Apollo Capital Management, L.p. is a financial advisory firm based in New York, New York. It currently has approximately $418,891,560,733 of assets under management and employs about 2540 people. Apollo Capital Management, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and carried interest.

J.p. Morgan Private Investments Inc. is a financial advisory firm based in New York, New York. It currently has approximately $196,540,230,205 of assets under management and employs about 709 people. J.p. Morgan Private Investments Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.

Brookfield Asset Management Pic Us, LLC is a financial advisory firm based in New York, New York. It currently has approximately $159,981,488,878 of assets under management and employs about 1681 people. Brookfield Asset Management Pic Us, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Mariner Investment Group, LLC is a financial advisory firm based in Harrison, New York. It currently has approximately $154,003,511,011 of assets under management and employs about 120 people. Mariner Investment Group, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

RBC Wealth Management, a division of RBC Capital Markets, LLC, offers financial planning services through RBC CM. The firm, registered with the SEC since 1977, provides personalized financial analysis and advice to help clients achieve their financial goals. The financial planning process involves gathering information, analyzing it, and proposing recommendations tailored to each client's situation. Financial Advisors at RBC CM hold professional designations and have experience in the securities industry. The firm offers various advisory programs, including consulting solutions and managed account programs. As of June 30, 2023, RBC CM had over $207 billion in assets under management, with fees for financial planning services ranging from $1,000 to $20,000, negotiable based on factors like service complexity and client assets. The firm operates under a Code of Ethics to prioritize client interests, maintain confidentiality, and prevent conflicts of interest. RBC CM discloses disciplinary information, including settlements related to regulatory violations. The firm does not provide ongoing advice post-financial plan delivery and does not offer proxy voting services. Clients are not required to custody assets with RBC CM for financial planning services. The firm does not have financial conditions that may impact its ability to meet client commitments.

Corebridge Institutional Investments (U.S.), LLC, a registered investment adviser, is a subsidiary of Corebridge Financial, Inc., specializing in private credit investments. Established in 2009, the firm manages approximately $112 billion in regulatory assets under management as of December 31, 2024. Corebridge offers discretionary investment advice and asset management services to institutional clients, focusing on various investment strategies such as commercial real estate debt, residential mortgage lending, real estate equity, public fixed income, private credit, and alternatives & equities. The firm charges management fees based on the client's pro rata portion of total budgeted operating costs. Corebridge provides investment analysis focusing on credit quality, structure, and pricing, with an emphasis on risk-adjusted returns. The firm's investment philosophy includes a fundamentals-based underwriting approach for illiquid credit instruments. Corebridge also discloses potential risks associated with investments, such as asset allocation risk, borrowing risk, and currency risk. Regarding brokerage practices, the firm prioritizes best execution for clients, selecting broker-dealers based on their capabilities and services rather than solely on commission rates. Corebridge does not engage in soft dollar arrangements and follows strict policies for trade aggregation, allocation, and correction. The firm's compliance and risk management teams conduct regular reviews of client accounts, ensuring alignment with investment objectives and strategy parameters. Corebridge does not maintain custody of client funds and exercises full investment discretion as granted by clients. The firm also handles proxy voting for client securities and maintains a strong financial position to meet contractual commitments. For more information, clients can contact the Chief Compliance Officer, Matthew Slomienski.

Apollo Management, L.p. is a financial advisory firm based in New York, New York. It currently has approximately $90,234,426,947 of assets under management and employs about 2273 people. Apollo Management, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and carried interest.

Global Infrastructure Management, LLC is a financial advisory firm based in New York, New York. It currently has approximately $83,596,469,201 of assets under management and employs about 303 people. Global Infrastructure Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and deal-related and monitoring fees.

Insight Venture Partners is a financial advisory firm based in New York, New York. It currently has approximately $79,458,131,122 of assets under management and employs about 499 people. Insight Venture Partners uses a fee structure of a percentage of assets under your management and performance-based fees.