|
5551
|
First Reserve GP XIII
Stamford,
Connecticut
|
$124M
|
+$24.6M
|
+25%
|
24.6%
|
5.56%
|
1
|
0%
|
|
|
5552
|
Eagle Bay Advisors
New York
|
$124M
|
–
|
–
|
6.52%
|
78.4%
|
960
|
–
|
|
|
5553
|
Pinion Investment Advisors
Wichita,
Kansas
|
$124M
|
+$16.2M
|
+15%
|
6.79%
|
75.4%
|
150
|
8.67%
|
|
|
5554
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$124M
|
+$9.21M
|
+8%
|
5%
|
–
|
63
|
12.7%
|
|
|
5555
|
Addison Advisors
Middlebury,
Vermont
|
$124M
|
–
|
–
|
4.99%
|
50.2%
|
411
|
–
|
|
|
5556
|
Werlinich Asset Management
Stamford,
Connecticut
|
$124M
|
+$9.92M
|
+9%
|
10.8%
|
215%
|
56
|
3.57%
|
|
|
5557
|
Islay Capital Management
Lubbock,
Texas
|
$124M
|
+$2.36M
|
+2%
|
5.91%
|
66.3%
|
324
|
28.4%
|
|
|
5558
|
Gitterman Wealth Management
Edison,
New Jersey
|
$123M
|
-$31.6M
|
-20%
|
4.49%
|
33%
|
86
|
34.88%
|
|
|
5559
|
Capital CS Group
Irvine,
California
|
$123M
|
+$21.1M
|
+21%
|
15.5%
|
22.5%
|
111
|
73.87%
|
|
|
5560
|
Ponoi II Management
San Francisco,
California
|
$123M
|
-$7.18M
|
-5%
|
6.54%
|
–
|
5
|
0%
|
|
|
5561
|
Indie Asset Partners
Carmel,
Indiana
|
$123M
|
+$35.5M
|
+40%
|
6.95%
|
119%
|
132
|
12.88%
|
|
|
5562
|
Divergent Planning
Bethesda,
Maryland
|
$123M
|
+$6.17M
|
+5%
|
6.39%
|
43.3%
|
19
|
26.32%
|
|
|
5563
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$123M
|
+$11.5M
|
+10%
|
5.45%
|
55.3%
|
359
|
22.56%
|
|
|
5564
|
Lokken Investment Group
Lewes,
Delaware
|
$123M
|
+$9.84M
|
+9%
|
5.98%
|
65.3%
|
118
|
10.17%
|
|
|
5565
|
Williams Financial
North Bennington,
Vermont
|
$123M
|
+$7.24M
|
+6%
|
3.82%
|
28.5%
|
52
|
15.38%
|
|
|
5566
|
Financial Management Concepts
Winter Springs,
Florida
|
$123M
|
+$12M
|
+11%
|
7.25%
|
–
|
31
|
25.81%
|
|
|
5567
|
Robinson Value Management
San Antonio,
Texas
|
$123M
|
+$902K
|
+0.7%
|
2.77%
|
70.8%
|
72
|
16.67%
|
|
|
5568
|
Triune Financial Partners
Overland Park,
Kansas
|
$123M
|
–
|
–
|
2%
|
61.6%
|
22
|
–
|
|
|
5569
|
|
$122M
|
+$10M
|
+9%
|
7.57%
|
35%
|
93
|
5.38%
|
|
|
5570
|
Ampfield Management
New York
|
$122M
|
+$4.29M
|
+4%
|
7.16%
|
56.9%
|
29
|
72.41%
|
|
|
5571
|
Taal Capital Management
Boston,
Massachusetts
|
$122M
|
+$374K
|
+0.3%
|
4.13%
|
–
|
50
|
40%
|
|
|
5572
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$122M
|
+$5.8M
|
+5%
|
5.24%
|
53.1%
|
12
|
0%
|
|
|
5573
|
Nierenberg Investment Management Company
Camas,
Washington
|
$122M
|
-$6.45M
|
-5%
|
3.04%
|
135%
|
42
|
35.71%
|
|
|
5574
|
|
$122M
|
+$8.38M
|
+7%
|
5.87%
|
89.7%
|
89
|
6.74%
|
|
|
5575
|
Elemental Capital Partners
San Francisco,
California
|
$122M
|
+$2.36M
|
+2%
|
4.76%
|
–
|
10
|
0%
|
|