Olympus Capital Holdings Asia LLC is a financial advisory firm based in Mount Kisco, New York. It currently has approximately $1,283,118,389 of assets under management and employs about 37 people. Olympus Capital Holdings Asia LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Edenbrook Capital, LLC, established in 2011, is a Registered Investment Adviser with the SEC, offering discretionary investment management services to private funds. The firm's principal place of business is in Mount Kisco, New York. Edenbrook provides services to private funds such as the Long Only Value Fund and Value Fund, focusing on U.S. and Canadian small- and mid-cap public equities. The firm's investment strategy involves seeking undervalued stocks with improving fundamentals and identifiable catalysts for value realization. They do not tailor services to individual investor needs and manage assets on a discretionary basis. As of December 31, 2024, Edenbrook had regulatory assets under management of $241,987,421. Fees include a management fee between 0.90% and 1.25% per annum, with performance-based allocation fees ranging from 15% to 20% of net capital appreciation. The firm does not participate in Wrap Fee Programs and has a Code of Ethics in place to ensure fair practices. Edenbrook has full discretionary investment authority, including the ability to effect cross transactions between discretionary fund accounts. They have adopted proxy voting policies and procedures to vote in the best interests of clients. The firm does not receive compensation for client referrals and does not participate in Soft Dollar programs.

Clarity Investments + Planning LLC is a registered investment adviser founded in December 2008 by Antonia Clearwaters (Annette). The firm offers objective financial advice, including investment management and financial planning, to a diverse clientele regardless of wealth. Clarity's investment philosophy focuses on asset allocation, diversification, and cost minimization. Clients must enter into written agreements with the firm before receiving advisory services. Clarity provides comprehensive financial planning services, including retirement planning, cash flow projections, and debt management. The firm may recommend its own services or those of other professionals but emphasizes that clients have the final decision. For investment management, Clarity offers discretionary asset management primarily through mutual funds and ETFs tailored to individual client needs. The firm is a fiduciary under the Investment Advisers Act of 1940, committed to acting in clients' best interests. Clarity charges fees for financial planning and investment management services based on a percentage of assets under management, with a minimum annual fee of $4,000. The firm does not engage in performance-based fees or side-by-side management. Clarity's President and Chief Compliance Officer, Annette S. Clearwaters, holds a Bachelor of Architecture degree, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and has no disciplinary history. Annette supervises the firm's operations and staff, ensuring compliance with regulations and ethical standards. Clients are encouraged to review account statements and reports provided by Clarity for transparency and accuracy. For more information, clients can contact Annette S. Clearwaters at (212) 730-7029.