| Owner | Title | From | %Ownership |
|---|---|---|---|
| Medeiros, Matthew, Douglas | CEO | 06/2015 | 25-50% |
| Institute for Wealth Holdings, Inc. | Managing Member | 05/2004 | > 75% |
| Medeiros, Matthew, Douglas | President & CCO | 06/2003 | < 5% |
| Jorgensen, Jeffery, Frands | Chief Operations Officer | 01/2010 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| the Institute | $712.59 mm | |
| Madison Park Harbor Fund, LP | $19.19 mm | Hedge Fund |
