Bruce Arella

Orion Constellation Partners LLC operates as an investment fund. The company is a diversified fund of hedge funds, which was formed to institutionalize and scale the investment fund management. The company was established in November 2006 and is headquartered in New York, NY.

Franklin Madison Group LLC provides financial security services for individuals and families by delivering insurance products. It specializes in the distribution, marketing and administration of insurance products. The company was founded in 1979 and is headquartered in Franklin, TN.

GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.

Founded in 2013, Robertson Stephens Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm is a subsidiary of Robertson Stephens LLC. They provides investment advisory services to individuals, including high net-worth individuals and families, and associated trusts, estates, family offices, charitable organizations, pension and profit sharing plans, and other legal entities.

Unity International Group, Inc. provides information technology and telecommunications services. It offers electrical construction, mission critical systems, data and telecommunication construction, and maintenance services. The company was founded in 1947 and is headquartered in Flushing, NY.

The Ardent Cos. LLC provides real estate investment and asset management services. It offers residential real estate, commercial real estate, and ardent lending. The company was founded by Matthew Shulman in 2012 and is headquartered in Atlanta, GA.

Claybrook Capital LLC (Claybrook) is a wealth management firm headquartered in Wellesley, Massachusetts. The firm was co-founded by Jerry A. Nigro and Bruce Arella in 2016. They were acquired in 2023 by Lido Advisors LLC. Claybrook offers wealth management and related advisory services to individuals, high-net-worth individuals, trusts, estates and small business owners.

Mill Point Capital LLC (Mill Point Capital) is private equity firm founded in 2013 by Michael Duran. The firm is headquartered in New York.

WE Family Offices Holdings LLC provides financial services. Maria Elena Lagomasino has been the CEO of the American company since 2013.