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Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts.

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

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.

Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.

Pixar, Inc. produces digital animation motion pictures. The firms animation studios combine creative and technical artistry to create original stories in the medium of computer animation. Its computer animation studio creates a new generation of animated feature films, merchandise and other related products. The company was founded by Edwin E. Catmull on February 3, 1986 and is headquartered in Emeryville, CA.

Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

Empowered Funds LLC (do-business-as ETF Architect) is a registered investment advisor headquartered in Havertown, Pennsylvania. The firm was founded by Wesley R. Gray in 2013 and is owned by Alpha Architect LLC, which is a subsidiary of Empirical Finance LLC. ETF Architect offers investment management services through Exchange-Traded Funds (ETFs) and Separately Managed Accounts (SMAs).

Alpha Architect ETF Trust is an open-end management investment company consisting of multiple investment series. Alpha Architect was founded on October 11, 2013 and is headquartered in Pennsylvania, United States.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, 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.

Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts.

Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA.

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.

Caribbean Financial Group Inc. is a finance services company. It is engaged in offering unsecured personal loans, retail sales finance, and related credit insurance services. The company was founded in December 2006 and is headquartered in Guaynabo, Puerto Rico.

Serengeti Asset Management LP (Serengeti) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Joseph LaNasa III in 2007. Serengeti provides investment advice to and manages a number of private pooled investment vehicles and other asset managers for institutional and other investors. Beneficial owners of asset managers may include institutions, pension plans, high net-worth individuals and other sophisticated investors.

Part of Century Properties, Inc., Century Properties Management, Inc. provides real estate, property leasing, building management, and consultancy services. The company is based in Makati, Philippines.

BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies.

Radial Equity Partners LLC (Radial Equity Partners) is a private equity firm founded in 2018 by Phil Carpenter. The firm is headquartered in New York.

Caerus Ventures LLC (Caerus Ventures) is a venture capital firm founded in 2011 by Gregory C. Borchardt, Brodi D. Jackson, and James C. Holmes. The firm is headquartered in West Palm Beach, Florida.

Century Properties, Inc. provides real estate, property management and leasing, and consulting services. The firm is involved in the development, marketing, and sale of residential, office, medical, and retail properties, as well as in the management of residential and commercial properties. The company was founded in 1983 and is headquartered in Makati, Philippines.

Part of Century Properties, Inc., Century Limitless Corp. is a Filipino real estate development company that specializes in developing residential buildings, hotels, malls, and commercial properties. The company is based in Makati, Philippines.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Empirical Finance LLC, also known as alpha architect, is an asset management firm that specializes in high-conviction value and momentum factor exposures. The private company is based in Havertown, PA and has subsidiaries in the United States. The company aims to avoid "closet-index" factor exposures. The company was founded in 2010 by Wesley Robert Gray, who has been the CEO since 2010.

Part of Empirical Finance LLC, Alpha Architect LLC is a veteran owned and operated asset management firm based in Havertown, PA. Alpha Architect is the market leader for ETF operations and partners with advisers, ETF sponsors, mutual fund managers, and industry veterans to launch ETFs. The company focuses on high-conviction value and momentum factor exposures, as opposed to "closet-index" factor exposures. The company was founded in 2010 and the CEO is Wesley Robert Gray.

Exeter Capital (Exeter Capital) is a private equity firm founded in 2019 by Steven J. Collins, Christopher J. Doubrava, Julia Adam and Steven M. Tadler. The firm is headquartered in Massachusetts, Boston.

Daasity, Inc. provides information technology services. The firm offers data analytics, data integration, e-commerce, and marketing analytics services. The company was founded by Daniel LeBlanc, Sean Corson and Chris L. Shimojima and is headquartered in San Diego, CA.

Advent Global Opportunities Management LLC (Advent Global Opportunities) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 2014 as Sunley House Capital Management LLC. They are a wholly-owned subsidiary of Advent International Corp. Advent Global Opportunities provides investment advisory services to pooled investment vehicles.