Putnam Kling

Founded in 2011, Strategic Capital Advisors LLC is a registered investment advisor located in Wellington, Florida. The firm is directly owned by Spearhead Strategic Partners LLC. The owners of the beneficial interests of Spearhead Strategic Partners LLC are: New Vernon Financial LLC (33.33%), Abstrum Partners LLC (33.33%), and Fieldstone II LLC (33.33%). They offer investment advisory services to high net-worth individuals, pooled investment vehicles (other than investment companies) and insurance companies.

Enhance Advisors LLC provides investment advisory services. The private company is based in West Palm Beach, FL.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.