| Owner | Title | From | %Ownership |
|---|---|---|---|
| Christian, David, Brian | Managing Member, Founding Partner, Managing Director | 02/2014 | 50-75% |
| Hefele, Brian, Michael | Member, Founding Partner | 02/2014 | 25-50% |
| Van Cappellen, Susan, Alberta | Chief Operating Officer | 01/2017 | < 5% |
| Gates, Jeffrey, Allan | Chief Investment Officer | 02/2020 | 5-10% |
| Acheson, Kendall, Bate | Lead Advisor | 01/2022 | 5-10% |
| Estner, Jennifer, Susan | Chief Compliance Officer | 03/2023 | < 5% |
