Tim Anderson

Berry Plastics Holding Corp. manufactures and distributes injection-molded plastic products. It makes three types of products containers, closures, and consumer products such as plastic drink cups and house wares. The firms products include over caps for aerosol cans, mouthwash, and detergent containers. The company was founded in 1967 and is headquartered in Evansville, IN.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Rainier Investment Management LLC (Rainier) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1989 and in December 2017, they became a wholly-owned subsidiary of Manning & Napier Group LLC, which is owned by Manning & Napier, Inc. (NYSE: MN). Rainier provides portfolio management services to corporations, foreign corporations, registered investment companies, collective investment trusts, foreign funds such as UCITs, and other US and international institutions.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Hall Capital Partners LLC (HCP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kathryn Hall in 1994. HCP advises on and manages multi-asset class portfolios for families, endowments, foundations, and other clients.

Trumpet Search LLC provides healthcare services. The firm's services include in-home behavior management consultation, assessment, home program designing, behavior plan development, parent coaching and support, parent education programs, practical advice for solving childhood behavioral problems, early intervention, language assessment, functional communication training, and social skills programs. It offers behavior treatment services for children and adults with autism spectrum disorders. The company was founded in 2008 and is headquartered in Lakewood, CO.

Fiduciary Investment Management International, Inc. (FIMI) is a wealth management firm headquartered in Washington, DC. The firm was founded in 1998 and is a subsidiary of Fiduciary International Holding, Inc., ultimately owned by Franklin Resources, Inc. (NYSE: BEN). FIMI provides investment advisory and portfolio management services to registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

CM Equity Partners (CMEP) is a private equity firm, a subsidiary of Carl Marks & Co., Inc. founded in 1994 by Peter M. Schulte and Joel R. Jacks. The firm is headquartered in New York.

Stonehenge Capital Co. LLC is a national specialty finance company and venture capital firm headquartered in Baton Rouge, Louisiana. The firm was founded in 1999 by the executive management and key professionals of Banc One Capital Markets as a spin-off from Bank One. Stonehenge Capital Co. manages several regionally-targeted private equity and mezzanine investment funds through offices in Alabama, Colorado, Florida, Louisiana, Missouri, New York, Ohio, Texas and Wisconsin.

PlayPower, Inc. operates as an integrated manufacturer of commercial recreational and leisure products. It manufactures commercial playground equipment, floating dock systems, and lifts. The firm offers traditional wooden play equipment, soft contained play systems, free standing swings, slides climbers and riders, outdoor fitness equipment, and floating boat lifts. It's brands deliver manufacturing capabilities in rotational molding, metal fabrication and finishing, woodworking, soft goods assembly, fiberglass molding, and rope design and engineering. The company was founded in 1993 and is headquartered in Huntersville, NC.

Pro Mach, Inc. engages in the provision of packaging machinery solutions. It serves the food, beverage, pharmaceutical, personal care, and household and industrial goods industries. The company was founded in 1998 and is headquartered in Covington, KY.

HCP & Co. (HCP) is a private equity firm founded in 2003 by Victor L. Maruri and Carlos L. Signoret. The firm is headquartered in Chicago, Illinois.

American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC.

Montefiore Medical Center engages in the provision of healthcare, clinical and surgical services. It offers treatments including cardiology and cardiac surgery, cancer care, tissue and organ transplantation, children’s health, women’s health, surgery and the surgical subspecialties. The company was founded in 1884 and is headquartered in Bronx, NY.

Covalence Specialty Materials Corp. manufactures rubber and plastic products. It produces a wide range of products, including polyethylene-based plastic films, industrial tapes, medical specialties, packaging, heat-shrinkable coatings and specialty laminates. The firm also produces trash bags, duct tape and niche laminated and coated products. The company is headquartered in Bedminster, NJ.

Lakeview Equity Partners LLC (Lakeview Equity Partners) is an Independent Private Equity firm. The firm is founded in 2005 by W. Kent Velde. It is headquartered in Wisconsin, US.

LS Research LLC manufactures wireless and radio frequency products. Its products include embedded wireless modules, wifi plus Bluetooth modules, wi-fi modules, zigbee/ISM modules, tiwiconnect ioT platform, antennas and accessories. The company was founded in 1980 and is headquartered in Cedarburg, WI.

NEPS LLC provides communications management solutions and services. The firm provides technology solutions, information design disciplines, and print systems expertise that enables healthcare organizations to address the challenging demands of the healthcare industry. It also offers a suite of output management solutions that enable organizations across various industries to cost-effectively manage, print, fax, email, and archive on-demand specialty labels, forms and other documentation. The firm serves the financial services, insurance, managed care, clinical care, public sector and automotive industries. The company was founded by Denise Miano and Jim Iacomino in 1988 and is headquartered in Salem, NH.

Instrument Development Corp. provides engineering products and services. It manufactures ultra-precision machined components for defense and aerospace industries. The firm offers turning, milling, grinding, reaming, drilling and wire EDM services. The company was founded by Kevin B. Sinnett and Jon A. Sinnett in 1987 and is headquartered in Mukwonago, WI.

Offit Capital Advisors LLC (Offit Capital) is an independent, SEC-registered investment adviser headquartered in New York City. The firm was founded by Morris Offit in 2017. Offit Capital provides customized investment advisory services to wealthy individuals, multi-generational families, endowments and foundations.

Trumpet Behavioral Health LLC provides applied behavior analysis therapy for autism and related developmental disorders. It offers in-home behavior management consultation, assessment, home program design, behavior plan development, parent coaching and support, intensive behavioral and educational support, insurance-reimbursed, functional behavior assessment, program design and development. The company was founded by Lani Fritts and is headquartered in Lakewood, CO.

Altura Capital Group LLC is an American company that specializes in small and lower-middle markets with an emphasis on investments in low- and moderate-income businesses, and those with diverse ownership. The private company is based in Coral Gables, FL, and has subsidiaries in the United States. The company focuses on the consumer products, business services, specialty manufacturing, and healthcare industries. Altura Capital has pioneered a winning platform to drive social impact and investment returns by developing an ecosystem of entrepreneurs, executive operating partners, investors, advisors, and corporations working together to provide the capital and expertise needed to grow companies in lower and middle-income and diverse communities. Monika Mantilla has been the CEO of the company since 2005.

Michigan Institute of Aeronautics, Inc. operates as an aeronautics college. It offers aviation programs, energy programs, HVACR technician, electro-mechanical technology, welding technology, and high school program. The company was founded by Lee R. Koepke in 1969 and is headquartered in Canton, MI.

Milwaukee Art Museum, Inc. operates as a public museum. It collects and preserves antique and present-day works, american & european art, contemporary art and american decorative arts. The company was founded in 1888 and is headquartered in Milwaukee, WI.

The Educational Alliance, Inc. provides educational services for poor children. Its education program includes arts and culture, health and fitness, early childhood, camps, youth development, adults, drug prevention and treatment services, and employment services. The company was founded in 1889 and is headquartered in New York, NY.

OCA LMMI IV Segregated Portfolio provides investment advisory services. The company is headquartered in Grand Cayman, Cayman Islands.