| Owner | Title | From | %Ownership |
|---|---|---|---|
| Hill, John, Robert | Chief Executive Officer | 07/2004 | 25-50% |
| Mikulis, Dwight, Andrew | Managing Partner | 07/2004 | 25-50% |
| Solow, Kenneth, Reid | Chairman of the Investment Committee | 07/2004 | 25-50% |
| Kriebel, Debra, Cloud | Partner / Executive | 07/2004 | < 5% |
| Vollaro, Richard, Donald | Partner | 01/2008 | < 5% |
| Kitces, Michael, Ernest | Partner | 01/2012 | < 5% |
| Mason, Joshua, Akeroyd | Partner / Executive | 01/2013 | < 5% |
| Troll, Jeffrey, Keith | Partner / Executive | 05/2016 | < 5% |
| Kauffman, David, Brad | Partner / Executive | 05/2016 | < 5% |
| Wendell, Erin, Marie | Chief Compliance Officer, Chief Financial Officer | 01/2017 | < 5% |
| Noble, Carl, Wesley | Chief Investment Officer | 09/2020 | < 5% |
| Dillon, Sean, Patrick | Chief Investment Strategist | 09/2020 | < 5% |
