New Enterprise Associates is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $25,911,756,571 of assets under management and employs about 132 people. New Enterprise Associates uses a fee structure of a percentage of assets under your management and performance-based fees.

Artemis Real Estate Partners is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $5,462,764,262 of assets under management and employs about 49 people. Artemis Real Estate Partners uses a fee structure of a percentage of assets under your management and performance-based fees.

New Century Advisors, LLC, established in March 2002, specializes in providing discretionary fixed-income and US Small Cap Equity portfolio management services primarily through separate accounts. The firm offers various investment strategies tailored to client needs, such as Short Duration Plus Bond, Core Bond, US TIPS, Global Credit, and US Small Cap Equity Strategy. NCA LLC manages client assets on a discretionary basis, assuming responsibility for day-to-day management and investment decisions. The firm charges management fees based on assets under management, with fee schedules individually negotiated in certain circumstances. Clients can impose investment guideline restrictions, and NCA LLC may invest in various securities, including fixed income securities, equity securities, options, and ETFs. As of 12/31/2023, NCA LLC managed $3,951,461,460 in client assets on a discretionary basis. The firm acts as a fiduciary, putting clients' interests first and following a Code of Ethics. NCA LLC does not receive compensation for client referrals and maintains strict privacy policies to protect client information. Clients can direct brokerage, and the firm votes proxies in the best interests of clients. NCA LLC does not offer custody services and encourages clients to review statements from their custodian. The Compliance Officer, Thomas Hines, is available to address any client questions or concerns. For more information, clients can request a copy of NCA LLC's Code of Ethics, proxy voting policies, and other relevant documents.

FCP Fund Manager, L.P. is a registered investment adviser specializing in private real estate investment funds since 2008. The firm primarily focuses on residential real estate assets, commercial properties, and distressed real estate mortgage and notes. The Adviser tailors its services to each Client's needs, providing advice on acquiring, developing, managing, and disposing of real estate assets. As of December 31, 2024, FCP manages approximately $3.3 billion in discretionary regulatory assets under management. The firm's investment strategy includes disciplined underwriting processes, multiple exit strategies, and a focus on creating value and maximizing cash flow from each investment. FCP charges management fees based on a percentage of committed or invested capital, paid quarterly. The firm does not accept performance-based fees but may receive carried interest distributions. Clients are qualified purchasers and accredited investors, with minimum capital commitments set in the respective fund documents. The Adviser has a Code of Ethics, ensuring compliance with laws and fiduciary obligations. Investment decisions are made by the investment committee of the general partners, with the Principals having voting authority. FCP does not hold publicly traded securities, so proxy voting is not expected. The firm does not have custody of client assets but provides audited financial statements annually. FCP does not solicit prepayment exceeding $1,200 or have financial conditions impairing its ability to meet commitments.

Enlightenment Capital is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $1,209,246,239 of assets under management and employs about 12 people. Enlightenment Capital uses a fee structure of a percentage of assets under your management and performance-based fees.

Alliance Partners LLC is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $628,559,862 of assets under management and employs about 24 people. Alliance Partners LLC uses a fee structure of a percentage of assets under your management and origination fees on principal loan transactions.

Fort, L.p. is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $543,497,449 of assets under management and employs about 13 people. Fort, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.

Augment Infrastructure Managers Advisory LLC is a registered investment adviser established in June 2021, specializing in global private equity infrastructure investments. The firm primarily focuses on control-oriented private investments in sectors such as power, water, telecom infrastructure, and transport, with a collaborative approach to working with portfolio companies. Augment manages $287,009,717 in assets on a discretionary basis as of December 2024. The firm charges a management fee based on a percentage of a Fund investor's contributed capital and may receive performance-based compensation of up to 20% of distributions of investment proceeds. Augment does not engage in soft dollar arrangements, directed brokerage, or receive compensation for client referrals. The firm exercises investment discretion in managing the day-to-day activities of the Funds, adhering to the investment objectives and guidelines set forth in the advisory agreements and Fund's Governing Documents. Augment has not been involved in any legal or disciplinary events, and it upholds high ethical standards through its Code of Ethics, ensuring compliance with laws and regulations. Clients can request more information about the firm's proxy voting policies and procedures upon request. Augment maintains client assets in custody with an unaffiliated qualified custodian and undergoes an annual audit by a registered accounting firm.

Plotkin Financial Advisors, LLC is an SEC-registered investment adviser established in 2003 by Shimshon Plotkin, with Oceanview Consultants, LLC becoming the owner in 2024. The firm offers financial planning, portfolio management, and wealth management services, tailored to individual client needs. Clients are encouraged to participate in annual reviews, and financial plans are reviewed annually to ensure alignment with changing circumstances. The firm provides financial planning services either as part of portfolio management or as a standalone service, with fees for the initial plan at $1,000 and $800 annually for updates. Portfolio management services are customized to each client, utilizing model portfolios and a wrap fee program through Charles Schwab & Co. The firm offers asset management services on a discretionary and nondiscretionary basis, with a focus on equity securities, fixed income securities, and ETFs. PFA does not charge performance-based fees or provide side-by-side management. The firm prefers clients to have a minimum account size of $500,000 and does not vote client securities proxies. PFA does not vote proxies or class action lawsuits on behalf of clients and does not have any financial impairments that would prevent meeting contractual commitments. Clients maintain exclusive responsibility for voting proxies and making elections regarding their investment assets.