David Fortunato

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Cramer Rosenthal McGlynn LLC (CRM) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1973 by Gerald Cramer, Edward Rosenthal and Ronald McGlynn. They are owned by CRM 2019 LLC. CRM manages separate accounts for corporate and public pension plans, endowments, foundations, community and religious organizations, as well as individual and family trusts, estates, and high-net-worth individuals.

Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland.

General Atlantic LLC (General Atlantic) is a private equity firm founded in 1980 by Charles F. Feeney. The firm is headquartered in New York.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Reputation.com, Inc. provides online reputation and privacy management services. It offers online reviews, customer surveys, social media, business listings, reputation score, reporting and analytics, and managed services. The company was founded by Michael Fertik, Owen Tripp, Ross Chanin, Raefer Gabriel, and Brian Kelley in 2006 and is headquartered in Redwood City, CA.

Bhakti, Inc. engages in the manufacture and sale of fresh and craft-brewed tea. It offers iced chai with cashewmilk, concentrates, artisan tea, and iced chai. The company was founded by Brook Eddy in 2002 and is headquartered in Boulder, CO.

AdvisorEngine, Inc. operates as a digital wealth management technology company which engages in integrating private-label robo-advice technology within a full enterprise B2B digital wealth management platform. It focuses online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides fully customizable robo-advisor tools, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. The firm helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was founded by David Scalzo, Rich Cancro and Vladimir Baranovin in 2014 and is headquartered in New York.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Windrose Health Investors LLC (Windrose) is a private equity subsidiary of MTS Health Partners LP founded in 2000 by Curtis Scott Lane. The firm is headquartered in New York City.

Guidepost Growth Management Co. LLC (Guidepost Growth Mgmt) is a private equity subsidiary of North Bridge Venture Partners founded in 2007 by Doug A. Kingsley and Jim M. Moran. The firm is headquartered in Boston, Massachusetts.

Brown Brothers Harriman Capital Partners (BBH Capital Partners) is a private equity subsidiary of Brown Brothers Harriman & Co. (Alternative Investments Group) founded in 1997. The firm is headquartered in New York.

Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles.

NestEgg Wealth, Inc. provides investment advice. It gathers data from all your bank, retirement and credit card accounts for financial planning advice. The company was founded by Alexey Sokolin on May 5, 2011 and is headquartered in New York, NY.

ConsenSys Software, Inc. provides market block chain technology services. Its products are Infura, Quorum, Codefi, MetaMask, and Diligence. It offer solutions to the asset management, capital markets, decentralized finance, global trade and commerce, payments and money, and all solutions and use cases. The company was founded by Joseph Lubin in 2014 and is headquartered in Brooklyn, NY.

Argonautic Investment Management Ltd. (Argonautic ventures) is a private equity/venture capital firm founded in 2017 by Howard Liu and Rita Chiu. The firm is headquartered in George Town, Cayman Islands.

Essex Woodlands Management, Inc. (EW Healthcare Partners) is a private equity firm founded in 1985 by Jim L. Currie and Martin P. Sutter. The firm is headquartered in Houston, Texas.

Fintech Blueprint provides financial technology solutions. The American company was founded by Alexey Sokolin.

JetBlue Technology Ventures LLC (JetBlue Technology Ventures) is a venture capital subsidiary of JetBlue Airways Corp founded in 2016 by Bonny W. Simi. The firm is headquartered in San Carlos, California.

Verizon Ventures LLC (Verizon Ventures) is a venture capital subsidiary of Verizon Communications, Inc founded in 1990. The firm is headquartered in Basking Ridge, New Jersey.

Paine Schwartz Partners LLC (Paine Schwartz Partners) is a private equity firm founded in 2006 by Dexter Paine, Kevin Michael Schwartz and Mitchell S. Presser. The firm is headquartered in San Mateo, California.

Vestar/Colorado Impact LLC (CIF) is a venture capital firm subsidiary of Vestar Capital Partners, Inc. founded in 2014 by James P. Kelley. The firm is headquartered in Denver, Colorado.

Copley Equity Partners LLC (Copley Equity Partners) is a private equity firm founded in 2012 by Peter Trovato, Andrew J. Miller and Robert T. Hale. The firm is headquartered in Boston, Massachusetts.

Eight Enterprises LLC (8VC) is a private equity/venture capital firm founded in 2015 by Joseph T. Lonsdale. The firm is headquartered in San Francisco, California.

Crestview Advisors LLC (Crestview Partners) is a private equity firm founded in 2004 by Tom Sawyer Murphy Jr. and Barry Stuart Volpert. The firm is headquartered in Madison, New York.

Silver Oak Services Partners LLC (Silver Oak Services) is a private equity firm founded in 2005 by Gregory M. Barr and Daniel M. Gill. The firm is headquartered in Evanston, Illinois.

Terrapin Pharmacy LLC is a long-term care and specialty pharmacy that primarily serves individuals diagnosed with severe and persistent mental illness and intellectual or developmental disabilities. The company is based in Annapolis, MD and has subsidiaries in the United States. The company serves this population through high-touch distribution relationships with community-based behavioral health agencies and long-term care facilities, enabling improved medication adherence and care management for complex and costly patient populations. The company was founded in 2012 by Joel Feldman.

The WindAcre Partnership LLC (TWP) is an independent registered investment advisor and hedge fund manager headquartered in Houston, Texas. The firm was founded by Snehal Amin in 2013. TWP provides investment advisory services to private investment funds. The Fund's investors may include, but are not limited to, fund of funds, institutions, businesses, pensions, trusts, government entities and individuals meeting certain net worth requirements.

Route One Investment Co. LP (Route One) is an independent registered investment advisor and hedge fund manager headquartered in San Francisco, California. Route One was founded in 2010 and serves exclusively as the investment adviser to various investment funds.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.