|
4926
|
Ribbit Bullfrog GP II
Palo Alto,
California
|
$179M
|
+$40.1M
|
+29%
|
13.8%
|
–
|
4
|
0%
|
|
|
4927
|
Soundmark Wealth Management
Kirkland,
Washington
|
$179M
|
+$12.2M
|
+7%
|
4.41%
|
17.2%
|
62
|
8.06%
|
|
|
4928
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$179M
|
+$10.7M
|
+6%
|
5.06%
|
70.1%
|
69
|
23.19%
|
|
|
4929
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$179M
|
-$19.5M
|
-10%
|
2.96%
|
105%
|
95
|
29.47%
|
|
|
4930
|
First Dallas Securities
Dallas,
Texas
|
$179M
|
+$9.74M
|
+6%
|
6.86%
|
134%
|
129
|
11.63%
|
|
|
4931
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$179M
|
+$24.1M
|
+16%
|
9.84%
|
201%
|
43
|
25.58%
|
|
|
4932
|
|
$179M
|
-$72.2K
|
-0%
|
7.3%
|
93.8%
|
41
|
9.76%
|
|
|
4933
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$179M
|
+$10.3M
|
+6%
|
5.02%
|
–
|
57
|
3.51%
|
|
|
4934
|
VitalStone Financial
Shavano Park,
Texas
|
$179M
|
+$57.8M
|
+48%
|
1.56%
|
–
|
1,099
|
29.39%
|
|
|
4935
|
Level Financial Advisors
East Amherst,
New York
|
$179M
|
+$12.5M
|
+7%
|
3.31%
|
41.5%
|
289
|
16.61%
|
|
|
4936
|
Marshall & Sullivan
Seattle,
Washington
|
$179M
|
+$13.9M
|
+8%
|
8.6%
|
82%
|
39
|
2.56%
|
|
|
4937
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$179M
|
+$14.9M
|
+9%
|
6.74%
|
65.2%
|
994
|
11.57%
|
|
|
4938
|
IA Venture Strategies Fund II
New York
|
$179M
|
-$112M
|
-38%
|
2.54%
|
375%
|
2
|
0%
|
|
|
4939
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$179M
|
+$4.23M
|
+2%
|
6.49%
|
73.5%
|
75
|
5.33%
|
|
|
4940
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$179M
|
+$25.8M
|
+17%
|
8.94%
|
93.6%
|
33
|
3.03%
|
|
|
4941
|
Pinpoint Asset Management
Hong Kong
|
$179M
|
-$195M
|
-52%
|
3.73%
|
185%
|
92
|
65.22%
|
|
|
4942
|
Amtrust Financial Services
New York
|
$179M
|
-$13.5M
|
-7%
|
5.48%
|
53.8%
|
19
|
21.05%
|
|
|
4943
|
Kaizen Capital Partners
Central,
Hong Kong
|
$179M
|
+$9.5M
|
+6%
|
8.45%
|
–
|
10
|
60%
|
|
|
4944
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$179M
|
+$8.53M
|
+5%
|
4.76%
|
47.6%
|
151
|
12.58%
|
|
|
4945
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$179M
|
+$12.4M
|
+7%
|
8.07%
|
81.1%
|
84
|
8.33%
|
|
|
4946
|
Running Point Capital Advisors
El Segundo,
California
|
$179M
|
+$13.5M
|
+8%
|
5.72%
|
52.1%
|
157
|
9.55%
|
|
|
4947
|
Bond Capital Management
San Francisco,
California
|
$179M
|
-$4.99M
|
-3%
|
0.79%
|
28.9%
|
5
|
0%
|
|
|
4948
|
Omega Fund Management
Boston,
Massachusetts
|
$178M
|
+$25.2M
|
+16%
|
35%
|
112%
|
14
|
14.29%
|
|
|
4949
|
LSP Investment Advisors
New York
|
$178M
|
+$323K
|
+0.2%
|
4.06%
|
104%
|
26
|
19.23%
|
|
|
4950
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$178M
|
+$27.1M
|
+18%
|
8.74%
|
70.8%
|
59
|
42.37%
|
|