Graham Partners, Inc. is a financial advisory firm based in Newtown Square, Pennsylvania. It currently has approximately $2,194,754,713 of assets under management and employs about 69 people. Graham Partners, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.

Equus Capital Partners, Ltd. is a real estate investment management firm established in 1980, managing a portfolio of commercial properties and apartment units across the U.S. The firm offers investment management services exclusively to privately offered pooled investment vehicles, focusing on real estate investments with a value-added, direct operating approach. Equus manages approximately $1.828 billion of assets on a discretionary basis as of December 31, 2022. Clients are charged a Management Fee ranging from ½% to 1-1/2% based on assets invested in the Fund. Equus may also receive Carried Interest from investment proceeds. The firm tailors advisory services to meet the specific needs of each Fund. Equus has a code of ethics ensuring fiduciary responsibility and prohibits the use of material non-public information. The firm has disclosed disciplinary information related to inappropriate conduct at a subsidiary, BPG Management Company-NC, LLC, and has taken corrective actions. Equus' investment strategies include repositioning, development/redevelopment, and recapitalization, with associated risks such as interest-rate risk and liquidity risk. The firm's investment staff continuously monitors each Fund's investments, and reports are provided to clients on conflicts of interest, valuations, and performance. Equus does not provide compensation for client referrals and maintains custody of client securities with qualified custodians. Equus provides investment advisory services under the direction and control of the affiliated general partner of each Fund.

Logan Capital Management, Inc. is a financial advisory firm based in Newtown Square, Pennsylvania. It currently has approximately $1,654,049,555 of assets under management and employs about 35 people. Logan Capital Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.

Concentus Wealth Advisors, located in Newtown Square, PA, offers wrap fee programs tailored to individual clients' investment objectives, financial goals, and risk tolerance. The firm provides investment management services, including continuous supervision and trading in various investment types such as bonds, equities, ETFs, mutual funds, and alternative investments. Clients can impose restrictions on their accounts, and the firm may adjust investment strategies based on special situations. Additionally, Concentus offers ongoing guidance and planning services, including investment strategy outlines, financial reporting, and milestone meetings. The firm charges an annual percentage-based fee for investment management services, with a maximum annual fee of 1.55% and a minimum quarterly fee of $625. Ongoing guidance and planning services incur an additional flat fee. Clients are not charged performance fees, and the firm acts as a fiduciary, committed to providing fair and full disclosure and acting in clients' best interests at all times. The firm reviews client accounts annually and does not accept proxy authority to vote client securities. Concentus Wealth Advisors discloses its financial industry activities and affiliations, including relationships with Dynasty Financial Partners, LLC, and Purshe Kaplan Sterling Investments, Inc. The firm does not recommend securities in which it has a material financial interest and has no disciplinary information to disclose.