James Pooley

Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities.

Pelion Venture Partners (Pelion Venture Partners) is a venture capital firm founded in 1986 by Jim C. Dreyfous and Joel D. Kellman. The firm is headquartered in Salt Lake City. Utah.

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.

American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States.

D.B. Fitzpatrick & Co., Inc. (DB Fitzpatrick) is an independent registered investment advisor headquartered in Boise, Idaho. The firm was founded by Dennis Fitzpatrick in 1984. DB Fitzpatrick provides investment advice to individuals, banks or thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or business entities.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

The Lek/Alcar Consulting Group, Inc. provides business strategy consulting services. It offers strategy, finance, marketing and sales, operations, and transaction services including business unit strategy, brand management, pricing, alliances and joint ventures, product development, corporate transformation, and operations design. It serves the defense, energy, health, building and construction, aerospace, media, retail, and telecommunications industries. The company was founded by Andrew Kutter in 1983 and is headquartered in Boston, MA.

Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California.

Sorenson Capital (Sorenson Capital) is a private equity firm founded in 2001 by Fraser Bullock and Mika Ronald. The firm is headquartered in Lehi, Utah.

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.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

High Street Capital (High Street) is a private equity firm founded in 1997 by Joseph R. Katcha and Kent C. Haeger. The firm is headquartered in Chicago, Illinois.

OpenView Investments LLC (OpenView Investments) (OpenView Venture Partners) is a venture capital firm founded in 2006 by Scott Maxwell. The firm is headquartered in Boston, MA.

University of Utah /Venture Capital/ (University Venture) is a private equity/venture capital subsidiary of David Eccles School of Business founded in 2001.The firm is headquartered in Salt Lake City, Utah.

NeoSystems LLC engages in strategic back office services. It offers accounting; outsourced IT; hosting and software; human capital management; system integration; association management; and financial planning and analysis. The firm serves the government contractors, non-profit organizations, and commercial businesses. The company was founded by Michael W. Tinsley and Robert J. Wilson in 2000 and is headquartered in Tysons Corner, VA.

Cicero Group LP provides market research and strategy consultation services. The company leverages the research process, collection of the right data, and smart analysis to understand target audiences, to accurately forecast behaviors and to design business strategies that are not merely solid but will succeed in their implementation. The company was founded in 2001 and is headquartered in Salt Lake City, UT.

Checketts Partners Investment Management LLC (Checketts Partners) is a private equity firm founded in 2011. The firm is headquartered in New York.

Grandeur Peak Global Advisors LLC (Grandeur Peak) is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2011 by Robert Gardiner, Blake Walker and Eric Huefner. Grandeur Peak provides investment management services to registered investment companies (the Grandeur Peak Funds), private pooled investment vehicles (the Grandeur Peak LPs), and accredited investors (the Grandeur Peak SMAs). Investors within these investment vehicles include individuals, trusts, financial advisers, corporations, charitable institutions, foundations, endowments, municipalities, registered investment companies, private investment funds, and other entities.

Clearwater Advisors LLC (Clearwater) is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 2001 by former Cisco Systems treasury and Goldman Sachs fixed-income professionals, David Boren and Michael Boren. Clearwater specializes in fixed income investing for separately managed accounts. Their clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans.

Global Financial Advisors, Inc. is a financial advisory firm that specializes in creating value for business owners and ultra-high-net-worth families. The private company is based in Miramar, FL. The company has a 28-year veteran in the financial industry, Donald Gross.

Tower Arch Capital LLC (Tower Arch Capital) is a private equity firm founded in 2013 by Rhett Neuenschwander, David Parkin, Ryan Stratton and David Topham. The firm is headquartered in Draper, Utah.

Part of Accretive Holdings LLC, Accretive Capital Management LLC is a financial management company based in Madison, CT. The company's contact information includes their address at 85 Wall Street, phone number at 203.482.5805, and email at info @ accretivecapital.com.

Healthfundr, Inc. operates as a virtual venture fund and investing platform. It is a platform which helps investors to earn returns and startups navigate the complexities of healthcare. The company was founded by Jared Iverson, Sean Schantzen and B. Kerry Lowder on July 31, 2012 and is headquartered in Boise, ID.

Gemspring Capital Management LLC (Gemspring Capital) is a private equity firm founded in 2015 by Bret Weiner. The firm is headquartered in Westport, Connecticut.

Campus Founders Fund LLC (Campus Founders Fund) is a venture capital firm founded in 2014 by Dalton Wright and Mark Khoury. The firm is headquartered in Salt Lake City, Utah.

Aegis Wealth Group LLC (dba Everspire) is an independent, SEC-registered investment advisor headquartered in Midvale, Utah. The firm was founded by Roy R. Jones and Joshua P. Jones in 2005. Everspire offers investment management services to retail investors, which includes individuals, high net worth clients, and businesses.

Minds, Inc. provides social networking services. The company was founded by William Ottman and John B. Ottman in 2011 and is headquartered in Glastonbury, CT.

Lumen Group Management LLC provides investment advisory services. The private company is based in Draper, UT. The company was founded by Jensen Warnock, Davis Warnock.

Vatica Health, Inc. develops cloud-based software for Medicare's annual wellness visit. It offers program management, clinical and compliance, data and analytics, multi-channel solutions, member outreach and appointment scheduling, coding and quality, and electronic medical record integration solutions. The company was founded by Averel B. Snyder and Steven B. Zuckerman in 2011 and is headquartered in Nashville, TN.

Frazier Group Management LLC (Frazier Group) is a venture capital firm founded in 1995 by Scott Frazier. The firm is headquartered in Lehi, Utah.

United Digestive MSO Parent, LLC engages in the provision of practice management services. It focuses on building partnerships with physicians and gastroenterology practices. Its services include compliance, finance and accounting, human resources, information technology, marketing, operations, patient services call center, and revenue cycle management. The company was founded by Mark Gilreath in 2018 and is headquartered in Atlanta, GA.

EPTAM Precision Solutions engages in the provision of precision manufacturing solutions in both plastics and metals to medical, aerospace and defense, and semiconductor industries. It focuses on machining and injection molding applications. The firm offers fabricating capabilities, including plastic machining, turning, plastic milling, plastic routing, sawing, laser marking, and drilling. The company was founded in 1981 and is headquartered in Northfield, NH.

Health Rosetta Group/Venture Capital (Health Rosetta Group) is a venture capital a subsidiary of Health Rosetta Group PBC founded in 2015. The firm is headquartered in Seattle, Washington.

Suburban Drywall, Inc. provides drywall, insulation, steel stud framing and custom finishing services. The company was founded by George Scheffler in 1978 and is headquartered in Waukesha, WI.

SpringTide Capital Management LLC (SpringTide Capital) is a venture capital firm founded in 2018 by Austin Walters, Daniel Lambert and Yiannis Monovoukas. The firm is headquartered in Cambridge, Massachusetts.

Sandlot Partners LLC (Sandlot Partners) is a private equity firm founded in 2020 by David Jensen and Casey Baugh. The firm is headquartered in Orem, Utah.

Elevate Patient Financial Solutions LLC provides revenue cycle management solutions to hospitals and health systems. The company is based in Spring, TX and has subsidiaries in the United States. The CEO of the company is Michael A. Shea.