Kayne Anderson Capital Advisors Lp is a financial advisory firm based in Houston, Texas. It currently has approximately $29,871,782,000 of assets under management and employs about 300 people. Kayne Anderson Capital Advisors Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Fayez Sarofim & Co. is a financial advisory firm based in Houston, Texas. It currently has approximately $28,705,122,113 of assets under management and employs about 51 people. Fayez Sarofim & Co. uses a fee structure of and a percentage of assets under your management.

The Energy & Minerals Group is a financial advisory firm based in Houston, Texas. It currently has approximately $12,580,503,310 of assets under management and employs about 22 people. The Energy & Minerals Group uses a fee structure of a percentage of assets under your management and performance-based fees.

Sarofim International Management Company, established in November 1993, is a registered investment adviser under the Investment Advisers Act of 1940. The firm, a subsidiary of Fayez Sarofim & Co., specializes in investment counseling and is regulated by the Securities and Exchange Commission. The firm's investment strategies focus on large capitalization equity products, global equity products, international equity products, concentrated equity products, equity income products, core fixed income products, municipal bond portfolios, and balanced portfolios. The firm manages client assets on a discretionary basis, with full authority to make investment decisions without client consent. Sarofim International Management Company has client assets under management of approximately $1.0 billion as of December

The Sterling Group, L.p. is a financial advisory firm based in Houston, Texas. It currently has approximately $6,003,504,245 of assets under management and employs about 56 people. The Sterling Group, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and portion of portfolio company transaction and monitoring fees.

Lionstone Investments is a financial advisory firm based in Houston, Texas. It currently has approximately $5,782,273,187 of assets under management and employs about 62 people. Lionstone Investments uses a fee structure of a percentage of assets under your management, performance-based fees and acquisition / disposition / leasing fees.

Linscomb Wealth, Inc. is a registered investment adviser with over 50 years of experience providing comprehensive wealth planning and investment advisory services. Established in 1971 and headquartered in Houston, Texas, the firm manages portfolios for high-net worth individuals, families, trusts, and charitable accounts, primarily focusing on equity and fixed income securities. As of December 31, 2024, the firm had regulatory assets under management of approximately $4.6 billion. Linscomb Wealth offers personalized wealth planning services, including gift & estate planning, retirement planning, and risk management. The firm operates as a wholly owned subsidiary of Cadence Bank and provides fee-only investment management services based on a client's specific financial goals. Clients have the option to grant discretionary authority to the firm for managing their portfolios, allowing LW to make investment decisions without prior client approval. The fee structure for discretionary portfolio management accounts is based on a tiered annual fee schedule ranging from 1.00% to 0.4% based on the total assets under management. Additionally, the firm offers family office services for clients with generational wealth and complex financial situations. LW does not accept performance-based fees and acts as a fiduciary, prioritizing clients' best interests in all recommendations and decisions. Clients receive periodic account statements from the qualified custodian, typically Schwab or Fidelity, detailing all activity and balances in their accounts.

Ara Advisers, LLC, also known as Ara Partners, is a private investment group specializing in control investments in businesses that decarbonize the industrial sector. Established in May 2017, the firm focuses on industrial & manufacturing, chemicals & materials, energy efficiency & green fuels, and food & agricultural sectors. Ara provides advisory services to private equity funds, primarily catering to institutional investors and high net worth individuals. The firm's investment strategy involves sourcing differentiated deal flow, hands-on investment management, acquiring platform companies at attractive prices, upgrading personnel and practices, and driving platform company growth for exit. The firm manages assets on a discretionary basis, with regulatory assets under management totaling $6,169,771,525.00 as of December 31, 2024. Clients must meet a minimum commitment of $5,000,000, subject to Ara's discretion. The firm is compensated through management fees, carried interest, and other fees detailed in the Operating Agreements. Ara operates under a Code of Ethics, ensuring compliance with legal requirements and ethical business conduct. The firm's investment committee has discretionary authority over investment decisions, and LPs receive quarterly financial statements prepared by a third-party fund administrator. Ara has not been involved in any legal or disciplinary events in the past 10 years. The firm's custody practices involve calling capital on-demand for investments or expenses, with proceeds held in the Fund's bank account until distribution. Ara's investment committee exercises voting rights on behalf of client securities, with policies and procedures in place for proxy voting. The firm has not filed for bankruptcy and maintains financial stability.

Quotient Wealth Partners, LLC (QWP) is a registered investment adviser based in Houston, TX, established in June 2023. The firm offers financial planning, consulting, and investment management services. QWP is owned by Brandon Ross, Jonathan Blumenthal, and Timothy Harder. As of December 6, 2023, the firm had $3,000,566,582 in assets under management, with discretionary management accounting for the majority. Clients have the discretion to engage QWP for additional services, and the firm recommends engaging its Supervised Persons for related services. QWP primarily allocates client assets among various investments, including ETFs, individual securities, mutual funds, and options, tailored to meet individual client needs and objectives. The firm may use third-party services like Dynasty Financial Partners for operational support and access to investment programs. QWP charges fixed fees for financial planning and consulting services, and annual fees based on assets under management for wealth management services. The firm may negotiate fees based on various criteria and provides detailed information on additional fees and expenses incurred by clients. QWP does not engage in performance-based fees, and clients have the option to direct brokerage transactions. The firm has a Code of Ethics in place to ensure ethical conduct and compliance with securities laws. Clients receive regular account reviews and statements from custodians. QWP does not provide compensation for client referrals and does not have custody of client funds except for limited purposes outlined in standing letters of authorization. The firm exercises investment discretion on behalf of clients and does not vote client securities. Financial information disclosures are not required as per regulatory guidelines. For more details, clients can contact QWP directly.