| Owner | Title | From | %Ownership |
|---|---|---|---|
| Kahn, David, Larry | Chief Compliance Officer | 05/2012 | < 5% |
| Wahl, Timothy, John | President and Manager of LLC | 04/2012 | < 5% |
| Wahl, Timothy, John | Trustee of Wahl Family Trust | 02/2013 | > 75% |
| Wahl, Deanna | Trustee of Wahl Family Trust | 02/2013 | > 75% |
| the Wahl Family Trust DTD 2/26/2013 | Member | 07/2013 | > 75% |
| Fund structure | AUM | Fund type |
|---|---|---|
| the Investment House LLC | $1.18 bn | |
| Mercury Partners L.P. | $30.72 mm | Hedge Fund |
