James Wagar

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.

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

Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for individuals, high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. They also advise a limited number of ERISA clients and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles.

Stellate Partners LLC operates as an institutional marketing boutique. It offers services to the corporate firms. The company was founded by John D. Mathai and Robert William Mathai in 2005 and is headquartered in Port Saint Joe, FL.

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.

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.

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.

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.

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

Magnifi/Tifin Group is an American company that develops an investment mobile application. The company is located in the US and has subsidiaries in Israel. The company was founded by Vinay Balagopal Nair.

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.

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.