| Owner | Title | From | %Ownership |
|---|---|---|---|
| Baerenz, Frederick, Peter | President | 05/2000 | < 5% |
| the Baerenz Family Trust Dated 2/25/2021 | Shareholder | 03/2017 | > 75% |
| Whitlock, Michelle, Lauren | Shareholder | 03/2017 | < 5% |
| Baerenz, Frederick, Peter | Trustee | 03/2017 | |
| Ortlip, James, Thomas | CIO | 06/2019 | 5-10% |
| Hadaway, James, Russell | Chief Compliance Officer | 01/2020 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Aog Wealth Management | $270.36 mm | |
| Aog Institutional Diversified Master Fund | $15.20 mm | Other Private Fund |
| Aog Institutional Diversified Fund | ||
| Aog Institutional Diversified Tender Fund |
