Andy Jones

Bel Air Investment Advisors LLC (Bel Air) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1997 and is a subsidiary of HighTower Holding LLC. Bel Air serves the specific needs and interests of wealthy individuals, families, and foundations.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments.

Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Earth Class Mail, Inc. provides online postal mail services. It offers virtual mailroom solutions to manage postal mails, such as nationwide address network, receiving item, intra-account transfer, open and scan content, electronic check deposit, shipping, storage, send to bill.com, shred and recycle, in-store pickup, registered agent, unlimited user, envelope image, document scanning, digital mail, live support, and special solutions. The firm provides online logistics services, including postal mail management, mail and parcel forwarding, and fulfillment and logistics management services. The company was founded by Ron Wiener and Michael Miles in 2006 and is headquartered in San Antonio, TX.

RightScale, Inc. provides cloud computing management solutions and services. The firm offers PlanForCloud.com, a free cloud cost management tool based on database. It products include cloud management, analytics and pricing. The company was founded by Michael Crandell and Thorsten von Eicken in 2006 and is headquartered in Santa Barbara, CA.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients.

Clearlake Capital Group LP (Clearlake Capital) is a private equity firm founded in 2006 by Steven Chang, Behdad Eghbali and Jose Feliciano. The firm is headquartered in Santa Monica, California.

Transworld Investment Holdings LLC operates as an investment holding company. The company was founded in 2018 and is headquartered in Lake Forest, IL.

RightSignature LLC designs and develops technology solutions for electronic signature. It helps professionals, small businesses, and enterprises around the world to get documents signed with secure and legally binding e-signatures. The company was founded by Daryl Bernstein, Cary Dunn and Jonathan Siegel in 2009 and is headquartered in Santa Barbara, CA.

Accel Partners Management LLP provides investment advisory services. The company was founded by Jim Swartz and Arthur Patterson in 1983 and is headquartered in London, the United Kingdom.

RightVentures is an independent venture capital firm founded by Edith Yeung in 2010. The firm is headquartered in San Francisco, California.

ELC, Inc. is a mobile, cloud and web application developer. Its products include ELC Mobile, ELC Cloud, and ELC Apps. The company was founded on May 11, 2012 and is headquartered in Stevenson Ranch, CA.

Xenon Ventures LLC (Xenon Partners) is a venture capital firm founded in 2014 by Jonathan Siegel. The firm is headquartered in Las Vegas, Nevada.

Part of N-able, Inc., Orchestra Platform Ltd. is an Irish company that provides an equity ownership platform to connect companies with their investors and employees. The company is based in Dublin, Ireland. Orchestra Platform offers tools to manage share registers, ESOPs, and investor communications, as well as engage and retain key employees. The company also provides a guide on ESOPs and an overview of what New Zealand and Australian companies need to cover for their share registers. Orchestra Platform was acquired by Engine Yard, Inc., part of N-able, Inc. from April 25, 2017.

Formagrid, Inc. provides an online tool for managing and manipulating data. The firm offers Airtable, an organizational tool that makes make data more accessible on mobile devices, by combining spreadsheets with relational databases. It give users access to information when and where they need it, by making it available both on the web and via mobile app. The company was founded by Howie Liu, Emmett Nicholas, and Andrew Ofstad in 2013 and is headquartered San Francisco, CA.

Anacapa Capital Management LLC (Anacapa Capital) is a private equity firm founded in 2010 by Jeff Stevens. The firm is headquartered in San Mateo, California.

Part of Morgan, Lewis & Bockius LLP, Riordan & McKinzie is a legal services provider. The company is based in Los Angeles, CA. Riordan & McKinzie was acquired by BMC Partners LLP, part of Morgan, Lewis & Bockius LLP from November 25, 2014 on June 25, 2003.

Asurion LLC provides consumer technology protection services. It offers mobile protection, extended warranty, and soluto services. The company was founded in 1994 and is headquartered in Nashville, TN.

ITSource Technology, Inc. provides technology and management consulting services. The firm offers information technology infrastructure engineering, management process consulting, security and network optimization, staff augmentation, recruiting, virtualization, and systems integration services. The company was founded by Brian M. Arellanes in 2006 and is headquartered in San Rafael, CA.

Postal Io, Inc. engages in the provision of sales and marketing platform. The company was founded by Erik Kostelnik and Jed Danner and is headquartered in San Luis Obispo, CA.

Exceptional Cloud Services, Inc. develops error tracking applications. The company is based in Windcrest, TX. Exceptional Cloud Services was acquired by Rackspace Technology Global, Inc. on March 28, 2013 for $17 million.