John A. Lindquist

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

Part of Morgan Stanley, Morgan Stanley Smith Barney Spectrum Technical LP is a private equity fund. The company is based in New York, NY.

Morgan Stanley Smith Barney Charter WNT LP engages in the speculative trading of futures contracts, options on futures and forward contracts. The company was founded in 1998 and is headquartered in New York, NY.

Global Diversified Futures Fund LP provides private equity fund. It engages in speculative trading of a diversified portfolio of commodity interests, including futures, option, swap, and forward contracts. The company was founded in June, 1998 and is headquartered in New York, NY.

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.

Morgan Stanley Smith Barney Charter Campbell LP engages in speculative trading of futures contracts, options on futures and forward contracts, and forward contracts on physical commodities and other commodity interests. Its trading services include foreign currencies, financial instruments, metals, energy, and agricultural products. The company was founded in 2002 and is headquartered in New York, NY.

Tactical Diversified Futures Fund LP engages in the speculative trading of commodities. The company was founded on December 3, 2002 and is headquartered in New York, NY.

Orion Futures Fund LP operates as a private Equity Fund. It engages, directly and indirectly, in the speculative trading of a portfolio. The company is headquartered in New York, NY.

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

Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Soltis Investment Advisors LLC (Soltis) is an independent registered investment advisory firm headquartered in St. George, Utah. The firm was founded in 1993 by Lon Henderson and Hal Anderson. Soltis provides investment advisory services to individuals and high net-worth individuals; institutions/corporations; trusts, endowments, charitable organizations & foundations; and pension plans & 401(k) plans.

University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

The Washington Society of Certified Public Accountants offers various benefits to advance the careers of CPAs, including continuing professional education and networking opportunities. The non-profit company is based in Bellevue, WA. Additionally, the WSCPA has compiled mental health resources for employees and managers to help them adjust their business operations and serve clients during the Coronavirus pandemic.

Genentech Ventures (Genentech Ventures) is a venture capital firm founded in 1900. The firm is headquartered in South San Francisco, CA.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).

Mission Bay Capital Management Inc (Mission Bay Capital) is a venture capital firm founded in 2009. The firm is headquartered in San Francisco, California.

Bristlecone Advisors LLC (Bristlecone) is an independent, SEC-registered investment advisory firm and multi-family office headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 1999. Bristlecone offers integrated wealth management and family office services to high net-worth individuals and families.

Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations.

Part of Morgan Stanley, Ceres Managed Futures LLC is a company that provides investment advisory and management services. The company is based in New York, NY.

Part of CFA Institute, CFA Society of Seattle operates as a professional society for certified financial accountants. The company is based in Bothell, WA.

Spirox Ventures (Spirox Ventures) is a private equity subsidiary of Spirox Corp founded in 2011. The firm is headquartered in Sunnyvale, California.

Part of Morgan Stanley, Morgan Stanley AI GP LLC is a company that provides investment services. The company is based in New York, NY.

The Clarius Group LLC (Clarius) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Keith Vernon in 2015. Clarius provides integrated wealth management services to high net-worth individuals and their family entities, and to a small number of charitable trusts and foundations.

Premier Pharma 1 LP operates as a pooled investment fund. The company is headquartered in New York, NY.

Premier Pharma E LP provides investment fund services. The company was founded in 2015 and is headquartered in New York, NY.

PE Premier BCP VII Onshore Feeder Fund LP operates as a pooled investment fund. The company is headquartered in New York, NY.

Voicemod SL develops an application that modulates voice in real time. The company was founded by Criado Juan Bosch, Criado Fernando Bosch and Criado Jaime Bosch and is headquartered in Valencia, Spain.

Quilt Data, Inc. operates as a data package manager. The company was founded by Kevin Moore and Aneesh Karve and is headquartered in San Francisco, CA.

imagiLabs AB develops and distributes mobile education platform for hardware devices. Its tool enables to teach young girls coding, and creates programmable accessories with an embedded LED matrix. The company was founded by Beatrice Lonascu, Alexa Edström, and Dora Palfi and is headquartered in Stockholm, Sweden.

Hiber AB develops online games. The company was founded by Mattias Johansson and Michael Yngsjo in and is headquartered in Gothenburg, Sweden.

Oath Health Inc. provides pediatric primary care services. The company is headquartered in San Francisco, CA.