| Owner | Title | From | %Ownership |
|---|---|---|---|
| Longlevens, LLC | Shareholder | 08/2014 | 10-25% |
| Vail, Thomas, Wells | Managing Director | 08/2007 | < 5% |
| La Valle, David, Mark | President & Co-chief Investment Officer | 12/2022 | < 5% |
| Mcrae, Mary Catherine | Executive Vice President | 09/2010 | < 5% |
| Gamble, Kristin | Senior Managing Director | 12/2015 | < 5% |
| Lavalle Brothers Dynasty Trust Fbo David M. Lavalle | Ann W. Lavalle, Trustee | 03/2016 | 10-25% |
| Lavalle Brothers Dynasty Trust Fbo Michael P. Lavalle | Ann W. Lavalle, Trustee | 03/2016 | 10-25% |
| La Valle, JR., Luke, Paul | Chairman, Chief Executive Officer, & Chief Investment Officer | 12/2022 | 50-75% |
| Meagher, Michael, Joseph | Managing Director, Chief Compliance Officer | 10/2019 | < 5% |
