Daniel Hartz

Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities.

Backstrom McCarley Berry & Co. LLC provides securities brokerage services.

Asia Alternatives Management LLC ( Asia Alternatives Management) is a private equity subsidiary of Asia Alternatives Advisor (Hong Kong) Ltd. founded in 2005 by Melissa J. Ma and Laure L. Wang. The firm is headquartered in San Francisco, CA.

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.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Hailiang Group Co., Ltd. is a holding company that engages in the following industries: Copper processing, Real estate construction, Ecological agriculture, Basic education, and Industrial finance. The company was founded on August 9, 1996 and is headquartered in Shaoxing, China.

Masdar (Masdar) is a private equity subsidiary of Abu Dhabi Future Energy PJSC founded in 2006. The firm is headquartered in Abu Dhabi, United Arab Emirates.

EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.

Ballou Plum Wealth Advisors LLC provides investment advice. It services includes investment management, financial independence planning, risk management, insurance needs and tax estate planning. The company was founded in 1998 and is headquartered in Lafayette, CA.

Part of Shawcor Ltd., Scotia Automated Inspection Services Ltd. is a British company that provides Non Destructive Testing (NDT) services. The company is based in Alness, UK. Scotia Automated Inspection Services was acquired by Shawcor Ltd. on April 23, 2014.

Citigroup Global Markets Ltd. (Investment Management) (CGML-IM) is the investment management division of UK-based Citigroup Global Markets Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. The firm was founded in 1983 as Stockrobe Ltd. Headquartered in London, CGML-IM provides consumers, corporations, governments and institutions with a broad range of financial services and products.

Coughlin Capital LLC (Coughlin Capital) is a private equity firm founded in 2007 by Carl Coughlin, Francis Coughlin and Kevin Coughlin. The firm is headquartered in Corte Madera, California.

Manhattan Venture Partners LLC (Manhattan Venture Partners) is a venture capital subsidiary of Manhattan Venture Holdings LLC founded in 2014 by Jared Carmel and Evan Haymes. The firm is headquartered in New York City.

Eldridge Industries LLC (Eldridge Industries) is a venture capital/private equity firm founded in 2015 by Duncan Bagshaw, Todd L. Boehly and Tony Minella. The firm is headquartered in Greenwich, Connecticut.

PT Bintang Smelter Indonesia engages in the exploration, development, production, smelting, and marketing of nickel ore. The private company is based in Jakarta Pusat, Indonesia. The Indonesian company was founded in 2013, and Muhammad Ishaq has been the CEO of the company since 2022.

PT Fajar Mining Resources engages in mining, exploration, development and sales of nickel ore. The company is headquartered in Jakarta, Indonesia.

Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP.

IFC Venture Capital (IFC Venture) is a venture capital firm, subsidiary of International Finance Corp, founded in 2010 and headquartered in Washington, District of Columbia.