Kevin Dunn

Welsh, Carson, Anderson & Stowe (WCAS) is a private equity firm founded in 1979 by Patrick Welsh, Russ Carson and Bruce Anderson. The firm is headquartered in New York.

J.P. Morgan FCS Corp. provides financial software services for management, administration, reporting and risk analysis. The company was founded in 2004 and is headquartered in Dallas, TX.

Allvue Systems provides investment management solutions. The firm offers solutions such as portfolio and trade order management, compliance, investment accounting, and performance attribution. Its services include eliminating manual processes and establishing a standardized data model. The company was founded in September 2019 and is headquartered in Miami, FL.

Bms Holdings LLC provides investment services. The company is headquartered in San Francisco, CA.

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.

Bain Capital, Inc. operates as a management firm. The company was founded in and is headquartered in Woodsboro, MD.

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.

Part of NCS I LLC, Amresco Holdings, Inc. is an investment concern. The company is based in Dallas, TX. Amresco Holdings was acquired by BEI Holdings Ltd., Inc. on December 31, 1993 for $81.45 million.

Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc.

Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY.

Part of S & P Global, Inc., Portfolio Management Data LLC is an American company that provides bank loan analytical, pricing, and performance data. The company was founded by Steve Miller. Portfolio Management Data was acquired by Standard & Poor's Financial Services LLC on May 03, 2000.

IHS Markit Group Holdings Ltd. operates as an investment holding company. The company was founded on May 9, 2007 and is headquartered in London, the United Kingdom.

Fulcrum Financial Data LLC provides research, news, and data analytics to the financial and credit information sectors. It offers financial news brands including Covenant Review, LevFin Insights, CapitalStructure and PacerMonitor. The company is headquartered in New York, NY.

Tribeca Early Stage Partners (Tribeca ESP) is a venture capital firm founded in 2014 by Michael Rushmore. The firm is headquartered in New York.

SambaSafety Holdings LLC operates as a holding company. The company is headquartered in DE.

Verisys Corp. develops and operates data and technology tools for screening, monitoring, verification and credentialing processes in health care industry. Its products include Facis, CheckMedic and Prescriber. The firm provides technology solutions and primary-source data on healthcare professionals and businesses. The company was founded by John P. Benson and John O’Shaughnessy in 1992 and is headquartered in Alexandria, VA.

J. H. Whitney Capital Partners LLC (JH Whitney) is a private equity subsidiary of J. H. Whitney & Co. LLC founded in 1946 by John Hay Whitney. The firm is headquartered in New Canaan, Connecticut.

The Greenwich Academy, Inc. provides educational services. The company was founded in 1827 and is located in Greenwich, CT.

Evercore Venture Partners LLC (Evercore Venture Partners) is a venture capital subsidiary of Evercore Group founded in 1996 by Roger Altman. The firm is headquartered in New York.

Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut.

Frenkel & Co. provides marine insurance brokerage services. It offers claims, engineered loss control, risk management, and fine arts. The company was founded by Emil Frenkel in 1878 and is headquartered in New York, NY.

NEBCO Insurance Services LLC provides asset protection services for individuals and businesses. Its services include personal insurance, business, life and financial services, and fine art and collectibles. The company was founded in 1979 and is headquartered in Greenwich, CT.

Bollinger, Inc. provides insurance solutions. It offers personal insurance, commercial property and casualty insurance, life, health and financial, employee benefits, sports programs, student insurance, broker products and risk management. The company was founded in 1933 and is headquartered in Short Hills, NJ.

Eagle Point Institutional Income Fund is an American closed-end management investment company. Thomas Philip Majewski has been the CEO of the private company since 2022.

Alliant Insurance Services, Inc. engages in providing insurance products and services. It offers risk solutions, employee benefits, industry solutions, co-brokered solutions, and business services. The company was founded in 1925 and is headquartered in Newport Beach, CA.

J. H. Whitney & Co. LLC operates as an alternative investment manager. The firm provides private equity capital to small and middle market companies. The company was founded by John Hay Whitney in 1946 and is headquartered in New Canaan, CT.

EP Income Co. LLC engages in investing in junior debt tranches of collateralized loan obligations (CLO). It focuses on the construction of portfolio of CLO securities. The company was founded on September 28, 2018 and is headquartered in Greenwich, CT.

Part of P10, Inc., Enhanced Capital Holdings, Inc. functions as an investment holding company. The company is based in New Orleans, LA.

Part of Tree Line Capital Partners LLC, Tree Line Direct Lending GP LLC is a company that provides lending services. The company is based in San Francisco, CA.

Tree Line Capital Partners LLC (Tree Line Capital Partners) is a private credit asset management subsidiary of Trident Tree Line Management, Inc. founded in 2014 by Tom Quimby. The firm is headquartered in San Francisco, California.

OptionMetrics LLC provides options databases and analytics. The firm?s data products include ivyDB, OptiGraph, and Signed Volume. The company was founded by David J. Hait in 1999 and is headquartered in New York, NY.