Nick Taylor

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

abrdn Investments Ltd. (aIL) is an asset management firm headquartered in Midlothian, UK. The firm was founded in 1987 and formerly known as Aberdeen Asset Managers Ltd. They are a wholly-owned subsidiary of abrdn Holdings Ltd., wholly-owned by abrdn Plc (LON: ABDN). aIL provides their clients with discretionary and non-discretionary asset management and related services across a broad range of investment strategies and asset classes. They also offer an alternative platform which encompasses multi-manager research, selection and portfolio management for hedge funds strategies.

Brown Investment Advisory & Trust Co. provides fund management services. It serves high net worth individuals and institutions. The firm manages accounts for individuals, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, family office, executives, foundations, trust services and state or municipal government entities. The company was founded in 1993 and is headquartered Baltimore, MD.

Baillie Gifford & Co. is an independent, global investment management firm headquartered in Edinburgh, UK. The firm was founded in 1908 and is wholly-owned by their partners. Baillie Gifford manages assets for pension funds, institutions, corporates, foundations, charities and retail investors.

HSBC Global Asset Management (Hong Kong) Ltd. (HSBC-GAM HK) is the wholly-owned asset management subsidiary of The HongKong & Shanghai Banking Corp. Ltd. and is indirectly owned by HSBC Holdings Plc (LON: HSBA, ADR: HSBC.PRA) in Great Britain. Headquartered in Hong Kong, the firm originated in 1973 as a banking branch and became part of HSBC Asset Management in 1994. The current firm, formerly known as HSBC Investments (Hong Kong) Ltd., was founded in 2005 when the group's investment management business was reorganized. HSBC-GAM HK provides investment management services to corporate clients, private individuals and institutions.

Brown Advisory Securities LLC is a full-service brokerage firm headquartered in Baltimore, Maryland and was founded in 1998. They are a subsidiary of Brown Advisory Management LLC. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Brown Advisory, Inc. provides investment and advisory services. It specializes in investment management, strategic advisory, wealth management, and private equity. The firm provides services to individuals, families, institutions, and corporations. The company was founded in 1993 and is headquartered in Baltimore, MD.

Circle N Advisors LLC (Circle N) is an independent, SEC-registered investment advisor headquartered in Fishkill, New York. The firm was founded in 2015 as is a NSB Advisors LLC. Circle N provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations as well as corporations and business entities.

GAM London Ltd. is a mutual fund management firm headquartered in London, UK. The firm was founded in 1966 and is a subsidiary of GAM (UK) Ltd., which is owned by GAM Holding AG (SWX: GAM; OTCMKTS: GMHLF) in Switzerland. GAM London provides a range of investment management services such as single manager funds, funds of hedge funds, discretionary portfolio management and structured investments, to private clients, charities, family offices, and institutional investors.

Findlay Park Partners LLP (FPP) is an independent investment management firm headquartered in London, UK. The firm was founded in 2002 to take over the investment management business of Findlay Park Investment Management Ltd., established in 1997 by James Findlay, Charles Park and Anthony Kingsley. FPP manages the Findlay Park American Fund, an actively managed portfolio, comprised primarily of US equities.

Castlefield Investment Partners LLP (Castlefield) is the investment management subsidiary of Castlefield Partners Ltd. in Great Britain. Established in 2002, the firm is based in Manchester is a specialist investment manager for institutional investors, primarily charities and group pension schemes. The firm operates under the trading name Castlefield Investments and manages the Castlefield Premier family of funds.

Sanford C. Bernstein Ltd. is a securities brokerage firm headquartered in London, UK. They are a subsidiary of Alliancebernstein Corp. of Delaware, ultimately held by Equitable Holdings, Inc. (NYSE: EQH) in the US. Founded in 1999, the firm provides fundamental research and full service execution services to institutional clients globally. They offer bottom-up coverage and portfolio strategies supported by sophisticated quantitative tools.

Johns Hopkins Medicine, Inc. owns and operates hospitals. It offers health care services in the areas of burn and wound care, cardiac surgery, cardiology, endocrinology, gastroenterology, gynecology/obstetrics, innovation in quality patient care, internal medicine, nephrology, neurology, neurosurgery, oncology, orthopedic surgery, otolaryngology-head and neck surgery. The company was founded by Johns Hopkins in 1997 and is headquartered in Baltimore, MD.

The Wills Group, Inc. provides petroleum products and services. It offers fuels, such as auto gas, clear kerosene, diesel exhaust fluids, dyed kerosene, fuel oil, gasoline, on-road diesel, off-road diesel, propane, and lubricants. The company was founded in 1926 and is headquartered in LaPlata, MD.

The Greater Baltimore Committee is an organization focused on advancing the economic and civic progress of the Baltimore region. The Greater Baltimore Committee is based in Baltimore, MD. The non-profit company has recently released a multi-year agenda to develop a ten-year economic strategy, build consensus for the region's economic future, and amplify the region's dynamic assets. The company also aims to advance Baltimore's transit future campaign and better connect communities through major infrastructure investments. The organization partners with economic, community, and development leaders to ensure strategic investments in the region are successful. Mark Anthony Thomas has been the CEO of the company since 2022.

Part of Raglan House Holdings Ltd., Waterfront Partnership is a British company that specializes in transport, regeneration, local government, and planning for regional, national, and international clients. The company is based in London, UK. Waterfront Partnership was acquired by Freshwater UK Plc, part of Raglan House Holdings Ltd. from January 25, 2019 on December 03, 2007.

Baltimore Community Foundation manages charitable funds. It works in partnership with other foundations, public agencies and the business sector, bringing a consistent voice of leadership to critical civic issues. It has assets of $194 million, which comprises more than 500 different charitable funds. Baltimore Community Foundation was founded in 1972 and is located in Baltimore, MD

Tate Engineering Systems, Inc. provides mechanical equipment and systems. It offers energy savings and green solutions for mechanical systems, which include boilers; heating, ventilation, and air conditioning; air compressors; pumps; and filtration systems. The company was founded by William J. Tate in 1924 and is headquartered in Baltimore, MD.

Associated Black Charities, Inc. provides social supporting services. The firm provides grants to non-profit organizations in support of projects and initiatives that work toward health and wealth outcomes for people, families and children. The company was founded in 1985 and is headquartered in Baltimore, MD.

Johns Hopkins HealthCare LLC provides health care services for four health plans: Priority Partners Managed Care Organization, Johns Hopkins Employer Health Programs (EHP), Johns Hopkins US Family Health Plan (USFHP) and Johns Hopkins Advantage MD (Advantage MD). The company is headquartered in Glen Burnie, MD.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. They are a subsidiary of Brown Advisory Management LLC. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. Brown Advisory provides investment management services to institutional and private clients.

Johns Hopkins University Applied Physics Laboratory LLC is a not-for-profit center for engineering, research, and development. It offers services in air and missile defense, civilian space, cyber operations, homeland protection and national security analysis. The organization was founded in 1942 and is headquartered in Laurel, MD.

Brown Advisory Group Holdings LLC provides investment services. The company was founded in 2015 and is headquartered in Baltimore, MD.

1251 Capital Group, Inc. provides financial services. It offers asset management and insurance. The company was founded by Charles A. Brizius and Michael A.R. Wilson and is headquartered in Boston, MA.

Brown Advisory Investors 2016 - Yukon III (QP) LLLP operates as a pooled investment fund. The company is headquartered in Baltimore, MD.

Sicut Enterprises Ltd. is a sustainable infrastructure products supplier based in the UK. The British company offers composite railway sleepers made from recycled plastics that have been tested and installed worldwide. Sicut's products are manufactured from unique technologies developed by Rutgers, the State University of New Jersey, USA, and are exclusively licensed to Sicut worldwide. The private company's products offer proven performance, significantly better value, and a high-quality solution to a range of current and future risks facing infrastructure asset owners, especially in the rail sector. The CEO of the company is William Mainwaring.

Part of Brown Advisory, Inc., Axiom Direct Investors LLC operates as a private equity fund. The company is based in Baltimore, MD. The CEO of the company is Michael David Hankin.

NextGen Pluto LLC, a special purpose vehicle formed to make investment in Pluto Health Inc.

Nextgen Sunroom LLC, a special purpose vehicle formed to make investment in B&Z Homes, Inc.

NextGen Turtlehealth LLC, a special purpose vehicle formed to make investment in Turtle Health Inc.