Sponsor Check › Vista Equity › Issuer
Limited Partnership · organized in DELAWARE · formed 2024 · SAN FRANCISCO, CA · SEC CIK 2044820
Part of sponsor group: Vista Equity (103 issuers, 125 filings) · grouped because: shared people, same business address, shared management entity, similar issuer names · confidence 95% · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Oct 22, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: Oct 23, 2026, 8:14 PM ET
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Sources searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) · Last checked Oct 23, 2026, 8:14 PM ET.
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What will be compared: what the sponsor says publicly (website, marketing materials, claimed profile) against what public records show — SEC Form D filings, Form ADV adviser registration, and state business records. Every comparison is reviewed by a person before it is published.
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Sources to be compared: sponsor public claims · SEC Form D · SEC Form ADV (IAPD) · state business records · As of Oct 23, 2026, 9:13 PM ET.
1 of 1 offering reports sales commissions totalling $10,000,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 22, 2026 D/A File 021-542606 | $10,000,000 (est.) | $0 | $0 | J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗ via J.P. Morgan Securities LLC (CRD 79) Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ via Morgan Stanley Smith Barney LLC (CRD 149777) Unicorn Strategic Capital Foreside Fund Services, LLC BrokerCheck CRD 46106 ↗ via Foreside Fund Services, LLC (CRD 46106) Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794) Patrick J. Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794) CAIS Capital LLC BrokerCheck CRD 154512 ↗ via CAIS Capital LLC (CRD 154512) iCapital Markets LLC BrokerCheck CRD 118219 ↗ via iCapital Markets LLC (CRD 118219) LPL Financial LLC BrokerCheck CRD 6413 ↗ via LPL Financial LLC (CRD 6413) LPL Enterprise, LLC BrokerCheck CRD 8733 ↗ via LPL Enterprise, LLC (CRD 8733) Steward Partners Investment Solutions, LLC BrokerCheck CRD 1254 ↗ via Steward Partners Investment Solutions, LLC (CRD 1254) |
As reported by the issuer on Form D (Items 12–15), latest filing per offering. "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates.
Each filing as reported by the issuer. Open a row for the full plain-English detail.
| Filing | Form D/A (amendment) filed Oct 22, 2026 · amends 0002044820-26-000037 ↗ SEC file no. 021-542606 · accession 0002044820-26-000038 |
|---|---|
| Raise progress | $1,671,296,471 sold of Indefinite offered · Indefinite remaining Total Amount Sold includes amounts sold relating to the Issuer and VistaOne (TE), L.P. |
| Filing timing | Date of first sale: Apr 1, 2025 · Form D filed: Oct 22, 2026 (569 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 571 days (1.6 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Oct 22, 2026. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 4,192 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Private Equity Fund) · revenue range: Decline to Disclose |
| Who is paid to sell it | J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗ · associated broker-dealer: J.P. Morgan Securities LLC (CRD 79 ↗) Solicits in: All States Morgan Stanley Smith Barney LLC — FINRA BrokerCheck CRD 149777 ↗ · associated broker-dealer: Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Solicits in: All States Unicorn Strategic Capital — no CRD number reported Foreside Fund Services, LLC — FINRA BrokerCheck CRD 46106 ↗ · associated broker-dealer: Foreside Fund Services, LLC (CRD 46106 ↗) Solicits in: All States Charles B. Harrison — FINRA BrokerCheck CRD 3071551 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX Scott Harrison — FINRA BrokerCheck CRD 4981070 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX Patrick J. Whelchel — FINRA BrokerCheck CRD 5389090 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX Lori Mayfield — FINRA BrokerCheck CRD 4899271 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX CAIS Capital LLC — FINRA BrokerCheck CRD 154512 ↗ · associated broker-dealer: CAIS Capital LLC (CRD 154512 ↗) Solicits in: All States iCapital Markets LLC — FINRA BrokerCheck CRD 118219 ↗ · associated broker-dealer: iCapital Markets LLC (CRD 118219 ↗) Solicits in: All States LPL Financial LLC — FINRA BrokerCheck CRD 6413 ↗ · associated broker-dealer: LPL Financial LLC (CRD 6413 ↗) Solicits in: All States LPL Enterprise, LLC — FINRA BrokerCheck CRD 8733 ↗ · associated broker-dealer: LPL Enterprise, LLC (CRD 8733 ↗) Solicits in: All States Steward Partners Investment Solutions, LLC — FINRA BrokerCheck CRD 1254 ↗ · associated broker-dealer: Steward Partners Investment Solutions, LLC (CRD 1254 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $10,000,000 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Fees are based on projected amounts sold and estimated for this filing and on expected size of offering of Issuer and VistaOne (TE), L.P. Commissions paid directly by investors to intermediaries are unknown to Issuer and not included in estimated amount. |
| Signed by | David A. Breach, Co-Chief Executive Officer (Oct 22, 2026) |
| Changes vs prior filing | total sold: $1,642,086,104 → $1,671,296,471 investors: 4159 → 4192 Compared with the D/A filed Sep 14, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 4192. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index |
| Filing | Form D/A (amendment) filed Sep 14, 2026 · amends 0002044820-26-000012 ↗ SEC file no. 021-542606 · accession 0002044820-26-000037 |
|---|---|
| Raise progress | $1,642,086,104 sold of Indefinite offered · Indefinite remaining Total Amount Sold includes amounts sold relating to the Issuer and VistaOne (TE), L.P. |
| Filing timing | Date of first sale: Apr 1, 2025 · Form D filed: Sep 14, 2026 (531 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 571 days (1.6 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Sep 14, 2026. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 4,159 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Private Equity Fund) · revenue range: Decline to Disclose |
| Who is paid to sell it | J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗ · associated broker-dealer: J.P. Morgan Securities LLC (CRD 79 ↗) Solicits in: All States Morgan Stanley Smith Barney LLC — FINRA BrokerCheck CRD 149777 ↗ · associated broker-dealer: Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Solicits in: All States Unicorn Strategic Capital — no CRD number reported Foreside Fund Services, LLC — FINRA BrokerCheck CRD 46106 ↗ · associated broker-dealer: Foreside Fund Services, LLC (CRD 46106 ↗) Solicits in: All States Charles B. Harrison — FINRA BrokerCheck CRD 3071551 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX Scott Harrison — FINRA BrokerCheck CRD 4981070 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX Patrick J. Whelchel — FINRA BrokerCheck CRD 5389090 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX Lori Mayfield — FINRA BrokerCheck CRD 4899271 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX CAIS Capital LLC — FINRA BrokerCheck CRD 154512 ↗ · associated broker-dealer: CAIS Capital LLC (CRD 154512 ↗) Solicits in: All States iCapital Markets LLC — FINRA BrokerCheck CRD 118219 ↗ · associated broker-dealer: iCapital Markets LLC (CRD 118219 ↗) Solicits in: All States LPL Financial LLC — FINRA BrokerCheck CRD 6413 ↗ · associated broker-dealer: LPL Financial LLC (CRD 6413 ↗) Solicits in: All States LPL Enterprise, LLC — FINRA BrokerCheck CRD 8733 ↗ · associated broker-dealer: LPL Enterprise, LLC (CRD 8733 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $10,000,000 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Fees are based on projected amounts sold and estimated for this filing and on expected size of offering of Issuer and VistaOne (TE), L.P. Commissions paid directly by investors to intermediaries are unknown to Issuer and not included in estimated amount. |
| Signed by | David A. Breach, Co-Chief Executive Officer (Sep 14, 2026) |
| Changes vs prior filing | total sold: $1,298,823,882 → $1,642,086,104 investors: 3252 → 4159 sales commissions: $5,000,000 → $10,000,000 Compared with the D/A filed Apr 1, 2026 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 4159. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Apr 1, 2026 · amends 0002044820-25-000003 ↗ SEC file no. 021-542606 · accession 0002044820-26-000012 |
|---|---|
| Raise progress | $1,298,823,882 sold of Indefinite offered · Indefinite remaining Total Amount Sold includes amounts sold relating to the Issuer and VistaOne (TE), L.P. |
| Filing timing | Date of first sale: Apr 1, 2025 · Form D filed: Apr 1, 2026 (365 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 571 days (1.6 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Apr 1, 2026. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 3,252 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Private Equity Fund) · revenue range: Decline to Disclose |
| Who is paid to sell it | J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗ · associated broker-dealer: J.P. Morgan Securities LLC (CRD 79 ↗) Solicits in: All States Morgan Stanley Smith Barney LLC — FINRA BrokerCheck CRD 149777 ↗ · associated broker-dealer: Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Solicits in: All States Unicorn Strategic Capital — no CRD number reported Foreside Fund Services, LLC — FINRA BrokerCheck CRD 46106 ↗ · associated broker-dealer: Foreside Fund Services, LLC (CRD 46106 ↗) Solicits in: All States Charles B. Harrison — FINRA BrokerCheck CRD 3071551 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX Scott Harrison — FINRA BrokerCheck CRD 4981070 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX Patrick J. Whelchel — FINRA BrokerCheck CRD 5389090 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX Lori Mayfield — FINRA BrokerCheck CRD 4899271 ↗ · associated broker-dealer: H & L Equities, LLC (CRD 113794 ↗) Solicits in: FL, GA, TX CAIS Capital LLC — FINRA BrokerCheck CRD 154512 ↗ · associated broker-dealer: CAIS Capital LLC (CRD 154512 ↗) Solicits in: All States iCapital Markets LLC — FINRA BrokerCheck CRD 118219 ↗ · associated broker-dealer: iCapital Markets LLC (CRD 118219 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $5,000,000 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Fees are based on projected amounts sold and estimated for this filing and on expected size of offering of Issuer and VistaOne (TE), L.P. Commissions paid directly by investors to intermediaries are unknown to Issuer and not included in estimated amount. |
| Signed by | David A. Breach, Co-Chief Executive Officer (Mar 31, 2026) |
| Changes vs prior filing | total sold: $635,175,755 → $1,298,823,882 investors: 1582 → 3252 sales commissions: $1,500,000 → $5,000,000 Compared with the D/A filed Jul 14, 2025 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 3252. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Jul 14, 2025 · amends 0002044820-25-000001 ↗ SEC file no. 021-542606 · accession 0002044820-25-000003 |
|---|---|
| Raise progress | $635,175,755 sold of Indefinite offered · Indefinite remaining Total Amount Sold includes amounts sold relating to the Issuer and VistaOne (TE), L.P. |
| Filing timing | Date of first sale: Apr 1, 2025 · Form D filed: Jul 14, 2025 (104 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 571 days (1.6 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Jul 14, 2025. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 1,582 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Private Equity Fund) · revenue range: Decline to Disclose |
| Who is paid to sell it | J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗ · associated broker-dealer: J.P. Morgan Securities LLC (CRD 79 ↗) Solicits in: All States Morgan Stanley Smith Barney LLC — FINRA BrokerCheck CRD 149777 ↗ · associated broker-dealer: Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Solicits in: All States Unicorn Strategic Capital — no CRD number reported Foreside Fund Services, LLC — FINRA BrokerCheck CRD 46106 ↗ · associated broker-dealer: Foreside Fund Services, LLC (CRD 46106 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $1,500,000 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Fees are based on projected amounts sold and estimated for this filing and on expected size of offering of Issuer and VistaOne (TE), L.P. Commissions paid directly by investors to intermediaries are unknown to Issuer and not included in estimated amount. |
| Signed by | David A. Breach, Co-Chief Executive Officer (Jul 14, 2025) |
| Changes vs prior filing | total sold: $0 → $635,175,755 investors: 0 → 1582 Compared with the D filed Mar 31, 2025 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 1582. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Mar 31, 2025 SEC file no. 021-542606 · accession 0002044820-25-000001 |
|---|---|
| Raise progress | $0 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Yet to occur · Form D filed: Mar 31, 2025 Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Annual amendments | Issuer reported the offering may last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 0 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed; Investment Company Act 3C exclusion; Investment Company Act 3C.7 exclusion |
| Minimum investment accepted | $0 |
| Securities offered | Pooled investment fund interests |
| Industry / issuer size | Pooled Investment Fund (Private Equity Fund) · revenue range: Decline to Disclose |
| Who is paid to sell it | J.P. Morgan Securities LLC — FINRA BrokerCheck CRD 79 ↗ · associated broker-dealer: J.P. Morgan Securities LLC (CRD 79 ↗) Solicits in: All States Morgan Stanley Smith Barney LLC — FINRA BrokerCheck CRD 149777 ↗ · associated broker-dealer: Morgan Stanley Smith Barney LLC (CRD 149777 ↗) Solicits in: All States Unicorn Strategic Capital — no CRD number reported Foreside Fund Services, LLC — FINRA BrokerCheck CRD 46106 ↗ · associated broker-dealer: Foreside Fund Services, LLC (CRD 46106 ↗) Solicits in: All States |
| Money to insiders | Sales commissions: $1,500,000 (est.) · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 Fees are based on projected amounts sold and estimated for this filing and on expected size of offering of Issuer and VistaOne (TE) L.P. Commissions paid directly by investors to intermediaries are unknown to Issuer and not included in estimated amount. |
| Signed by | David A. Breach, Co-Chief Executive Officer (Mar 31, 2025) |
| Market context | Minimum investment: $0. Typical range for similar offerings: $1,000–$100,000. Offering size: Indefinite. Typical range: $155,000–$5,250,000. Investors: 0. Typical range: 4–27. "Similar" = Pooled Investment Fund offerings claiming 506(b) filed in the last 5 years (83,801 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
All Form D filings for this CIK on SEC EDGAR ↗. History: 0 new offerings in the last 12 months · most recent filing Oct 22, 2026.
| Name | Relationship | Address state | On filings | Also listed on |
|---|---|---|---|---|
| Ashley MacNeill | Executive Officer | CA | Oct 22, 2026 | — |
| Curtis L. Buser | Director | CA | Jul 14, 2025 → Oct 22, 2026 | — |
| Daniel Parant | Executive Officer, Director | CA | Oct 22, 2026 | — |
| David Andrew Breach | Executive Officer, Director | CA | Jul 14, 2025 → Oct 22, 2026 | 4 other issuers |
| Gursimarjit Singh | Executive Officer | CA | Oct 22, 2026 | — |
| Jose Claxton | Director | CA | Oct 22, 2026 | — |
| Juan Andres Ugarte | Executive Officer | CA | Mar 31, 2025 → Oct 22, 2026 | — |
| Justin Hirsch | Executive Officer, Director | CA | Oct 22, 2026 | — |
| Lauren Dillard | Executive Officer | CA | Oct 22, 2026 | 4 other issuers |
| Luis Berruga Simarro | Director | CA | Mar 31, 2025 → Oct 22, 2026 | — |
| Maneet S. Saroya | Executive Officer | CA | Mar 31, 2025 → Oct 22, 2026 | 14 other issuers |
| Rachel Arnold | Director | CA | Oct 22, 2026 | 6 other issuers |
| Robert F. Smith | Executive Officer | CA | Mar 31, 2025 → Oct 22, 2026 | 162 other issuers |
| Ruth S. Goodstein | Director | CA | Mar 31, 2025 → Oct 22, 2026 | — |
| VistaOne GP Management, LLC entity | Promoter The General Partner of the GP | CA | Mar 31, 2025 → Oct 22, 2026 | 1 other issuer |
| VistaOne GP, L.P. entity | Promoter The General Partner of the Issuer (the "GP") | CA | Mar 31, 2025 → Oct 22, 2026 | 1 other issuer |
| Ashley Andres MacNeill | Executive Officer | CA | Mar 31, 2025 → Sep 14, 2026 | — |
| Daniel L. Parant | Executive Officer, Director | CA | Jul 14, 2025 → Sep 14, 2026 | — |
| Gursimarjit F. Singh | Executive Officer | CA | Jul 14, 2025 → Sep 14, 2026 | — |
| Jose S. Claxton | Director | CA | Jul 14, 2025 → Sep 14, 2026 | — |
| Justin Andrew Hirsch | Executive Officer, Director | CA | Jul 14, 2025 → Sep 14, 2026 | — |
| Lauren F. Dillard | Executive Officer | CA | Mar 31, 2025 → Sep 14, 2026 | 48 other issuers |
| Luis S. Berruga Simarro | Director | CA | Jul 14, 2025 → Sep 14, 2026 | — |
| Rachel S. Arnold | Director | CA | Jul 14, 2025 → Sep 14, 2026 | — |
| Rohan Andres Ranadive | Executive Officer | CA | Mar 31, 2025 → Jul 14, 2025 | — |
| Andrew David Breach | Executive Officer, Director | CA | Mar 31, 2025 | — |
| Daniel Berruga Parant | Executive Officer, Director | CA | Mar 31, 2025 | — |
| Jose Berruga Claxton | Director | CA | Mar 31, 2025 | — |
| Justin David Hirsch | Executive Officer, Director | CA | Mar 31, 2025 | — |
| Rachel Berruga Arnold | Director | CA | Mar 31, 2025 | — |
Executive officers, directors and promoters as self-reported by the issuer. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
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Shared address: this business address appears on filings for 3 other issuers. Stated as a count only — many addresses are shared office buildings or registered agents.
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