| Owner | Title | From | %Ownership |
|---|---|---|---|
| Miscinski, Kurt, Patrick | President | 11/2022 | < 5% |
| Fontana Holdings LLC | Owner | 01/2022 | 25-50% |
| Seco, Robert, Joseph | General Counsel | 11/2022 | < 5% |
| Pace, Benjamin, a | Chief Investment Officer | 11/2022 | < 5% |
| Hilden, Kevin | Chief Operating Officer | 11/2022 | < 5% |
| Cerity Partners Equity Holdingllc | Member | 11/2022 | > 75% |
| OKeefe, Mary, Claire | Head of Corporate Development | 09/2018 | < 5% |
| Evans, Stuart, Ashley | Chief Compliance Officer | 11/2022 | < 5% |
| Curtis, Christopher, G. | Chief Financial Officer | 03/2021 | < 5% |
| CP Merger II LLC | Member | 07/2022 | > 75% |
| CP Merger I LLC | Member | 07/2022 | > 75% |
| CP Intermediate II LLC | Member | 07/2022 | > 75% |
| CP Intermediate I LLC | Member | 07/2022 | > 75% |
| CP Holdings I LLC | Member | 07/2022 | > 75% |
| Genstar Capital Partners X, L.P. | Member | 07/2022 | 25-50% |
| Genstar Capital X L.P. | General Partner | 07/2022 | |
| Genstar X GP LLC | General Partner | 07/2022 | |
| Cerity Partners Eoe LLC | Member | 09/2018 | 25-50% |
| Miscinski, Kurt, Patrick | Manager | 11/2017 |
| Fund structure | AUM | Fund type |
|---|---|---|
| Round Table Wealth Management | $1.60 bn | |
| Countervailing Private Equity Fund, LP | $44.33 mm | Private Equity Fund |
