Christopher C. Lanza

Datum One Series Trust operates as a pooled investment company, which has created and issued shares in one or more series. The company is headquartered in Chicago, IL.

Ultimus Fund Solutions LLC provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. Ultimus Fund Solutions was founded in 1999 by Bob G. Dorsey, Mark Seger, and John Splain, and is based in Cincinnati, OH. The company's services include portfolio administration and accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing, and distribution support. Ultimus Fund Solutions helps investment managers launch and operate successful ETFs, and provides tax reporting services to funds, co-investment entities, general partners, and management companies. The company also offers outsourcing management company administration services solutions, which reduce the resources needed to support an in-house accounting team. The company has subsidiaries in the United States and Russian Federation. Gary Tenkman has been the CEO of the company since 2014.

Constant Energy Capital Management, Inc. engages in provision of renewable electricity generation and storage investment platform. It specializes in development, direct financing, construction and asset management of private power projects. The company was founded by Franck Constant in 1995 and is headquartered in Falmouth, ME.

Akumina, Inc. engages in development of digital engagement software. It offers modern intranet software, online collaboration engine, enterprise communications platform, digital workplace, intranet content management system and enterprise native mobility services. The company was founded by Edward J. Rogers and Steven Sherkanowski in 2011 and is headquartered in Nashua, NH.

Spurwink Services provides mental health services. It offers behavioral health and education services for children, adults, and families. The company was founded in 1960 and is headquartered in Portland, ME.

Rallyday Partners LLC (Rallyday Partners) is a private equity firm founded in 2018 by Mark Hopkins and Travis Conway. The firm headquartered in Denver, Colorado.

QCM Cayman Ltd. (QCMC) is a registered hedge fund manager headquartered in Houston, Texas. The firm was founded in 1998 and they are a subsidiary of Quantlab Financial LLC, which is owned by Quantlab Group LP. QCMC provides investment advisory services to pooled investment subsidiaries operating as private investment Partnerships.

BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA.

Buckeye State Bank engages in banking solutions. It offers a range of services such as personal and business savings, checking, personal loans, master debit card, credit cards; loans and credit such as home mortgage, equity line of credit, auto loans, commercial real estate, small business administration, E-services and tools; and others. The company was founded on January 3, 2014 and is headquartered in Powell, OH.

Part of Foreside Financial Group LLC, Cipperman Compliance Services LLC provides compliance services. The company is based in Wayne, PA. Cipperman Compliance Services was acquired by Foreside Financial Group LLC on April 07, 2022. The company was founded by Todd Cipperman.

Flowstone Opportunity Fund, a fund of funds, invests across the globe in venture capital, buyout and mezzanine funds.

CCO Technology LLC develops technology software to automate repetitive compliance tasks and organize documents. Its products include Securities and Exchange Commission filing manager; compliance calendar; document manager; risk assessment tool; policies and procedures manual; and annual report tool. The company was founded by Bo Howell, Alec Cheung, Dina Tantra, and Mark Baltimore and is headquartered in Cincinnati, OH.

The Women's Fund of Central Ohio is a public foundation that focuses on gender equity. The Women's Fund of Central Ohio is based in Columbus, OH. The non-profit company invests in women and girls through trust-based investments, groundbreaking research, and intersectional advocacy. The company's mission is to transform the lives of women and girls by mobilizing social change. The company has invested over $4.30 million in social change programs that help women and girls build wealth and become leaders. The company was founded in 2001 by Loann Crane, Sally Crane Cox, Ann Pizzuti, Stephanie Hightower, Judy Garel, Jody G. Scheiman, Cathe Chapin Kobacker, Kathy Ransier, Melodee Kornacker, Nancy Jeffrey, Barbara Fergus, Emily Rutherford, Mary Lazarus, Carol Andreae, Sharon Cameron. The CEO is Kelley Griesmer.

At UMB Fund Services, they recognize the unique challenges clients face. Their goal is to leave clients free to focus on client's primary goals: investment performance and growing assets under management. Having confidence in Client's back office will enhance client's ability to deliver on these goals. Their cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience the kind clients expect and deserve. In today's marketplace, clients need more than a provider; clients need a partner that recognizes they are a critical part of how clients do business and treats client's business as if it were their own. That's how they do business at UMB Fund Services, and how they deliver on their brand promise.

A3 Alternative Credit Fund is a non-diversified, closed-end management investment company that is operated as an interval fund. Its investment objective is to seek total return through investments that offer regular income or the potential for price appreciation. The company was founded on May 9, 2019 and is headquartered in Denver, CO.

Part of PennyMac Financial Services, Inc., PNMAC Capital Management LLC is a company that provides investment advisory services. The company is based in Westlake Village, CA. The company was founded by Stanford L. Kurland. The CEO is David A. Spector.

Alpha Core Strategies Fund acts as a closed-end, diversified management investment company. The Fund’s investment objective is to achieve risk-adjusted rates of return through investment in a diversified portfolio of assets. It operates as a “Fund-of-Funds” investing, either directly or indirectly, in a group of funds or other pooled investment vehicles (Sub-Funds) managed by investment advisers selected by the Fund’s investment manager. The Fund seeks to provide investors with exposure to alternative investment strategies by investing in diversified markets and instruments. The company is headquartered in Chicago, IL.

Foreside Fund Officer Services LLC provides investment services. The private company is based in Columbus.

Foreside Management Services LLC provides management and administrative services. The private company is based in Portland, ME.

ClearPoint Investment Partners LLC (Clearpoint Investment Partner) is a private equity firm founded in 2014 by Carty Y.K. Chock and Ingrid Mazul. The firm is headquartered in San Mateo, California.

9101-6394 Québec, Inc. operates as a beach club. It offers locker rental, food, rental for wakeboards and equipment, and beverages. The company was founded in 1995 and is headquartered in Pointe-Calumet, Canada.

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Franklin BSP Private Credit Fund operates as a non-diversified close-ended fund. It aims to invest in private credit investments in middle market companies. The company was founded on November 12, 2019 and is headquartered in New York, NY.

Scp Private Credit Income Bdc LLC engages in the sourcing, underwriting, and managing a diverse portfolio of private senior secured loans primarily to upper middle market companies. It also invests a portion in healthcare companies. The company was founded on May 18, 2018 and is headquartered in New York, New York.

SIH ACA Topco LP is a governance, risk, and compliance advisor in financial services. SIH ACA Topco is based in New York, NY and has subsidiaries in the United States. The company empowers clients to reimagine GRC and protect and grow their business by integrating advisory, managed services, and distribution solutions with their ComplianceAlpha® regulatory technology platform. The company has a team of former regulators and practitioners with a deep understanding of the regulatory landscape. The company was founded in 2002, and Patrick Michael Olson has been the CEO of the company since 2023.

Alaric Compliance Services LLC engages in the provision of compliance advice and services. Its solutions include investment services, investment companies, business development companies, private fund managers, broke-dealers, Turnkey solutions, and technology solutions. The company was founded in 2004 and is headquartered in New York, NY.