Walter Mason Cabot

Apogee Global Advisors, Inc. (Apogee) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Dover, Massachusetts. The firm was founded by Walter Cabot in 2002. Apogee provides investment advisory services to private investment vehicles.

Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston

Atlantic Capital Partners LLC was engaged in providing financial solutions. The company was headquartered in Darien, CT.

The Patriot Group LLC provides investment advice. The private company is based in Darien, CT.

Harvard Management Co., Inc. (HMC) is the investment arm of President & Fellows of Harvard College, which is owned by Harvard University, a private Ivy League research university in Cambridge, Massachusetts. The firm was founded in 1974 and is headquartered in Boston, Massachusetts. HMC manages Harvard’s endowment, a dedicated and permanent source of funding that maintains the teaching and research mission of the University. HMC invests these funds as a single entity, the revenue from which contributes more than one-third of the University's annual operating budget.

Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors.