ADVISER INVESTMENTS LLC

https://www.linkedin.com/in/jeff-demaso-cfa-702a904 NEWTON, MA Investment Advisor How do I update this listing?

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Adviser Investments is based out of Newton. Adviser Investments is a large advisory firm with 3813 clients and discretionary assets under management (AUM) of $6,541,316,035 (Form ADV from 2021-03-30). Their last reported 13F filing for Q2 2021 included $1,340,168,000 in managed 13F securities and a top 10 holdings concentration of 39.67%. Adviser Investments's largest holding is iShares Core S&P 500 ETF with shares held of 241,982. Adviser Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 19 13F filings

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06/30/2021

13F Activity

  • Market Value $1.34 Billion
  • Prior Market Value $1.239 Billion
  • New Purchases22 stocks
  • Additional Purchases96 stocks
  • Sold out of18 stocks
  • Reduced holdings in63 stocks
  • Top 10 Holdings % 39.67 %
  • Turnover % [1]:16.53%
  • Turnover Alt % [2]: 7.42 %
  • Time Held Top20:7.30 quarters
  • Time Held Top10:8.60 quarters
  • Time Held All:10.88 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 6.75%
Performance Last 4 Quarters: 17.74%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ADVISER INVESTMENTS
85 WELLS AVENUE SUITE 109
NEWTON MA    02459
Country: United States

Business Phone: 617-321-2200
Fax: 617-321-2210
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 93
Other Business Activities: ,SIGNAL AND MODEL PORTFOLIO PROVIDER
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,MODEL PROVIDER FEE
Amount of client funds and securities: 1,730,120,000
Total Number of Clients: 3813
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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ADVISER INVESTMENTS LLC

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP CHAIRMAN 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
O'Hara, Timothy, Joseph CHIEF COMPLIANCE OFFICER & COUNSEL 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2018-11-01
AI INTERMEDIATE, LLC MANAGING MEMBER 12/01/2020 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER direct 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
Mirick, Christopher, R GENERAL COUNSEL 12/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC GENERAL COUNSEL direct 2020-12-01
WIENER, DANIEL, PHILIP CHAIRMAN 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
O'Hara, Timothy, Joseph CHIEF COMPLIANCE OFFICER & COUNSEL 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2018-11-01
AI INTERMEDIATE, LLC MANAGING MEMBER 12/01/2020 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER direct 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
Mirick, Christopher, R GENERAL COUNSEL 12/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC GENERAL COUNSEL direct 2020-12-01
WIENER, DANIEL, PHILIP MANAGER AI HOLDINGS GP, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
AI HOLDINGS GP, LLC GENERAL PARTNER SP-AI HOLDINGS, L.P. 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC GENERAL PARTNER indirect 2020-12-01
AI PARENT, LLC MANAGING MEMBER AI INTERMEDIATE, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER direct 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. LIMITED PARTNER SP-AI HOLDINGS, L.P. 12/01/2020 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC LIMITED PARTNER indirect 2020-12-01
SUMMIT PARTNERS GE X, LP GENERAL PARTNER SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC GENERAL PARTNER indirect 2020-12-01
SUMMIT PARTNERS GE X, LLC GENERAL PARTNER SUMMIT PARTNERS GE X, LP 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC GENERAL PARTNER indirect 2020-12-01
SUMMIT PARTNERS, L.P. MEMBER SUMMIT PARTNERS GE X, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
SUMMIT PARTNERS VI (GP), L.P. MANAGER indirect 2000-12-01
SUMMIT PARTNERS SD II, LLC ACTING MANAGER indirect 1999-08-01
SUMMIT ACCELERATOR PARTNERS, LLC ACTING MANAGING MEMBER indirect 1999-08-01
SUMMIT PARTNERS, LLC ACTING MANAGING MEMBER direct 1999-08-01
SUMMIT PARTNERS V, L.P. ACTING MANAGING MEMBER indirect 1999-08-01
SUMMIT PARTNERS VI (GP), LLC MANAGER direct 2000-12-01
SUMMIT PARTNERS IV, L.P. ACTING MANAGER indirect 1999-08-01
STAMPS, WOODSUM & CO. IV ACTING MANAGER direct 1999-08-01
SUMMIT PARTNERS SD III, LLC MANAGER direct 2004-02-01
SUMMIT PARTNERS SD III, L.P. MANAGER indirect 2004-05-01
SUMMIT PARTNERS FC II, L.P. ACTING MANAGING MEMBER indirect 1999-08-01
SUMMIT PARTNERS VC II, L.P. MANAGER indirect 2005-05-01
SUMMIT PARTNERS PE VII, L.P. MANAGER indirect 2005-05-01
SUMMIT PARTNERS PE VII, LLC MANAGER direct 2005-05-01
SUMMIT PARTNERS VC II, LLC MANAGER direct 2005-05-01
SUMMIT PARTNERS SD IV, L.P. MANAGER indirect 2008-01-01
SUMMIT PARTNERS SD IV, L.P. GENERAL PARTNER indirect 2008-03-01
SUMMIT PARTNERS EUROPE, L.P. MANAGER indirect 2008-01-01
SUMMIT PARTNERS EUROPE, L.P. GENERAL PARTNER indirect 2008-03-01
SUMMIT PARTNERS CREDIT OPPORTUNITIES GP, L.P. LIMITED PARTNER direct 2010-02-01
SUMMIT PARTNERS CREDIT GP, L.P. MANAGER indirect 2010-02-01
SUMMIT PARTNERS CREDIT ADVISORS, L.P. LIMITED PARTNER direct 2010-02-01
SUMMIT PARTNERS VC III, L.P. MEMBER indirect 2010-10-01
SUMMIT PARTNERS VC III, L.P. LIMITED PARTNER direct 2010-10-01
SUMMIT PARTNERS GE VIII, L.P. MEMBER indirect 2010-10-01
SUMMIT PARTNERS GE VIII, L.P. LIMITED PARTNER direct 2010-10-01
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2015-02-01
SUMMIT MASTER COMPANY, LLC GENERAL PARTNER SUMMIT PARTNERS, L.P. 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ALYDAR PARTNERS, LLC GENERAL PARTNER indirect 2002-04-01
SUMMIT PARTNERS VI (GP), L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS SD II, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT ACCELERATOR PARTNERS, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS V, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS VI (GP), LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS IV, L.P. GENERAL PARTNER indirect 1999-08-01
STAMPS, WOODSUM & CO. IV GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS SD III, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS SD III, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS, L.P. GENERAL PARTNER direct 1999-08-01
SUMMIT PARTNERS VC II, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS VC II, L.P. GENERAL PARTNER indirect 2003-08-01
SUMMIT PARTNERS VC II, L.P. GENERAL PARTNER indirect 2005-05-01
SUMMIT PARTNERS PE VII, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS PE VII, L.P. GENERAL PARTNER indirect 2008-03-01
SUMMIT PARTNERS PE VII, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS VC II, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS SD IV, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS SD IV, L.P. GENERAL PARTNER indirect 2008-03-01
SUMMIT PARTNERS EUROPE, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS EUROPE, L.P. BOARD ULTIMATE CONTROL PERSON indirect 2008-01-01
SUMMIT PARTNERS EUROPE, L.P. GENERAL PARTNER indirect 2008-03-01
SUMMIT PARTNERS CREDIT GP, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS CREDIT ADVISORS, L.P. GENERAL PARTNER direct 2010-02-01
SILVER, DANIEL, FITZSIMMONS MANAGER AI HOLDINGS GP, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
JURMAN, CHELSEA MANAGER AI HOLDINGS GP, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MANAGER indirect 2020-12-01
SP-AI HOLDINGS, L.P. MANAGING MEMBER AI PARENT, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER direct 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
Hamilton, Matthew, Guy MANAGER AI HOLDINGS GP, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MANAGER indirect 2020-12-01
WIENER, DANIEL, PHILIP MANAGER AI HOLDINGS GP, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
AI HOLDINGS GP, LLC GENERAL PARTNER SP-AI HOLDINGS, L.P. 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC GENERAL PARTNER indirect 2020-12-01
AI PARENT, LLC MANAGING MEMBER AI INTERMEDIATE, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER direct 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. LIMITED PARTNER SP-AI HOLDINGS, L.P. 12/01/2020 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC LIMITED PARTNER indirect 2020-12-01
SUMMIT PARTNERS GE X, LP GENERAL PARTNER SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC GENERAL PARTNER indirect 2020-12-01
SUMMIT PARTNERS GE X, LLC GENERAL PARTNER SUMMIT PARTNERS GE X, LP 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC GENERAL PARTNER indirect 2020-12-01
SUMMIT PARTNERS, L.P. MEMBER SUMMIT PARTNERS GE X, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
SUMMIT PARTNERS VI (GP), L.P. MANAGER indirect 2000-12-01
SUMMIT PARTNERS SD II, LLC ACTING MANAGER indirect 1999-08-01
SUMMIT ACCELERATOR PARTNERS, LLC ACTING MANAGING MEMBER indirect 1999-08-01
SUMMIT PARTNERS, LLC ACTING MANAGING MEMBER direct 1999-08-01
SUMMIT PARTNERS V, L.P. ACTING MANAGING MEMBER indirect 1999-08-01
SUMMIT PARTNERS VI (GP), LLC MANAGER direct 2000-12-01
SUMMIT PARTNERS IV, L.P. ACTING MANAGER indirect 1999-08-01
STAMPS, WOODSUM & CO. IV ACTING MANAGER direct 1999-08-01
SUMMIT PARTNERS SD III, LLC MANAGER direct 2004-02-01
SUMMIT PARTNERS SD III, L.P. MANAGER indirect 2004-05-01
SUMMIT PARTNERS FC II, L.P. ACTING MANAGING MEMBER indirect 1999-08-01
SUMMIT PARTNERS VC II, L.P. MANAGER indirect 2005-05-01
SUMMIT PARTNERS PE VII, L.P. MANAGER indirect 2005-05-01
SUMMIT PARTNERS PE VII, LLC MANAGER direct 2005-05-01
SUMMIT PARTNERS VC II, LLC MANAGER direct 2005-05-01
SUMMIT PARTNERS SD IV, L.P. MANAGER indirect 2008-01-01
SUMMIT PARTNERS SD IV, L.P. GENERAL PARTNER indirect 2008-03-01
SUMMIT PARTNERS EUROPE, L.P. MANAGER indirect 2008-01-01
SUMMIT PARTNERS EUROPE, L.P. GENERAL PARTNER indirect 2008-03-01
SUMMIT PARTNERS CREDIT OPPORTUNITIES GP, L.P. LIMITED PARTNER direct 2010-02-01
SUMMIT PARTNERS CREDIT GP, L.P. MANAGER indirect 2010-02-01
SUMMIT PARTNERS CREDIT ADVISORS, L.P. LIMITED PARTNER direct 2010-02-01
SUMMIT PARTNERS VC III, L.P. MEMBER indirect 2010-10-01
SUMMIT PARTNERS VC III, L.P. LIMITED PARTNER direct 2010-10-01
SUMMIT PARTNERS GE VIII, L.P. MEMBER indirect 2010-10-01
SUMMIT PARTNERS GE VIII, L.P. LIMITED PARTNER direct 2010-10-01
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2015-02-01
SUMMIT MASTER COMPANY, LLC GENERAL PARTNER SUMMIT PARTNERS, L.P. 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ALYDAR PARTNERS, LLC GENERAL PARTNER indirect 2002-04-01
SUMMIT PARTNERS VI (GP), L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS SD II, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT ACCELERATOR PARTNERS, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS V, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS VI (GP), LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS IV, L.P. GENERAL PARTNER indirect 1999-08-01
STAMPS, WOODSUM & CO. IV GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS SD III, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS SD III, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS, L.P. GENERAL PARTNER direct 1999-08-01
SUMMIT PARTNERS VC II, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS VC II, L.P. GENERAL PARTNER indirect 2003-08-01
SUMMIT PARTNERS VC II, L.P. GENERAL PARTNER indirect 2005-05-01
SUMMIT PARTNERS PE VII, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS PE VII, L.P. GENERAL PARTNER indirect 2008-03-01
SUMMIT PARTNERS PE VII, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS VC II, LLC GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS SD IV, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS SD IV, L.P. GENERAL PARTNER indirect 2008-03-01
SUMMIT PARTNERS EUROPE, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS EUROPE, L.P. BOARD ULTIMATE CONTROL PERSON indirect 2008-01-01
SUMMIT PARTNERS EUROPE, L.P. GENERAL PARTNER indirect 2008-03-01
SUMMIT PARTNERS CREDIT GP, L.P. GENERAL PARTNER indirect 1999-08-01
SUMMIT PARTNERS CREDIT ADVISORS, L.P. GENERAL PARTNER direct 2010-02-01
SILVER, DANIEL, FITZSIMMONS MANAGER AI HOLDINGS GP, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
JURMAN, CHELSEA MANAGER AI HOLDINGS GP, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MANAGER indirect 2020-12-01
SP-AI HOLDINGS, L.P. MANAGING MEMBER AI PARENT, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER direct 2020-12-01
ADVISER INVESTMENTS LLC MANAGING MEMBER indirect 2020-12-01
Hamilton, Matthew, Guy MANAGER AI HOLDINGS GP, LLC 12/01/2020 Indirect Other
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MANAGER indirect 2020-12-01

ADVISER INVESTMENTS LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP MEMBER/CHAIRMAN BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
ADVISER INVESTMENTS MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MEMBER direct 2010-12-01
ADVISER INVESTMENTS ACQUISITION CO LLC MEMBER indirect 2010-12-01
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
O'Hara, Timothy, Joseph CHIEF COMPLIANCE OFFICER & COUNSEL 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2018-11-01
WIENER, DANIEL, PHILIP MAJORITY SHAREHOLDER ADVISER INVESTMENTS 07/01/1994 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05

ADVISER INVESTMENTS LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

ADVISER INVESTMENTS LLC

ownership team - last updated 2019-06-05
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP MEMBER/CHAIRMAN BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
ADVISER INVESTMENTS MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MEMBER direct 2010-12-01
ADVISER INVESTMENTS ACQUISITION CO LLC MEMBER indirect 2010-12-01
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
O'Hara, Timothy, Joseph CHIEF COMPLIANCE OFFICER & COUNSEL 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2018-11-01
WIENER, DANIEL, PHILIP MAJORITY SHAREHOLDER ADVISER INVESTMENTS 07/01/1994 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05

ADVISER INVESTMENTS LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP MEMBER/CHAIRMAN BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
ADVISER INVESTMENTS MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MEMBER direct 2010-12-01
ADVISER INVESTMENTS ACQUISITION CO LLC MEMBER indirect 2010-12-01
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
O'Hara, Timothy, Joseph CHIEF COMPLIANCE OFFICER & COUNSEL 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2018-11-01
WIENER, DANIEL, PHILIP MAJORITY SHAREHOLDER ADVISER INVESTMENTS 07/01/1994 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05

ADVISER INVESTMENTS LLC

ownership team - last updated 2018-11-26
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP MEMBER/CHAIRMAN BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
ADVISER INVESTMENTS MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MEMBER direct 2010-12-01
ADVISER INVESTMENTS ACQUISITION CO LLC MEMBER indirect 2010-12-01
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
O'Hara, Timothy, Joseph CHIEF COMPLIANCE OFFICER & COUNSEL 11/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CHIEF COMPLIANCE OFFICER & COUNSEL direct 2018-11-01
WIENER, DANIEL, PHILIP MAJORITY SHAREHOLDER ADVISER INVESTMENTS 07/01/1994 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05

ADVISER INVESTMENTS LLC

ownership team - last updated 2018-04-11
Name Title Start Date Direct/Indirect % Ownership
WIENER, DANIEL, PHILIP MEMBER/CHAIRMAN BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05
SILVER, DANIEL, FITZSIMMONS CEO/PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, TREASURER direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER/CHIEF COMPLIANCE OFFICER direct 2010-12-01
ADVISER INVESTMENTS LLC PRESIDENT/MEMBER/CHIEF COMPLIANCE OFFICER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC VP/DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR direct 1994-07-01 2009-03-11
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01 2011-04-04
ADVISER INVESTMENTS MEMBER 12/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC MEMBER direct 2010-12-01
ADVISER INVESTMENTS ACQUISITION CO LLC MEMBER indirect 2010-12-01
LOWELL, JAMES, HALE CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENT MANAGEMENT INC CHIEF INVESTMENT STRATEGIST direct 1999-09-01
CORESHARES CAPITAL, LLC CHAIRMAN indirect 2007-02-01
ADVISER INVESTMENTS ACQUISITION CO LLC CHIEF INVESTMENT OFFICER/ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CHIEF INVESTMENT OFFICER/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01 2011-04-04
WIENER, DANIEL, PHILIP MAJORITY SHAREHOLDER ADVISER INVESTMENTS 07/01/1994 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
ADVISER INVESTMENTS LLC CEO/SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC SHAREHOLDER indirect 1994-07-01
ADVISER INVESTMENT MANAGEMENT INC CEO, DIRECTOR direct 1994-07-01
ADVISER INVESTMENTS ACQUISITION CO LLC ELECTED MANAGER direct 2010-12-01
ADVISER INVESTMENTS LLC CEO/MEMBER/BOARD OF MANAGERS direct 2011-03-01
ADVISER INVESTMENT MANAGEMENT INC PRESIDENT, TREASURER, DIRECTOR direct 1994-07-01 2005-01-24
ADVISER INVESTMENT MANAGEMENT INC CEO, TREASURER, DIRECTOR direct 1994-07-01 2008-09-05

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