Mark David Santero

Tremont Capital Management, Inc. provided investment advice. The firm worked closely with traditional consulting firms and financial advisers to provide custom and proprietary fund of funds products for institutions, trusts and family offices. The company was founded on June 18, 1987 and was headquartered in Rye, NY.

Founded in 1984 by Howard Wohl and Lawrence Simon, Ivy Asset Management LLC is a global fund-of-hedge fund firm located in Jericho, New York with additional offices in New York City and London. They are a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK), which acquired the firm in October 2000. Ivy Asset Management offers a variety of risk-adjusted, performance-driven multi-manager products ranging from diversified proprietary fund portfolios to customized programs. The firm provides services to global institutional investors including: (1) Fortune 500 companies (2) global banks (3) multi-national insurance corporations (4) global investment banking firms (5) municipality pension plans and monetary authorities (6) Taft-Hartley plans (7) registered investment companies (8) foundations (9) endowments (10) non-profit organizations (11) professional money managers (12) high net-worth individuals and (13) private family offices.

Amvescap Plc (Georgia) provides investment management services. The company operates principally through the AIM, INVESCO, and Atlantic Trust brands. The company is headquartered in Atlanta, GA.

US Trust Corp. provides integrated wealth management solutions. It offers solutions that leverage the company's expertise in investment management, planning services, private banking and trust services. The company was founded by John Aikman Stewart in 1853 and is located in New York City, NY.

Tremont Group Holdings LLC provides investment services. It offers investment for hedge fund products and multi-manager portfolio. The company was founded in 1984 and is headquartered in Rye, NY.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

Homestead Advisers Corp. is a SEC-registered investment adviser headquartered in Arlington, Virginia. It was founded in 1990 as RE Advisers Corp. and became Homestead Advisers Corp. in 2022. The firm is a direct, wholly-owned subsidiary of Homestead Financial Services Corp. (formerly RE Investment Corp.), which is a direct, wholly-owned subsidiary of NRECA United, Inc., a holding company of the National Rural Electric Cooperative Association (NRECA). Homestead Advisers provides investment supervisory services to investment companies, employee benefit plans, pension and profit-sharing plans, corporations and other business entities. They also provide retirement planning services to individuals that participate in NRECA’s sponsored 401(k) Pension Plan or Retirement Security Plan.