Arcline Investment Management Lp is a financial advisory firm based in Nashville, Tennessee. It currently has approximately $10,041,415,942 of assets under management and employs about 46 people. Arcline Investment Management Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

InterOcean Capital Group, LLC is a financial advisor firm based in Nashville, TN, established as a wholly-owned indirect subsidiary of Focus Financial Partners, LLC. The firm primarily offers wealth management and portfolio management services to high net worth individuals, trusts, charitable organizations, and other clients. They provide customized investment strategies, including large capitalization equity portfolios, equity income strategies, equity hedge strategies, global ETF portfolios, and tactical diversifying portfolios. Clients can engage the firm on a discretionary or nondiscretionary basis, with the ability to impose reasonable restrictions on investment decisions. InterOcean Capital Group, LLC charges management fees ranging from 0.05% to 1.25% of assets per annum, with fees calculated gross of margin. The firm may also receive compensation from third-party referrals and conference sponsorships. The firm has a Proxy Voting Policy in place to address fiduciary duties related to voting client securities. InterOcean Capital Group, LLC maintains custody of client funds through qualified custodians and has established procedures to ensure the protection of client assets. Clients receive regular account reviews, reporting, and access to customized financial planning services. For more information on how InterOcean Capital Group, LLC handles personal information and privacy, clients can refer to the firm's Privacy Notice. Clients have the right to limit sharing of personal information for certain purposes as outlined in the notice.

Aj Capital Management LLC is a financial advisory firm based in Nashville, Tennessee. It currently has approximately $2,349,344,249 of assets under management and employs about 135 people. Aj Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Capitalspring is a financial advisory firm based in Nashville, Tennessee. It currently has approximately $2,223,457,347 of assets under management and employs about 28 people. Capitalspring uses a fee structure of a percentage of assets under your management and performance-based fees.

Disciplina Capital Management, LLC, also known as Disciplina Group, LLC, was established in 2013 and specializes in providing advisory services to small and mid-sized institutions, as well as personalized wealth management services to high-net-worth investors. The firm manages over $2 billion of client assets on a discretionary basis as of December 31, 2024. Disciplina offers Outsourced Chief Investment Officer (OCIO) services, including asset allocation review, manager selection, operational due diligence, and performance measurement. Clients can impose restrictions on the management of their investment portfolios, and the firm may agree to non-discretionary arrangements in limited circumstances. For institutional clients, the annual fee for OCIO services typically ranges from 0.30% to 0.54% annually, with a minimum portfolio value of $25 million. Wealth Management Services fees are based on a tiered fee schedule, ranging from 0.95% to 0.54% annually, with a minimum portfolio value of $1 million. The firm does not have performance-based fee arrangements and does not engage in side-by-side management. Clients have the option to select separate account managers, and the firm may invest in private funds based on clients' risk tolerance and financial qualifications. Disciplina acts as a fiduciary when providing investment advice on retirement plan accounts or individual retirement accounts. The firm does not typically vote proxies related to securities held in client accounts. The team at Disciplina Capital Management consists of experienced professionals, including Matthew W. Wright, Brant W. Smith, Alena Thangaraj, Brian D. Arsenault, and Jimmie "Duke" Williams II. Each team member brings a wealth of experience in institutional investment management, private investments, and financial consulting. The firm's Chief Compliance Officer, Michael Kirwan, oversees the compliance program to ensure adherence to regulatory requirements.

Round Hill Music LP is a boutique music publishing firm founded in January 2011 and registered as an investment adviser in June 2015. The firm provides discretionary investment management services to various funds, including Round Hill Music Royalty Fund II LP and Round Hill Music Royalty Fund III Plus LP. The firm's investment strategy focuses on acquiring iconic copyrights with stable royalties and potential for future exploitation. Round Hill aims to mitigate downside risks through portfolio diversity and capitalize on under-exploited catalogs. The firm's investment philosophy emphasizes active catalog management to enhance value. Round Hill compensates third parties for investor referrals and maintains custody of assets with qualified custodians. The firm exercises investment discretion in line with the funds' objectives and does not engage in brokerage practices related to acquiring music copyrights. Round Hill's Code of Ethics ensures fair treatment of clients and prohibits misuse of nonpublic information. The firm's employees are permitted personal securities trading with compliance measures in place. Round Hill does not receive proxies for voting client securities and has no financial conditions impairing its client commitments. For further details, refer to Round Hill's Governing Documents for comprehensive information on investment policies, fees, and other terms.

Lee, Danner & Bass, Inc. is an independent investment counseling firm founded in 1988, specializing in providing high-quality investment management services. The firm is registered with the SEC and owned entirely by its principals and officers. Lee, Danner & Bass manages approximately $1.76 billion in discretionary investment assets as of December 31, 2024. The firm offers investment management services for various financial assets, including stocks, bonds, mutual funds, ETFs, options, and cash equivalents. Clients' individual needs, objectives, and constraints are central to the investment management process, with a focus on income, liquidity requirements, capital enhancement, time horizon, and risk tolerance. Lee, Danner & Bass charges an annual fee based on a percentage of assets under management, with a minimum annual fee of $7,500. The fee is billed quarterly and can be deducted from clients' assets or billed directly. The firm acts as a fiduciary for retirement plan rollover recommendations, ensuring that clients' best interests are prioritized. Lee, Danner & Bass does not charge performance-based fees and provides portfolio management services to high net worth individuals, institutions, trusts, and corporations. The firm's investment strategies aim to preserve and enhance clients' capital, with a focus on long-term investment approaches and a disciplined methodology.

Whistler Capital Partners LLC is a registered investment adviser founded in 2021, specializing in growth equity and growth buyout opportunities in healthcare services and technology-enabled business services industries in the United States. The firm manages approximately $1.2 billion in regulatory assets under management as of December 31, 2022, on a discretionary basis. Whistler Capital charges management fees based on a percentage of assets under management, with additional fees for private equity transactions. The firm may also receive equity incentives in portfolio companies. Clients include qualified purchasers and institutional investors, with a minimum capital commitment outlined in the Governing Documents. Whistler Capital's investment strategies involve investigating, evaluating, and managing private equity investments, with a focus on industry fundamentals, financial valuation, and risk factors. The firm may use leverage and hedge investments when appropriate. Whistler Capital has a Code of Ethics to ensure ethical conduct, including monitoring personal securities transactions. The firm may receive compensation from portfolio companies and may co-invest with third parties. Whistler Capital exercises investment discretion for clients, votes client securities, and provides audited financial statements for funds with custody of assets. Clients can request the firm's proxy voting policy and financial information upon request.

Woodmont Investment Counsel, LLC is a registered investment adviser based in Tennessee, established in 2000. The firm offers discretionary investment management services on a fee-only basis, focusing on tailored investment strategies across equity, fixed-income, and cash equivalent securities. Woodmont acts as a fiduciary, aligning investment transactions with clients' financial circumstances and goals. Clients have the option for both discretionary and non-discretionary investment management services, with the ability to set restrictions on their accounts. The firm's investment philosophy emphasizes diversification and asset allocation tailored to individual client situations. Woodmont's fee structure ranges from 0.20% to 1.0% of the market value of assets under management, billed quarterly in advance. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, trusts, estates, charitable organizations, retirement plans, and corporations, with a minimum account size typically set at $2,000,000. Woodmont utilizes research from various sources for securities analysis and employs a broad diversification strategy across different asset classes. The firm discloses no disciplinary history and has no financial issues to report. Clients receive regular account reviews and detailed reports, with custody services provided by a custodian such as Charles Schwab & Co., Inc. Woodmont does not vote client securities but engages a third party for securities litigation claims filing.