Elliott Investment Management L.p. is a financial advisory firm based in West Palm Beach, Florida. It currently has approximately $93,207,362,818 of assets under management and employs about 535 people. Elliott Investment Management L.p. uses a fee structure of a percentage of assets under your management and performance-based allocations.

Sanders Capital, LLC is a registered investment advisor with the SEC, founded in 2009 by Lewis A. Sanders. The firm specializes in providing discretionary investment management services to institutional clients and pooled vehicles, with assets under management of $100.24 billion as of December 31, 2024. Sanders Capital offers various investment strategies, including US Value Equity Portfolios, Global Value Equity Portfolios, and All Asset Value Portfolios. The firm's investment philosophy is value-driven, focusing on identifying undervalued assets for above-average risk-adjusted returns. For clients interested in Sanders Capital's services, the minimum initial investment for a separate account is $10 million, with negotiable fees for accounts above $225 million. The fee structure varies by strategy, with management fees based on a percentage of assets under management. Sanders Capital may also charge performance fees for certain client portfolios. The firm acts as a fiduciary, placing clients' interests first and providing investment discretion. Clients have the option to impose reasonable restrictions on investing in certain assets, tailored to their specific needs. Additionally, Sanders Capital considers ESG factors in its investment process, aiming to identify sustainable long-term investments. The firm's investment process involves thorough research, valuation, and portfolio construction to maximize risk-adjusted returns. Sanders Capital follows a Code of Ethics, including a Personal Trading Policy, to ensure compliance and transparency. The firm's brokerage practices prioritize best execution for client transactions, and it may aggregate client orders to achieve cost efficiencies. Sanders Capital also provides proxy voting services for clients who authorize the firm to vote on their behalf. The firm's leadership team includes Lewis A. Sanders, John P. Mahedy, and Frank D. Speno, who bring extensive experience and expertise to the firm's operations.

SMArtX Advisory Solutions LLC, also known as SMArtX, is an investment management firm specializing in providing investment management and advisory services through other financial services firms. Established in 2018, SMArtX has assets under management totaling $22.9 billion as of February 15, 2024. The firm offers access to various investment strategies and models through its Platforms, allowing advisors to create and manage unified managed accounts (UMAs). Clients can select models provided by SMArtX, traditional asset managers, hedge funds, or index providers, with each model manager providing content and historical performance data. SMArtX offers an Advisor as a Portfolio Manager (APM) feature, allowing clients to direct a portion of their assets within the UMAs. The firm also provides an extension of its platform services called "SMArtY," offering professionally managed models without a platform fee. Additionally, SMArtX offers investment solutions and market research services, including third-party money manager evaluation. The firm charges fees based on a Platform Fee, Model Fee, and Advisor Fee, with fees typically ranging from 0.05% to 2.00% per annum. SMArtX acts as a sub-advisor to other investment advisors and does not charge performance-based fees. Clients are required to have a minimum of $30,000 to open a UMA, which can be waived in certain cases. The firm does not have any disciplinary actions to disclose and maintains a Code of Ethics to ensure compliance with federal securities laws. SMArtX does not have physical custody of assets and provides daily reconciliation of UMAs. The firm does not vote on client securities and has no financial commitments that impair its ability to meet contractual obligations.

Intech Investment Management LLC, established in June 1987 and registered with the SEC since October 1987, offers institutional investors disciplined, mathematical investment strategies based on Stochastic Portfolio Theory. Dr. E. Robert Fernholz's research forms the basis of their investment approach, focusing on optimizing portfolio returns through rebalancing and diversification. Intech's ownership structure emphasizes employee ownership, with 100% of employees owning Intech Holdings LLC. The firm collaborates with the Texas Permanent School Fund Corporation to develop innovative investment products. Intech manages regulatory assets under management of approximately $13.4 billion on a discretionary basis as of December 31, 2024. For clients, Intech offers flat, tiered, and performance-based fee structures, with fees based on factors like total assets managed, client type, and account size. The firm does not charge separate advisory fees for certain ETF investments sub-advised by Intech. Intech acts as a fiduciary, providing investment discretion to optimize portfolios to meet client objectives. The firm engages in soft dollar arrangements with executing brokers for research services and uses ISS to vote proxies based on client-selected guidelines. Intech maintains robust policies to address conflicts of interest and ensures transparency in its operations. The firm has no disciplinary events to disclose and has sound financial standing without any impairments affecting client commitments.

Prospect Capital Management L.P. is a multi-strategy alternative investment management firm specializing in credit opportunities. Established in 1988, the firm focuses on private debt and equity investments, including various loan types, growth capital, and leveraged buyouts. Led by experienced executives John F. Barry III and M. Grier Eliasek, the firm requires a minimum educational background of an undergraduate degree. The firm serves as an investment adviser to Prospect Capital Corporation and Prospect Floating Rate and Alternative Income Fund, Inc., among others. Investment strategies include lending to private equity-sponsored companies, non-sponsored companies, and various industries like financial services and real estate. Prospect Capital Management charges a base management fee of 2.00% annually and may receive performance-based fees based on the Corporation's net investment income and realized capital gains. The firm exercises investment discretion over client accounts, primarily focusing on middle-market privately-held companies. Additionally, the firm has a comprehensive code of ethics, proxy voting policies, and procedures to ensure fair and equitable treatment of clients. Clients may request information on how proxies are voted on their behalf. Overall, Prospect Capital Management's investment philosophy centers on fundamental and value analysis, emphasizing solid businesses and value-oriented discipline in various market segments.

Rivernorth Capital Management, LLC is a financial advisory firm based in West Palm Beach, Florida. It currently has approximately $5,990,433,827 of assets under management and employs about 18 people. Rivernorth Capital Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Comvest Advisors LLC is a financial advisory firm based in West Palm Beach, Florida. It currently has approximately $4,342,966,736 of assets under management and employs about 95 people. Comvest Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Skye Global Management Lp is a financial advisory firm based in West Palm Beach, Florida. It currently has approximately $3,265,371,579 of assets under management and employs about 8 people. Skye Global Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Comvest Credit Advisors, LLC is a financial advisory firm based in West Palm Beach, Florida. It currently has approximately $3,013,355,733 of assets under management and employs about 95 people. Comvest Credit Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.