Craig Scott Phillips

BAMCO, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1987 by Ron Baron and is a wholly-owned subsidiary of Baron Capital Group, Inc. (BCG). BAMCO provides advisory services to investment companies, the Baron Collective Investment Trusts, UCITS funds, and other pooled investment vehicles.

Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA.

CentraLite Systems, Inc. designs and supplies home automation and security products. Its products include 3-Series Devices, Azela Devices, Entrexx, JetStream and Elegance. The firm’s products allow homeowners to control lamps, lights, thermostats, and appliances at the touch of a button, increasing comfort and reducing energy costs. The company was founded by James B. Busby and James L. Busby in 1997 and is headquartered in Mobile, AL.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

ATEL 14 LLC provides equipment sales and leasing services. It was formed for the purpose of equipment financing and acquiring equipment to engage in equipment leasing and sales activities. The firm acquires investments primarily in low-technology, low-obsolescence equipment such as the operating equipment used by companies in the manufacturing, mining and transportation industries. The company was founded on April 1, 2009 and is headquartered in San Francisco, CA.

Central Asian Minerals & Resources Plc engages in the provision of mineral exploration. It focuses on development and exploitation of six Aprelevka mine license areas which operates as a gold deposits. The company was founded on October 2, 2007 and is headquartered in Douglas, Isle of Man.

ATEL 15 LLC operates as a development stage company with interests in acquiring equipment to engage in leasing and sales activities. It has acquired and intends to acquire various types of new and used equipment subject to leases and to make loans secured by equipment acquired by its borrowers. The firm's primary investment objective is to acquire investments primarily in low-technology, low-obsolescence equipment such as the core operating equipment used by companies in the manufacturing, mining and transportation industries. It will also seek investments in equipment or financing of equipment and business involving "green technologies" such as those involved in the following activities that include materials recycling, water purification, sewage treatment pollution radiation, gas and other emission treatment, solid waste management, renewable energy generation, as well as many other similar industries and activities. The company was founded on March 4, 2011 and is headquartered in San Francisco, CA.

Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds

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.

Part of Deluxe Corp., National Revenue Corp. provides a variety of checks, business and computer forms. The company is based in Columbus, OH.

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.

Part of Universal Insurance Holdings, Inc., Grand Slam LLC markets licensed souvenir pens. The company is based in Chicago, IL. Grand Slam was acquired by Universal Insurance Holdings, Inc. on October 23, 1995.

Part of Verizon Communications, Inc., National Telecommunications, Inc. is a company that provides integrated telecommunications services. The company is based in Tampa, FL. The company was founded by James Michael Mansour, James Mansour. National Telecommunications was acquired by Intermedia Communications, Inc. on April 30, 1998 for $111.78 million.

Part of Fiserv, Inc., American Creditors Bureau, Inc. is a receivables management firm. The company is based in Phoenix, AZ. American Creditors Bureau was acquired by First Data Corp., part of Fiserv, Inc. from July 29, 2019 on December 28, 1992.

Mobile Energy Systems, Inc. explores for and produces oil and gas. The private company is based in Vancouver, Canada.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL.

Gulf States Toyota, Inc. distributes new Toyota vehicles and parts. It offers sedans, minivans, sport utility vehicles and trucks. The firm serves Toyota, Scion and Lexus dealerships throughout Texas, Arkansas, Louisiana, Oklahoma and Mississippi. The company was founded by Thomas Hoyt Friedkin in 1969 and is headquartered in Houston, TX.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

PAETEC Holding LLC provides integrated broadband communications services. It offers comprehensive suite of IP, voice, data and Internet services, as well as enterprise communications management software, network security solutions, CPE and managed services. The firm’s primary business is providing business end-user customers in metropolitan areas with a package of integrated broadband communications services that encompasses data services, including internet access services and virtual private network services and voice services, including local telephone services and domestic and international long distance services. The company was founded in August 2006 and is headquartered in Fairport, NY.

The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC.

The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL.

Capital City Bank is a state chartered commercial bank. The company is headquartered in Tallahassee, FL.

Comptel/ALTS provides telecommunications services. The company is headquartered in Washington, DC.

American Red Cross Greater Houston provides emergency and other relief services. It deals with the following services: Disaster Relief and Preparedness, Assistance for Military Personnel and Families, Health and Safety Courses, and Transportation. It provides material assistance that may include feeding, shelter, clean-up kits, comfort kits, and financial assistance. The company was founded in 1916 and is headquartered in Houston, TX.

Instrumar Ltd. provides instrumar fiber system that supplies on-line product and process information. It develops and commercializes production and monitoring system for high-performance polymer fiber. The firm comprises of specialized consulting software, including Instrumar PlantView and Instrumar Reporter, which provide insight needed to optimize production, machine operations and process flow. The company was founded in 1980 by and is headquartered in St. John's, Canada.

Global Gems & Geology LLC operates as an independent geological consultancy. The company is headquartered in Golden, CO.

ATEL Institutional Venture Debt Fund LLC provides banking and financial services. The company was incorporated in 2014 and is headquartered in San Francisco, CA.

Atel Private Debt Partners II LLC provides banking and financial services. The company is headquartered in San Francisco, CA.