| Owner | Title | From | %Ownership |
|---|---|---|---|
| Ghei, Raman, John | Founder & Chief Investment Officer, & Chief Compliance Officer | 07/1999 | 50-75% |
| Cloak, Paul, Alexander | Shareholder | 12/2021 | 5-10% |
| Simmons, Amanda | Chief Operating Officer/shareholder | 12/2021 | < 5% |
| Bradshaw, Sophia, R | Financial Advisor/ Shareholder | 12/2021 | < 5% |
| Ghei, Greta | Shareholder | 12/2021 | < 5% |
| Ghei, Bradley | Shareholder | 12/2021 | < 5% |
| Grambo, Natalie | Shareholder | 12/2021 | < 5% |
