| Owner | Title | From | %Ownership |
|---|---|---|---|
| Eusey, Shannon, Elizabeth | Trustee | 07/2006 | |
| Beacon Pointe Holdings, LLC | Class a Member | 07/2009 | 25-50% |
| Cooper, Matthew, Baird | President, Manager, Class a Member | 07/2009 | 5-10% |
| Eusey, Shannon, Elizabeth | Manager, Chief Compliance Officer | 07/2009 | < 5% |
| the Richard and Shannon Eusey Trust | Member | 07/2006 | 25-50% |
| Eusey, Richard, Edward | Trustee | 07/2006 | |
| Peck, Diane, Marilyn | Chief Financial Officer | 08/2015 | < 5% |
| Bpwa-az Ownership, LLC | Class B Member | 01/2015 | 10-25% |
| Bpwa-boston Ownership, LLC | Class B Member | 10/2015 | 10-25% |
| Meyer, Bruce, Alan | Member | 01/2015 | 50-75% |
| Dow, Michael, Gaffney | Chief Investment Officer | 11/2018 | < 5% |
| Ocie Ownership, LLC | Class B Member | 01/2017 | 5-10% |
| Mathers, Mark, Vincent | Member | 07/2016 | > 75% |
| Ainsworth, Laine, Ryhiner | Member | 01/2017 | 25-50% |
| Moehlman, Mark, Louis | Member | 01/2017 | 25-50% |
| Davenport, James, Ferrill | Member | 07/2017 | 25-50% |
