $3,500. The firm may pay referral fees to solicitors and does not charge performance-based fees. Clients receive quarterly reports and account statements. Mullaney, Keating and Wright, Inc. does not have custody of client accounts and provides investment discretion, voting proxies in clients' best interests. The firm has no reportable disciplinary events and no financial conditions impairing its obligations.

The Constitution Fund V, LLC, established in December 31, 2023, operates various series (A-F) with distinct balance sheets. The firm primarily invests in venture capital limited partnerships, portfolio companies, and marketable securities. Series A holds investments valued at $210,999,025, while Series B and C have assets worth $19,242,479 and $11,817,545, respectively. Series D and E manage assets totaling $45,614,956 and $12,842,334. Series F focuses on venture capital limited partnerships valued at $2,487,491. The firm's investment strategy involves managing members and state members contributing to the members' equity. Clients have varying levels of control over their investments based on the series they are involved in. The firm acts as a fiduciary, prioritizing clients' best interests. The minimum initial investment or account size, fee structure, and specific terms for consumers are not explicitly stated in the brochure. The firm's investment philosophy centers on venture capital partnerships and marketable securities, aiming to generate returns for its members.