General Catalyst is a financial advisory firm based in Cambridge, Massachusetts. It currently has approximately $24,802,764,311 of assets under management and employs about 160 people. General Catalyst uses a fee structure of a percentage of assets under your management and carried interest.

Blackstone Life Sciences Advisors L.l.c. is a financial advisory firm based in Cambridge, Massachusetts. It currently has approximately $6,808,396,479 of assets under management and employs about 25 people. Blackstone Life Sciences Advisors L.l.c. uses a fee structure of a percentage of assets under your management and performance-based fees.

Equity Resource Investments, LLC, established in 2002, specializes in providing investment management services focused on real estate-related investments. The firm manages assets totaling approximately $1.33 billion on a discretionary basis as of December 31, 2024. Equity Resource Investments employs a long-term investment strategy, emphasizing multi-family assets, affordable housing, and commercial real estate. The firm's investment approach includes secondary market purchases, platform and portfolio investments, and investments in Low Income Housing Tax Credit/affordable housing portfolios. The company's investment philosophy involves a value-based approach, utilizing income-based valuation models and thorough risk analysis. Investments are primarily illiquid, private securities. Equity Resource Investments generally receives Management Fees based on a percentage of invested capital and Carried Interest from the Funds. The firm also provides additional services to portfolio investments, such as financing assistance and property sales activity. Clients of the Funds are pooled investment vehicles with minimum investments ranging from no minimum to $250,000, as outlined in each Fund's Organizational Documents. Equity Resource Investments acts as a fiduciary, managing client assets in accordance with Advisory Agreements and Organizational Documents. The firm's Code of Ethics ensures compliance with regulations and ethical standards, with a focus on protecting client interests. Clients have investment discretion through the Funds' general partners, managers, or managing members. Affiliates of Equity Resource Investments exercise voting rights on behalf of the Funds, ensuring decisions are made in the best interest of the clients. The firm does not engage in brokerage practices beyond temporary asset holding in short-term US treasury securities. Equity Resource Investments has custody of Fund assets and provides regular financial statements to investors.

Clarus Ventures, LLC is a financial advisory firm based in Cambridge, Massachusetts. It currently has approximately $1,359,869,363 of assets under management and employs about 25 people. Clarus Ventures, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Catalytic Wealth Management is a financial advisory firm based in Cambridge, Massachusetts. It currently has approximately $1,000,426,129 of assets under management and employs about 16 people. Catalytic Wealth Management uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Applied Fundamental Research, LLC (AFR) is a Registered Investment Adviser based in Cambridge, MA, established in January 2013 and commenced its present investment advisory business in May 2013. Founded by Theodore H. Wagenknecht and Kevin F. Curran, AFR primarily acts as an investment adviser to two private investment partnerships, AFR Value Partners, L.P., and AFR Concentrated Value, L.P. AFR specializes in investing in North American small- and mid-cap companies using a mix of long and short equity and credit positions. The firm's investment objective is to generate risk-adjusted returns over the long term with an emphasis on capital preservation. AFR employs an opportunistic value investment strategy combined with fundamental due diligence to identify undervalued equity securities. The minimum initial investment for both partnerships is $500,000, with discretion over managing the investments granted to AFR. AFR charges a fixed quarterly management fee of 0.3125% for its services. The firm does not participate in wrap fee programs and manages assets totaling $149,964,496 as of December 31, 2024. AFR does not provide tailored advisory services beyond its investment strategies and does not accept compensation for the sale of securities or investment products. The firm's investment philosophy focuses on risk management, fundamental analysis, and value investing across various asset classes and sectors.

Taxbridge Financial Group Inc is a financial advisory firm based in Cambridge, Massachusetts. It currently has approximately $100,178,119 of assets under management and employs about 2 people. Taxbridge Financial Group Inc uses a fee structure of a percentage of assets under your management and hourly charges.

Ironsides Partners LLC, established in January 2007, is an investment adviser based in Cambridge, MA. The firm manages a separately managed account, Ironsides Strategic Income Trust, with $28,600,480 in regulatory assets under management as of December 31, 2023. Ironsides may also manage private pooled investment vehicles in the future. The firm's investment strategy focuses on seeking current income and capital appreciation with less volatility, primarily investing in equity, debt, closed-end funds, business development companies, and other income-generating vehicles. Ironsides may use leverage and derivatives to enhance returns but acknowledges the associated risks. Clients must be accredited investors and qualified purchasers. Fees for the separately managed account are negotiated between Ironsides and the client. The firm does not charge performance-based fees and does not engage in principal transactions. Ironsides exercises discretionary authority over client assets, maintains custody with Jefferies LLC, and has adopted proxy voting policies to act in clients' best interests. Ironsides does not compensate for client referrals and has no disciplinary events to report. Clients receive audited financial reports annually and unaudited updates regularly. Ironsides' Code of Ethics and Employee Investment Policy ensure ethical standards and fair treatment of clients. For further details, clients can contact David Barnhart, the Chief Compliance Officer.

Cognitive Investments LLC is a financial advisory firm based in Cambridge, Massachusetts. It currently has approximately $6,514,994 of assets under management and employs about 7 people. Cognitive Investments LLC uses a fee structure of and a percentage of assets under your management.