Steve Coppess

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.

Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.

Part of Janus Henderson Group Plc, Berger Financial Group LLC is a company that manages funds. The company is based in Kansas City, MO.

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.

Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors.

Fast Water Heater Co. LLC engages in the provision of installation and repair of hot water heaters. It also offers maintenance, property management, and commercial water heater installations. The company was founded in 1986 and is headquartered in Seattle WA.

Silver Creek Capital Management LLC (Silver Creek) is an independent registered investment advisor and hedge fund manager headquartered in Seattle, Washington. The firm was founded by Timothy Flaherty and Eric Dillon in 1999. Silver Creek provides investment supervisory services to private investment funds that invest in other affiliated or unaffiliated private investment funds, accounts and/or securities.

AlphaShares LLC provides investment services. The company was founded by Burton G. Malkiel and Kevin T. Carter in 2007 and is headquartered in Tacoma, WA.

Northern Lights Capital Group LLC (Northern Lights Capital) is a private equity subsidiary of Pacific Current Group Ltd founded in 2010. The firm is headquartered in Seattle, Washington.

Hinge Capital LLC (Venture51) is a venture capital firm founded in 2008 by Brandon Zeuner and Ryan Swagar. The firm is headquartered in Austin, Texas.

AA Asphalting LLC provides asphalt and concrete restoration services. It also offers American’s with disabilities act upgrades, pavement marking, site preparation, demolition, storm drainage, and seal coating and crack sealing. The company was founded in 1978 and is headquartered in Sumner, WA.

PR Systems LLC is a pavement milling company founded in 1977. The company is based in Lacey, WA. The company has the resources to accommodate all pavement milling and removal needs.

SOG Specialty Knives & Tools LLC manufactures knives and multi tools. Its products include knives, multi-tools, illumination, gear, accessories and apparels. The company was founded by Spencer Frazer in 1986 and is headquartered in Lynnwood, WA.

SWS Equipment LLC supplies sewer equipment. The company is based in Spokane Valley, WA.

The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York.

Specified Fittings LLC manufactures plastic pipes, fittings, and tubing products. Its products include PIP/LH, surface/gated, heat and air, IPS pressure, duct fittings, drain basins, HDPE IPS, DIPS, FM and valves. The firm's products are used in irrigation, rural water systems and other services. The company was founded in 1997 and is headquartered in Bellingham WA.

Energy Outreach Colorado provides energy assistance programs. It also provides grants to housing organizations, multi-family residences, and non-profit facilities to pay for energy efficiency upgrades such as insulation, efficient lighting and energy star appliances. The company founded in 1989 and is headquartered in Denver, CO.

Founded in 2000, Crestone Capital Advisors LLC is an investment advisor located in Boulder, Colorado. The firm provides specialized wealth management services to ultra-high net-worth clients.

Bow River Capital Evergreen Private Markets Fund is a closed-end management investment company, which engages in the business of generating long-term capital appreciation by investing in a portfolio of private equity investments. The firm is also involved in investing in the lower and middle market in four asset classes such as private credit, private equity, real estate, and software growth equity. The company was founded on April 21, 2020 and is headquartered in Denver, CO.

ROC Partners, Inc. is a charity organization that invests in people through faith-based initiatives, education, and community development. The private company is based in Oklahoma City, OK.

Part of Northern Lights Capital Partners LLC, Northern Lights Capital Partners (UK) Ltd. is a British company that provides investment services. The company is based in London, UK and was founded in 2008.

GQG Partners LLC (GQG) is a SEC-registered asset management firm headquartered in Fort Lauderdale, Florida. They are a wholly-owned subsidiary of GQG Partners, Inc. (GQG: AX). The firm was founded by Rajiv Jain in 2016. GQG provides global, international, emerging markets, and US equity investment portfolios, primarily for institutional clients, pension plans, and pooled investment funds.