| Owner | Title | From | %Ownership |
|---|---|---|---|
| Jacobson, Brad, David | Principal & Managing Member | 05/2014 | > 75% |
| Flanagan, Laura, Lee | General Counsel/chief Compliance Officer | 01/2017 | < 5% |
| Sharma, Joseph, Michael | Principal & Member | 07/2020 | 10-25% |
| Trucano, Joseph, Conrad | Director of Financial Planning | 08/2021 | < 5% |
