Kaplan James

AEW Capital Management LP (AEW) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1981, the firm is a subsidiary of Natixis Investment Managers LP, ultimately held by BPCE SA in France. AEW provides investment advisory services to individual and institutional clients through a broad platform of separately managed accounts and open- and closed-end funds.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

Age of Learning, Inc. provides online education services. It offers a digital early learning resource that provides engaging and learning activities to young learners, families, and teachers. The company was founded by Doug C. Dohring in February 2007 and is headquartered in Glendale, CA.

Raine Ventures LLC (Raine Ventures) is a venture capital firm, a subsidiary of The Raine Group LLC founded in 2010 by Brandon Gardner, Deborah Mei, Joseph Ravitch, John Salter, and Jeff Sine. The firm is headquartered in New York.

SRI International provides contract research and development services. It is an independent, nonprofit research institute conducting client-sponsored research and development for government agencies, commercial businesses, foundations, and other organizations. The company was founded in 1946 and is headquartered in Menlo Park, CA.

McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Gryphon Investors,LLC (Gryphon Investors) is a private equity firm founded in 1995 by R.David Andrews. The firm is headquartered in San Francisco, California.

Petstore.com is an online retail store that specializes in selling pet products and providing information on pet care. The private company is based in Garden Grove, CA. Petstore.com was acquired by Ipet Holdings, Inc. from Discovery, Inc. on July 14, 2000 for $12.33 million.

USC Norris Comprehensive Cancer Center provides cancer research, treatment, prevention and education services. Its research programs include molecular genetics, epigenetics and regulation, tumor microenvironment, cancer control, translational and clinical sciences. The firm offers direct patient care through both inpatient and outpatient services. The company was founded in 1973 and is headquartered in Los Angeles, CA.

Levine Leichtman Capital Partners, Inc (LLCP) is an Independent Private Equity firm founded in 1984 by Arthur E. Levine and Lauren Beth Leichtman. The firm is headquartered in Beverly Hills.

Avista Capital Holdings LP (Avista Capital Partners) is a private equity firm founded in 2005 by Steven Webster and Thompson Dean. The firm is headquartered in New York.

Part of The National Academies of Science, the National Academy of Engineering operates as a professional membership organization. The company is based in Washington.

Pasadena Angels, Inc. (Pasadena Angels) is an angel investment firm founded in 2000 by DuWayne J. Peterson. The firm is headquartered Altadena, California.

OpenGate Capital Management LLC (OpenGate Capital) is a private equity firm founded in 2005 by Andrew Nikou. The firm is headquartered in Los Angeles, California with an additional office in Paris, France.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

USC Marshall Venture (USC Marshall Venture) is a venture capital subsidiary of USC Marshall School of Business, founded in 2018. The firm is headquartered in Los Angeles, California.

AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities.

Sway Ventures Management LLC (Sway Ventures) is a venture capital firm founded in 2013 by Brian Tyler Nugent. The firm is headquartered in San Francisco, California.

K1 Investment Management LLC (K1 Investment Management) is a venture capital firm founded by R. Neil Malik in 2011. The firm is headquartered in Manhattan Beach, California.

Muse Capital LLC (Muse Capital) is a venture capital firm founded in 2016 by Assia Grazioli-Venier and Rachel Springate. The firm is headquartered in California.

Ardian US LLC (Ardian US) is a private equity subsidiary of Ardian SA founded in 1996. The firm is headquartered in New York.

Pegasus Tech Ventures, Inc.(Pegasus Tech Ventures) is an independent Venture Capital firm founded in 2011 by Anis Uzzaman and Vitaliy Arbuzov. The firm is headquartered in San Jose, California with additional offices around the world.

Canyon Creek Capital Management LLC (Canyon Creek Capital) is a venture capital firm founded in 2010 by James B. Jordan. The firm is headquartered in Santa Monica, California.

Plus Capital Management LLC (Plus Capital) is a venture Capital firm founded in 2012 by Adam Lilling. The firm is headquartered in Marina del Rey, California.

Lightbay Management LLC (Lightbay Capital) is a private equity firm founded in 2016 by Nav Rahemtulla and Adam Lance Stein. The firm is headquartered in Los Angeles, California.

Trousdale Capital Management LLC (Numeta Capital) is a private equity firm founded in 2019 by Nima Shahian. The firm is headquartered in Los Angeles, Califorina.

Nuwa Capital Ltd (Nuwa Capital) is a private equity/venture capital firm founded in 2020 by Khaled Talhouni, Sarah Abu Risheh, and Stephanie Nour Prince. The firm is headquartered in Dubai, United Arab Emirates.

Tarsadia Investments LLC (Tarsadia Investments) is a private equity and venture capital subsidiary of The Tarsadia Group LLC founded in 1976 by Tushar Patel. The firm is headquartered in Newport Beach, California.

Silver Lake Management Co. LLC (Silver Lake Management) is a private equity firm, a subsidiary of Silver Lake Group LLC founded in 1999 by Jim Davidson and David Roux. The firm is headquartered in Menlo Park, California with offices in San Francisco, New York, London, Hong Kong and Singapore.

Part of Rothschild Concordia SAS, Rothschild & Co. (United States) is a banking services provider. The company is based in Los Angeles, CA.

The Fund /NY/ is a Venture Capital firm founded in 2017 by Scott Hartley, Katie Hunt, Matthew O. Brimer. The Firm is headquartered in New York.

Advanced Research Investment Solutions LLC (ARIS) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Alex Shahidi and Damien Bisserier in 2014 as Kristy Advisors LLC. They are wholly-owned by Evoke Holdings LLC. ARIS provides investment advisory services to pension and profit-sharing plans, pooled investment vehicles, endowments, charitable organizations, guilds and health plans, investment companies, family offices, corporations and other business entities, individuals, and trusts and estates.

Touchdown Ventures, Inc. (Touchdown Ventures) is a venture capital firm founded in 2014 by David B. Horowitz, Scott Lenet and Rich M. Grant. The firm is headquartered in Philadelphia, Pennsylvania.

Better Tomorrow Ventures LLC (Better Tomorrow Ventures) is a venture capital firm founded in 2019 by Sheel Mohnot and Jacob Gibson. The firm is headquartered in San Francisco, California.