| Owner | Title | From | %Ownership |
|---|---|---|---|
| Harborview Partners 2012, LLC | Holding Company Parent | 03/2012 | 25-50% |
| Ci Private Wealth Us LLC | Member | 07/2020 | 25-50% |
| Lonergan, Paul, Andrew | President | 02/2009 | < 5% |
| Lagan Wildwood Investments LLC | Managing Member | 02/2009 | 10-25% |
| Villiotte, Richard, James | Chief Operating Officer | 02/2009 | < 5% |
| Barrett, Richard, James | Chief Investment Officer | 10/2016 | < 5% |
| Cavalier, Candace | Chief Compliance Officer and General Counsel | 07/2017 | < 5% |
| Lagan Holding Company Trust | General Partner | 02/2009 | > 75% |
| Cipw Topco, LLC | Owner | 07/2020 | > 75% |
| Lonergan, Paul, Andrew | Member | 03/2012 | 50-75% |
| Lagan, Matthew, Terence | Officer | 06/2013 | |
| Lagan, Christopher, Michael | Trustee | 06/2004 | 25-50% |
| Lagan, Daniel, Anthony | Trustee | 06/2004 | 50-75% |
| Wendell, Erin, Marie | Chief Financial Officer | 12/2021 | < 5% |
| Ci Us, LLC | Owner | 07/2020 | > 75% |
| Ci Us Holdings Inc | Owner | 07/2020 | > 75% |
| Ci Financial Corp | Owner | 07/2020 | > 75% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Congress Wealth Management LLC | $6.32 bn | |
| Congress Wealth Management Enhanced Yield LP | $93.74 mm | Other Private Fund |
| CWM Private Equity Growth Fund LLC | $6.25 mm | Other Private Fund |
| CWM Social Impact Fund LCC | $4.61 mm | Other Private Fund |
