Christopher Wallis

Capital One Bank (USA) NA provides banking services. It offers checking accounts; credit and debit cards; loans; insurance; payment protection; phone banking; bills payment; lending; and online banking services. It provides financial products and services to consumers, small businesses, and commercial clients. The company was founded by Richard D. Fairbank on November 1994 and is headquartered in McLean, VA.

Heritage Union Services LLC provides life insurance services. Its products include SalaryShield elite, a term life insurance product, SalaryShield essential, an accidental death insurance product, and Debt Eliminator Rider, pay off credit cards, hospital bills, and other final expenses. The company was founded in July 2005 and is headquartered in Richmond, VA

Enfusion Ltd. LLC develops and operates an online portfolio and risk management platform. It offers asset management system, hassle-free zero footprint deployment, and redundant full data replication. The company was founded is headquartered in New York, NY.

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Whitley Penn LLP provides accounting services. Its services include audit, forensic litigation valuation services, risk advisory services, tax and consulting, transaction advisory services, virtual back office and whitley penn financial. The company was founded by B. Glen Whitley, Jim Penn and Mark Topel in 1983 and is headquartered in Fort Worth, TX.

Robert W. Baird & Co Inc (Private Equity) (Robert W. Baird) is a private equity division of Robert W. Baird & Co Inc formed in 1989. The firm is headquartered in Chicago, Illinois.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York.

LSCG Management Inc (LaSalle Capital) is a private equity firm founded in the year 1984 by Jeffery M. Walters and Rocco J. Martino. The firm is headquartered in Chicago, Illinois.

Harren Equity Partners LLC (Harren Equity Partners) is a private equity firm founded in 1999 by Thomas A. Carver and Hunter Reichert. The firm is headquartered in Charlottesville, Virginia with an additional office in Lauderdale, Florida.

KPMG (Singapore) provides accounting services. The private company is based in Singapore, Singapore. and has subsidiaries in Singapore.

GE Energy Financial Services Inc (GE Energy Financial Svcs) is a private equity subsidiary of GE Energy Services, Inc founded in 1991. The firm is headquartered in Boston, Massachusetts.

Jewish Community Center on the Palisades is a non-profit organization that provides programs and activities such as summer camp, health and wellness program, drama, music and dance activities, therapeutic, recreation, arts, and Judaic programs. The company is headquartered in Tenafly, NJ.

Safety Management Group of Indiana, Inc. engages in the provision of workplace safety consulting, training, staffing, program planning, and implementation services. Its services include construction, healthcare safety, utility, manufacturing, staffing, consulting, contractor safety management process, and expert witness testimony services. The company was founded in 1990 and is headquartered in Indianapolis, IN.

Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities.

Health Connect America, Inc. provides counselling services for adults, children and their families. It offers home family preservation services, intensive outpatient services (IOP), outpatient services, case management services, autism services, therapeutic day treatment and school based services, and mental health skill building. The company is headquartered in Franklin, TN.

Centaur Fund Services Ltd. engages in the provision of independent fund administration and related services to the alternative investment fund sector. The company was founded in 2009 and is headquartered in Dublin, Ireland.

Derivative Path, Inc. operates as a holding company, which engages in the development and provision of technology-led solutions to assist financial institutions, commercial end users, and buy-side clients in managing their interest rate and foreign exchange derivative transactions. It offers support services in sales, Dodd Frank compliance, operations, and hedge accounting. It operates under the DerivativeEDGE platform. The company was founded by Pradeep Bhatia and Steve Hawk in May 2013 and is headquartered in Walnut Creek, CA.

Part of WBC Holdings LP, William Blair & Co provides investment banking and asset management services.

Center For Social Dynamics LLC provides autism services. It offers diagnosis, evaluate and assess, treatment plan development, and support services. The company was founded by Pete Pallarés in 2012 and is headquartered in Alameda, CA.

Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI.

Aspiriant Risk-Managed Capital Appreciation Fund operates as a non-diversified closed-end management investment firm. It intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities. The company was founded on November 10, 2020 and is headquartered in Milwaukee, WI.

Velosio LLC engages in deploying business applications through the transformational cloud. Its solutions include Microsoft Dynamics 365, Sage, Netsuite and Microsoft Cloud. The company was founded in January 2018 and is headquartered in Dublin, OH.

Strive Medical LLC is a healthcare company based in Irving, TX that is committed to providing quality healthcare services through dedication and promptness. The company offers catheters and wound care products from leading manufacturers in the market. Strive Medical is an ACHC accredited provider contracted with Medicare, most Medicaid state programs, and many private insurance plans. The company has subsidiaries in the United States.

Lean Solutions Group is a nearshore and offshore services provider based in Coral Springs, FL. Lean Solutions Group has a highly scalable and flexible workforce of more than 9,000 employees with operations at seven satellite offices in the United States, Mexico, and the Philippines. The company partners with more than 500 U.S.-based companies and offers a range of services including staffing, technology, marketing, sales, and business process outsourcing. Lean Solutions Group also provides services in freight forwarding, transportation, and logistics. The company was founded in 2012 by Robert Cadena, who has been the CEO since then.

Castleknight Management LP is the SEC-registered investment advisor and hedge fund management subsidiary of Weitman Capital LLC. Headquartered in New York City, the firm provides investment advisory services on a discretionary basis to pooled investment vehicles intended for sophisticated investors and institutional investors.

Saudi Aramco Shell Refinery Co. operates a crude oil and natural gas refinery. It offers benzene, fuel oil, kerosene, naphtha, sulphur, mogas components, low sulphur diesel, and liquefied petroleum gas. The company was founded in 1981 and is headquartered in Jubail, Saudi Arabia.