| Owner | Title | From | %Ownership |
|---|---|---|---|
| Financial Retirement Solutions, LLC | Member | 11/2005 | > 75% |
| Johnson, Joel, Mark | Managing Partner | 04/2014 | < 5% |
| Crawford, Kevin, B. | Chief Compliance Officer | 01/2019 | < 5% |
| Genstar Capital Partners X, L.P. | Shareholder | 09/2021 | 25-50% |
| Genstar X Alera Group Holdings, LLC | Shareholder | 09/2021 | 25-50% |
| Alera Group Intermediate Holdings, Inc | Shareholder | 12/2016 | > 75% |
| Alera Group Holdings, Inc. | Shareholder | 12/2016 | > 75% |
| Alera Group Ultimate Holdings, LLC | Shareholder | 06/2021 | > 75% |
| Alera Group, Inc. | Parent Company | 08/2022 | > 75% |
