Keith D. Pagan

Belvedere Advisors LLC is a SEC-registered investment advisor headquartered in Chicago, California. The firm was founded by Patrick Beaudan in 2002 as Sophia Hedge Access LLC and changed their name into Belvedere Advisors LLC in 2009. In 2019, they were acquired and became wholly-owned by Northern Trust Investments, Inc., ultimately held by Northern Trust Company, an Illinois banking corporation. Belvedere Advisors provides investment management services to individuals, high net-worth individuals, trusts and estates, foundations, pensions and other organizations.

Part of Bigelow Asset Management LLC, Blue River Asset Management LLC is a company that provides investment advice. The company is based in Denver, CO.

In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds.

Founded in 1998, Bank of America Capital Advisors LLC is a hedge fund manager and private equity fund-of-funds advisor located in Boston. They are a subsidiary of NB Holding Corp and their ultimate parent is Bank of America Corp. (NYSE: BAC).

The Guardsmen is a non-profit organization that has been supporting at-risk youth since 1947. The non-profit company is based in San Francisco, CA. The company provides resources to help these youth thrive, including sending 2,500 of them to outdoor education programs each year and providing scholarship support to 200 students at private schools in the Bay Area.

Founded in 2008, Belvedere Asset Management LLC is a registered investment advisor headquartered in Newport Beach, California. The firm is solely owned by Belvedere Tigers LLC. They provide portfolio management services to private investment funds, registered funds and individual and institutional investors including corporate pension and profit sharing plans, charitable institutions, foundations, endowments.

GEM Capital LLC (CA) is a hedge fund headquartered in Belvedere, California.