| Owner | Title | From | %Ownership |
|---|---|---|---|
| Mercer Advisors Intermediate Holdings Inc. | Parent Company | 04/2013 | > 75% |
| Genstar Capital Partners IX, LP | Limited Partner | 10/2019 | 25-50% |
| Pierson, Loren | Chief Operating Officer | 07/2015 | < 5% |
| Welling, Charles, David | Chief Executive Officer | 06/2017 | < 5% |
| GC Waves Holdings, Inc. | Parent Company to Mercer Advisors Inc. | 03/2015 | > 75% |
| Lee, Karen | Chief Business Solutons Officer | 04/2021 | < 5% |
| Calcagni, Donald, Andrew | Chief Investment Officer | 10/2015 | < 5% |
| Og Crimson Parent, Inc. | Parent Company to GC Waves Holdings, Inc. | 10/2019 | > 75% |
| Og Crimson Holdings, L.P. | Parent Company to Og Crimson Parent I Holdings, Inc. | 01/2023 | > 75% |
| Oak Hill Capital Management, LLC | Shareholder | 10/2019 | 25-50% |
| Lellis, Martine, Elizabeth | Chief Talent and Chief Administrative Officer | 04/2021 | < 5% |
| Henry, Michael | Chief Financial Officer | 07/2020 | < 5% |
| Lorenz, Kimberly | Chief Compliance Officer | 01/2021 | < 5% |
| Mercer Advisors Inc. | Parent Company to Mercer Advisors Intermediate Holdings Inc. | 04/2013 | > 75% |
| Cataldo, Christine, Adele | Chief Technology Officer | 06/2021 | < 5% |
| Encino, Mathew | General Counsel | 09/2021 | < 5% |
| Foodim, Gary | Chief Marketing Officer | 06/2021 | < 5% |
| Barton, David, Hurless | Vice Chairman | 06/2017 | < 5% |
| Gourvitch, Daniel, Alexander | President | 10/2022 | < 5% |
| Oc Crimson Parent Holdings II, Inc. | Parent Company to Og Crimson Parent, Inc. | 01/2023 | > 75% |
| Og Crimson Parent Holdings I, Inc. | Parent Company to Og Crimson Parent Holdings II, Inc. | 01/2023 | > 75% |
| Og Crimson Holdings Genpar, LLC | Parent Company of Og Crimson Holdings, LP | 09/2019 | |
| Genstar Capital IX, LP | General Partner | 10/2019 |
