Bridge Investment Group is a financial advisory firm based in Sandy, Utah. It currently has approximately $41,216,031,000 of assets under management and employs about 2250 people. Bridge Investment Group uses a fee structure of a percentage of assets under your management and performance-based fees.

Wasatch Advisors Lp is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $22,149,423,372 of assets under management and employs about 90 people. Wasatch Advisors Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

TownSquare Capital, LLC is a registered investment adviser based in Provo, UT, providing services since June 2017. The firm specializes in sub-advisory asset management services to affiliated and unaffiliated third-party money managers. They offer discretionary asset management tailored to meet clients' needs and investment objectives. TownSquare Capital, LLC may invest client assets in various types of investments, including equities, mutual funds, real estate, and derivatives. The firm manages over $14 billion in client assets on a discretionary basis. Fees for sub-advisory services are negotiable and agreed upon with the Primary Investment Adviser. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to direct brokerage business, and the firm may recommend specific custodians for client accounts. TownSquare Capital, LLC exercises limited custody over client funds through the ability to deduct advisory fees. The firm may effect wire transfers with client authorization and has procedures in place for trade errors. Proxy voting is conducted based on the best financial interests of clients. The firm has no financial commitments impairing its ability to meet client obligations and has not been involved in bankruptcy proceedings.

Grandeur Peak Global Advisors, LLC, established in 2011, is a Salt Lake City-based investment adviser specializing in discretionary investment management services. The firm manages the Grandeur Peak Funds, a family of no-load mutual funds, along with private investment funds and separately managed accounts. The Grandeur Peak Funds consist of various strategies, including Global Opportunities and International Stalwarts, catering to accredited investors. The firm's investment philosophy involves a process of quantitative screening and fundamental analysis to identify companies globally with above-average return potential over the long term. Grandeur Peak Global does not provide financial planning services and does not tailor services to individual needs within the Grandeur Peak Funds or private funds. The firm has $4.872 billion in assets under management as of December 31, 2024, all of which are discretionary assets. Grandeur Peak Global charges fees based on the assets under management for mutual funds, private investment funds, and separately managed accounts, with fee structures varying based on the specific investment strategy. The firm follows a Code of Ethics, engages in soft dollar arrangements for research services, and has a Proxy Voting Committee to oversee proxy voting activities. Grandeur Peak Global does not have custody of client assets directly but uses qualified custodians. The firm has no disciplinary events to report and maintains financial stability without any impairments to meeting client commitments.

Soltis Investment Advisors, LLC is a SEC registered advisory firm established in 1993, based in St. George, Utah. The firm specializes in providing investment management services to individuals, high net worth individuals, institutions, trusts, endowments, charitable organizations, foundations, and pension plans with a minimum account threshold of $750,000. Soltis offers services such as financial planning, pension/401(k) consulting, and automated portfolio management. The firm's investment strategy is based on Modern Portfolio Theory principles and other methods to maximize risk-adjusted returns. Soltis charges advisory fees based on a percentage of assets under management, with fees ranging from 0.60% to 1.25% annually. The firm may offer performance-based fees to qualified clients. Soltis has not had any material changes to its advisory personnel or business since October 2022. The firm has established policies and procedures to safeguard client information and comply with federal regulations. Soltis does not maintain physical custody of client assets but works with qualified custodians to ensure transparency and security. The firm has a privacy policy in place to protect client information and restrict access to authorized personnel only.

Cynosure Capital Management, a division of The Cynosure Group, LLC, is an SEC-registered investment adviser specializing in outsourced investment advisory services for foundations, endowments, and related individuals. Established in 2015, Cynosure Capital Management managed approximately $2.1 billion in discretionary assets as of December 31, 2024. The firm offers Base Portfolio Advisory Services and Multi-Asset Portfolio Advisory Services, tailored to clients' investment goals and risk tolerance. Clients typically have a minimum investment amount of $50 million, subject to potential reductions. Cynosure charges a negotiable management fee based on asset levels, with rates ranging from 0.35% to 1.15%. The firm exercises investment discretion over client accounts, making decisions on securities, amounts, timing, and manager selection. Cynosure prioritizes best execution for client orders and may aggregate trades for efficiency. The firm does not engage in soft dollar relationships and has established policies to address conflicts of interest. Cynosure does not take physical custody of client assets, which are held at a Qualified Custodian. The firm provides regular account monitoring and reporting, and has a Code of Ethics to guide ethical conduct and prevent conflicts of interest. Cynosure also offers other divisions, including Cynosure Partners, Cynosure Wealth Advisors, and Cynosure Strategies, each with distinct investment focuses and strategies.

Sepio Capital, Lp is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $2,747,425,817 of assets under management and employs about 29 people. Sepio Capital, Lp uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and share in etf profits after expenses.

Peterson Partners, LLC, a registered investment adviser, was founded in September 1995 and restructured to a limited liability company in March 2021. Based in Salt Lake City, UT, Peterson specializes in providing discretionary investment advisory services to private investment funds. The firm manages approximately $2.85

Dfpg Investments, LLC is a financial advisory firm based in Sandy, Utah. It currently has approximately $2,006,029,864 of assets under management and employs about 156 people. Dfpg Investments, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.