|
5001
|
Meritech Capital Associates V
Palo Alto,
California
|
$283M
|
+$43.5M
|
+18%
|
19.5%
|
133%
|
2
|
0%
|
|
|
5002
|
Members Advisory Group
Williamsville,
New York
|
$283M
|
+$16.7M
|
+6%
|
6.94%
|
70.6%
|
41
|
14.63%
|
|
|
5003
|
Bank OZK
Little Rock,
Arkansas
|
$283M
|
+$21.9M
|
+8%
|
7.61%
|
112%
|
152
|
7.24%
|
|
|
5004
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$283M
|
+$14.7M
|
+5%
|
11%
|
53.8%
|
82
|
4.88%
|
|
|
5005
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$282M
|
+$16.6M
|
+6%
|
5.87%
|
50%
|
59
|
1.69%
|
|
|
5006
|
Consolidated Capital Management
Burbank,
California
|
$282M
|
+$5.61M
|
+2%
|
7.09%
|
159%
|
55
|
16.36%
|
|
|
5007
|
Elmwood Wealth Management
Berkeley,
California
|
$282M
|
+$30M
|
+12%
|
5.46%
|
37.6%
|
144
|
13.19%
|
|
|
5008
|
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
|
$282M
|
-$5.11M
|
-2%
|
9.06%
|
–
|
3
|
33.33%
|
|
|
5009
|
Chaney Capital Management
Lynnwood,
Washington
|
$282M
|
+$27M
|
+11%
|
7.22%
|
–
|
39
|
12.82%
|
|
|
5010
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$282M
|
-$103K
|
-0%
|
5.84%
|
44.2%
|
28
|
7.14%
|
|
|
5011
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$282M
|
+$24.8M
|
+10%
|
10.5%
|
111%
|
242
|
14.46%
|
|
|
5012
|
Regents Gate Capital
London,
United Kingdom
|
$282M
|
-$1.4M
|
-0.5%
|
1.7%
|
–
|
59
|
59.32%
|
|
|
5013
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$282M
|
+$22.8M
|
+9%
|
6.57%
|
–
|
1,129
|
5.05%
|
|
|
5014
|
Bourne Lent Asset Management
Pawling,
New York
|
$281M
|
+$23.1M
|
+9%
|
12.7%
|
76.1%
|
63
|
1.59%
|
|
|
5015
|
O'Donnell Financial Services
San Rafael,
California
|
$281M
|
+$20.6M
|
+8%
|
7.27%
|
61%
|
58
|
18.97%
|
|
|
5016
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$281M
|
+$29.2M
|
+12%
|
6.04%
|
52%
|
94
|
14.89%
|
|
|
5017
|
Union Square Park Capital Management
New York
|
$281M
|
+$43.1M
|
+18%
|
14.1%
|
75.8%
|
71
|
49.3%
|
|
|
5018
|
Formula Growth
Montreal,
Quebec, Canada
|
$281M
|
+$16.4M
|
+6%
|
10.2%
|
118%
|
146
|
34.93%
|
|
|
5019
|
Townsend Asset Management
Raleigh,
North Carolina
|
$281M
|
+$4.94M
|
+2%
|
5.63%
|
77%
|
184
|
11.96%
|
|
|
5020
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$281M
|
+$17.9M
|
+7%
|
6.49%
|
53.5%
|
67
|
13.43%
|
|
|
5021
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$281M
|
–
|
–
|
6.47%
|
–
|
655
|
–
|
|
|
5022
|
LTS One Management
New York
|
$281M
|
-$133M
|
-32%
|
4.17%
|
67.9%
|
20
|
40%
|
|
|
5023
|
Global Financial Private Client
Sarasota,
Florida
|
$281M
|
+$14M
|
+5%
|
9.59%
|
90.4%
|
239
|
10.88%
|
|
|
5024
|
Forum Private Client Group
Fishers,
Indiana
|
$281M
|
+$21.2M
|
+8%
|
4.86%
|
47.9%
|
81
|
2.47%
|
|
|
5025
|
Stonehill Capital Management
New York
|
$280M
|
+$52.2M
|
+23%
|
52.9%
|
117%
|
17
|
29.41%
|
|