Kellen Carter

Angelo, Gordon & Co. LP (Angelo Gordon) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Michael L. Gordon in 1988. They were acquired by TPG, Inc. (NASDAQ: TPG) in 2023. Angelo Gordon invests on behalf of pension funds, corporations, endowments, foundations, sovereign wealth funds and individuals.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Grail Partners LLC provides merchant banking services. It provides mergers, acquisitions, divestitures & restructuring services to global investment management businesses. It has offices in London, New York and San Francisco. The company was co-founded by Donald H. Putnam & William P. Henson in 2005 and is located in Boston, MA

Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California.

Grail Investment Corp. is a blank check company. It is seeking to acquire a controlling interest in a business in the financial services industry, other than depository institutions. Grail Partners LLC is the corporate sponsor of the company. Grail Investment Corp. was organized in December 2007 and is located in New York, NY

Part of Broadridge Financial Solutions, Inc., DeRemer & Associates is a consulting company based in Wrentham, MA. The company provides consulting services. The company was founded by Darlene Tarris DeRemer. DeRemer & Associates was acquired by NewRiver, Inc. on March 27, 2000.

AARP Services, Inc. is a subsidiary of AARP that manages provider relationships and quality control oversight for a wide range of products and services available to AARP members. The non-profit company is based in Washington, and the CEO of the company is John Larew. These products include health, financial, travel, and leisure products, as well as life event services such as insurance, member discounts, and legal services. AARP Services also engages in new product development and consulting services.

United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA.

The Learning Center for The Deaf, Inc. offers community-based services such as Therapeutic Mentoring Services (TM) and In-Home Therapy (IHT) through Walden Community Service. The non-profit company is based in Framingham, MA. The Therapeutic Mentoring Services aim to help children and teens learn social and communication skills with the help of a mentor in everyday settings.

Destra Multi-Alternative Fund is a non-diversified and closed-end management fund, which invests in real estate investment trusts, debt and equity income securities, and alternative investment funds. It seeks capital appreciation with an emphasis on income generation. The company was founded on June 03, 2011 and is headquartered in Bozeman, MT.

Confluence Technologies, Inc. provides investment data management automation solutions. Its services include implementation, training, consulting, custom development, business support, technical support, performance reporting outsourcing service (PROS), price distribution and index reporting. The company was founded by Mark S. Evans in 1991 and is headquartered in Pittsburgh, PA.

Oppenheimer Acquisition Corp. provides mortgage banking and investment services. The company was founded in 1990 and is headquartered in New York, NY.

Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.