Dunes Point Capital, L.p. is a financial advisory firm based in Rye, New York. It currently has approximately $1,946,452,896 of assets under management and employs about 24 people. Dunes Point Capital, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.

Apexium Financial LP, established in January 2016, is an SEC-registered investment adviser offering independent, objective financial services to private clients and institutions. The firm manages over $3.3 billion in client assets as of December 31, 2024, with a focus on tailored investment management, financial planning, and trustee services. Apexium offers both discretionary and non-discretionary investment management services, with fees based on assets under management or advisement. Clients have the option to engage in financial planning and consulting services for a fixed or hourly fee. The firm may recommend Third-Party Investment Managers for clients, providing access to a range of investment opportunities. Apexium does not use a performance-based fee structure and acts in a fiduciary capacity. Clients have full control over their investments, with Apexium providing ongoing monitoring and review of account performance. The firm does not vote proxies on behalf of clients and does not have custody of client funds. Apexium has no financial impairments that would affect its ability to meet client commitments. For further details, clients can contact David Pilaitis at [email protected] or (267) 479-0145.

Sfw Capital Partners is a financial advisory firm based in Rye, New York. It currently has approximately $1,193,023,816 of assets under management and employs about 15 people. Sfw Capital Partners uses a fee structure of a percentage of assets under your management, performance-based fees and fee income from portfolio companies of fund.

Phoenix Merchant Partners, Lp is a financial advisory firm based in Rye, New York. It currently has approximately $250,000,000 of assets under management and employs about 11 people. Phoenix Merchant Partners, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Ospraie Management, LLC, established in March 2025, is an investment management firm specializing in directional investing in basic industry and agricultural equities and commodities globally. The firm serves as the investment manager for private pooled investment vehicles, including the Ospraie Commodity Fund and Ospraie Real Assets Fund. Ospraie Management offers discretionary trading authority to these funds and managed accounts, with a focus on long-term capital appreciation and active, leveraged trading in commodities and related derivative instruments. The firm's investment strategies are based on fundamental research and aim to capitalize on microeconomic imbalances driving commodity prices. Ospraie Management charges management fees of up to 2.0% annually and may receive performance-based compensation of up to 20% of realized and unrealized net profits. The firm may engage in side-by-side management and principal transactions, subject to compliance with regulatory requirements. Ospraie Management's brokerage practices prioritize best execution and may involve soft dollar arrangements for research services. The firm exercises full investment discretion for its clients, voting proxies in alignment with their best financial interests. Ospraie Management does not maintain physical custody of client assets and has no disciplinary events or financial conditions impairing its commitments.

New Age Alpha Advisors, LLC is a financial advisory firm based in Rye, New York. It currently has approximately $131,431,240 of assets under management and employs about 28 people. New Age Alpha Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.