LITMAN GREGORY ASSET MANAGEMENT LLC

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Litman Gregory Asset Management is based out of Walnut Creek. Litman Gregory Asset Management is a large advisory firm with 376 clients and discretionary assets under management (AUM) of $1,706,901,120 (Form ADV from 2018-10-01). Their last reported 13F filing for Q3 2019 included $408,770,000 in managed 13F securities and a top 10 holdings concentration of 78.82%. Litman Gregory Asset Management's largest holding is Vanguard FTSE Emerging Markets ETF with shares held of 1,573,935. Litman Gregory Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $408.77 Million
  • Prior Market Value $378.954 Million
  • New Purchases6 stocks
  • Additional Purchases27 stocks
  • Sold out of22 stocks
  • Reduced holdings in120 stocks
  • Top 10 Holdings % 78.82 %
  • Turnover % [1]:12.50%
  • Turnover Alt % [2]: 10.42 %
  • Time Held Top20:9.70 quarters
  • Time Held Top10:10.70 quarters
  • Time Held All:4.54 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 5.43%
Performance Last 4 Quarters: 11.94%
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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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LITMAN GREGORY ASSET MANAGEMENT, LLC
1676 N. CALIFORNIA BLVD. SUITE 500
WALNUT CREEK CA    94596-4111
Country: United States

Business Phone: 925-254-8999
Fax: 925-254-0335
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 56
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 809,612,000
Total Number of Clients: 376
Amount of client funds and securities by related persons: 27,239,700
Total Number of clients from related persons: 5
Disclosures: 11.A (2)
Data above was derived from SEC filings.

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LITMAN GREGORY ASSET MANAGEMENT, LLC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
LITMAN, CRAIG MANAGING PRINCIPAL, CO-FOUNDING PARTNER 07/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN direct 1995-07-01 2005-03-23
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2008-10-08
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER, SENIOR INVESTMENT ADVISER direct 1995-07-01 2013-04-24
LITMAN GREGORY FUND ADVISORS, LLC SECRETARY direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 1995-07-01 2015-03-25
GREGORY, KENNETH, EDMOND MANAGING PRINCIPAL, CO-FOUNDING PARTNER 07/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC CHAIRMAN direct 2014-01-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, PRESIDENT, SECRETARY direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PRESIDENT, SECRETARY direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1995-07-01 2015-03-25
Johnson, Ronald, Timothy PRINCIPAL 07/01/1995 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL direct 1995-07-01
LITMAN GREGORY FUND ADVISORS LLC MEMBER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC VICE PRESIDENT direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC VICE PRESIDENT, MEMBER direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF TECHNOLOGY, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF TECHNOLOGY, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, DIRECTOR OF TECHNOLOGY, CHIEF FINANCIAL OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2010-06-21
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF TECHNOLOGY, CHIEF FINANCIAL OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2011-02-03
LITMAN/GREGORY FUND ADVISORS, LLC MEMBER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF FINANCIAL OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS, LLC MEMBER AND CFO OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CHIEF FINANCIAL OFFICER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF FINANCIAL OFFICER direct 1995-07-01 2016-10-19
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01 2016-10-19
WHEATON, CHRISTOPHER, C MANAGING PRINCIPAL, SENIOR ADVISOR 01/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2001-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY & CO LLC MEMBER direct 2001-01-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, PORTFOLIO MANAGER direct 2001-01-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, INVESTMENT ADVISOR direct 2001-01-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER - INVESTMENT MANAGEMENT SERVICES, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2013-03-21
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2001-01-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2001-01-01 2013-04-04
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2001-01-01 2015-03-25
SAVAGE, STEVE, MATTHEW MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 2014-01-01
DEGROOT, JEREMY, LAWRENCE MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER AND CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
DISENHOF, STEPHEN, A. PRINCIPAL 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, DIRECTOR HUMAN RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, DIRECTOR HUMAN RESOURCES direct 2004-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, DIRECTOR HUMAN RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
KELLER, CRAIG, BERNARD MANAGING PRINCIPAL, SENIOR ADVISOR 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, PORTFOLIO MANAGER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
CECCARELLI, JENNIFER, ANN PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER INVESTMENT MANAGEMENT SERVICES GROUP direct 2009-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2009-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, DIRECTOR OF INVESTMENT MANAGEMENT OPERATIONS direct 2009-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2011-01-01
HOLLSTEIN, GRETCHEN, CAROL PRINCIPAL, SENIOR ADVISOR 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, SENIOR INVESTMENT ADVISOR direct 2010-01-01
JAIN, RAJAT PRINCIPAL, SENIOR RESEARCH ANALYST 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR RESEARCH ANALYST direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR RESEARCH ANALYST direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, SENIOR RESEARCH ANALYST direct 2010-01-01
CHEE, JOHN, FRANK PRINCIPAL, SENIOR RESEARCH ANALYST 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR RESEARCH ANALYST direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR RESEARCH ANALYST direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, SENIOR RESEARCH ANALYST direct 2011-01-01
LOWENSTEIN, ALICE PRINCIPAL, DIRECTOR OF INVESTMENT MANAGMENT SERVICES GROUP 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF MANAGED PORTFOLIOS direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, DIRECTOR OF PORTFOLIO STRATEGIES direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, DIRECTOR OF PORTFOLIO STRATEGIES direct 2011-01-01
LITMAN GREGORY CAPITAL PARTNERS, LLC OWNER 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC OWNER direct 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGER OF LITMAN GREGORY ASSET MANAGERMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2013-04-01
ROSEMONT PARTNERS III, L.P. OWNER 04/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HARTLAND & CO., LLC MEMBER direct 2017-03-01
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC MEMBER direct 2016-09-01
LITMAN GREGORY ASSET MANAGEMENT, LLC OWNER direct 2013-04-01
BOSTON COMMON ASSET MANAGEMENT, LLC MEMBER direct 2016-10-01
SILK INVEST LIMITED SHAREHOLDER direct 2013-07-01
SILK INVEST LIMITED GP indirect 2013-07-01
PALADIN INVESTMENT PARTNERS LLC MEMBER direct 2012-06-01
FOUNDRY PARTNERS, LLC MEMBER direct 2012-10-01
LAFAYETTE ADVISORS LLC MEMBER indirect 2016-09-01
BURKHART, JR., CHARLES, BYRON MANAGER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTMOUNT ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2000-03-01
ROSEMONT INVESTMENT PARTNERS, LLC FOUNDER/PRESIDENT direct 2000-05-01
ALCCI, LLC MANAGER indirect 2000-05-01
SPARTA ASSET MANAGEMENT, LLC MANAGER indirect 2000-05-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGER direct 2013-04-01
A T FUNDS, LLC MANAGEMENT COMMITTEE indirect 2002-04-01 2005-03-30
ARDMORE INVESTMENT PARTNERS, LLC MANAGING MEMBER indirect 2000-05-01 2005-10-31
RICE HALL JAMES & ASSOCIATES LLC MANAGER indirect 2003-02-01 2007-03-23
SILVERCREST ASSET MANAGEMENT GROUP LLC MANAGING MEMBER indirect 2000-05-01 2007-03-27
SILVERCREST ASSET MANAGEMENT GROUP LLC BD direct 2001-12-01 2007-03-27
CHAMPLAIN INVESTMENT PARTNERS, LLC MANAGING MEMBER indirect 2000-05-01 2008-03-26
A T FUNDS, LLC MANAGEMENT COMMITTEE indirect 2002-04-01 2008-03-28
ALLEGIANCE INVESTMENT MANAGEMENT, LLC MANAGEMENT COMMITTEE direct 2002-04-01 2008-03-28
BIVIUM CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2000-05-01 2008-12-05
PERIMETER CAPITAL PARTNERS LLC MANAGER indirect 2000-05-01 2010-03-25
LATEEF INVESTMENT MANAGEMENT, LP. MANAGER indirect 2000-05-01 2012-03-23
FOUNDRY PARTNERS, LLC MANAGER indirect 2000-05-01 2014-01-22
SOUTHERNSUN ASSET MANAGEMENT LLC MANAGER indirect 2000-05-01 2014-03-13
BIVIUM CAPITAL PARTNERS, LLC MANAGER indirect 2000-05-01 2014-03-13
CADENCE CAPITAL MANAGEMENT LLC MANAGER indirect 2000-03-01 2014-03-28
CADENCE CAPITAL MANAGEMENT LLC MANAGEMENT BOARD MEMBER indirect 2005-08-01 2014-03-28
BALENTINE LLC MANAGEMENT COMMITTEE MEMBER direct 2013-06-01 2015-03-31
BAXMAN, JOHN, MICHAEL PRINCIPAL, SENIOR ADVISOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2016-01-01
ROSEMONT INVESTMENT PARTNERS III, LLC GENERAL PARTNER ROSEMONT PARTNERS III, L.P. 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HARTLAND & CO., LLC GENERAL PARTNER indirect 2010-10-01
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2010-10-01
LITMAN GREGORY ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2013-04-01
BOSTON COMMON ASSET MANAGEMENT, LLC GP indirect 2010-10-01
SILK INVEST LIMITED GP indirect 2013-07-01
SILK INVEST LIMITED GP indirect 2013-07-01
PALADIN INVESTMENT PARTNERS LLC GP indirect 2010-10-01
KELLER, CRAIG, BERNARD MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, PORTFOLIO MANAGER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
LITMAN, CRAIG MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN direct 1995-07-01 2005-03-23
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2008-10-08
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER, SENIOR INVESTMENT ADVISER direct 1995-07-01 2013-04-24
LITMAN GREGORY FUND ADVISORS, LLC SECRETARY direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 1995-07-01 2015-03-25
GREGORY, KENNETH, EDMOND MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC CHAIRMAN direct 2014-01-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, PRESIDENT, SECRETARY direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PRESIDENT, SECRETARY direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1995-07-01 2015-03-25
WHEATON, CHRISTOPHER, C MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2001-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY & CO LLC MEMBER direct 2001-01-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, PORTFOLIO MANAGER direct 2001-01-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, INVESTMENT ADVISOR direct 2001-01-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER - INVESTMENT MANAGEMENT SERVICES, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2013-03-21
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2001-01-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2001-01-01 2013-04-04
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2001-01-01 2015-03-25
SAVAGE, STEVE, MATTHEW MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 2014-01-01
DEGROOT, JEREMY, LAWRENCE MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER AND CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01

LITMAN GREGORY ASSET MANAGEMENT, LLC

ownership team - last updated 2018-11-29
Name Title Start Date Direct/Indirect % Ownership
LITMAN, CRAIG MANAGING PRINCIPAL, CO-FOUNDING PARTNER 07/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN direct 1995-07-01 2005-03-23
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2008-10-08
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER, SENIOR INVESTMENT ADVISER direct 1995-07-01 2013-04-24
LITMAN GREGORY FUND ADVISORS, LLC SECRETARY direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 1995-07-01 2015-03-25
GREGORY, KENNETH, EDMOND MANAGING PRINCIPAL, CO-FOUNDING PARTNER 07/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC CHAIRMAN direct 2014-01-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, PRESIDENT, SECRETARY direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PRESIDENT, SECRETARY direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1995-07-01 2015-03-25
Johnson, Ronald, Timothy PRINCIPAL 07/01/1995 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL direct 1995-07-01
LITMAN GREGORY FUND ADVISORS LLC MEMBER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC VICE PRESIDENT direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC VICE PRESIDENT, MEMBER direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF TECHNOLOGY, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF TECHNOLOGY, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, DIRECTOR OF TECHNOLOGY, CHIEF FINANCIAL OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2010-06-21
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF TECHNOLOGY, CHIEF FINANCIAL OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2011-02-03
LITMAN/GREGORY FUND ADVISORS, LLC MEMBER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF FINANCIAL OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS, LLC MEMBER AND CFO OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CHIEF FINANCIAL OFFICER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF FINANCIAL OFFICER direct 1995-07-01 2016-10-19
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01 2016-10-19
WHEATON, CHRISTOPHER, C MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR 01/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2001-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY & CO LLC MEMBER direct 2001-01-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, PORTFOLIO MANAGER direct 2001-01-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, INVESTMENT ADVISOR direct 2001-01-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER - INVESTMENT MANAGEMENT SERVICES, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2013-03-21
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2001-01-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2001-01-01 2013-04-04
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2001-01-01 2015-03-25
SAVAGE, STEVE, MATTHEW MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 2014-01-01
DEGROOT, JEREMY, LAWRENCE MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER AND CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
DISENHOF, STEPHEN, A. PRINCIPAL 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, DIRECTOR HUMAN RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, DIRECTOR HUMAN RESOURCES direct 2004-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, DIRECTOR HUMAN RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
KELLER, CRAIG, BERNARD MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, PORTFOLIO MANAGER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
CECCARELLI, JENNIFER, ANN PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER INVESTMENT MANAGEMENT SERVICES GROUP direct 2009-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2009-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, DIRECTOR OF INVESTMENT MANAGEMENT OPERATIONS direct 2009-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2011-01-01
HOLLSTEIN, GRETCHEN, CAROL PRINCIPAL, SENIOR INVESTMENT ADVISOR 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, SENIOR INVESTMENT ADVISOR direct 2010-01-01
JAIN, RAJAT PRINCIPAL, SENIOR RESEARCH ANALYST 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR RESEARCH ANALYST direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR RESEARCH ANALYST direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, SENIOR RESEARCH ANALYST direct 2010-01-01
CHEE, JOHN, FRANK PRINCIPAL, SENIOR RESEARCH ANALYST 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR RESEARCH ANALYST direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR RESEARCH ANALYST direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, SENIOR RESEARCH ANALYST direct 2011-01-01
LOWENSTEIN, ALICE PRINCIPAL, DIRECTOR OF PORTFOLIO STRATEGIES 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF MANAGED PORTFOLIOS direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, DIRECTOR OF PORTFOLIO STRATEGIES direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, DIRECTOR OF PORTFOLIO STRATEGIES direct 2011-01-01
LITMAN GREGORY CAPITAL PARTNERS, LLC OWNER 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC OWNER direct 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGER OF LITMAN GREGORY ASSET MANAGERMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2013-04-01
ROSEMONT PARTNERS III, L.P. OWNER 04/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HARTLAND & CO., LLC MEMBER direct 2017-03-01
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC MEMBER direct 2016-09-01
LITMAN GREGORY ASSET MANAGEMENT, LLC OWNER direct 2013-04-01
BOSTON COMMON ASSET MANAGEMENT, LLC MEMBER direct 2016-10-01
SILK INVEST LIMITED SHAREHOLDER direct 2013-07-01
SILK INVEST LIMITED GP indirect 2013-07-01
PALADIN INVESTMENT PARTNERS LLC MEMBER direct 2012-06-01
FOUNDRY PARTNERS, LLC MEMBER direct 2012-10-01
LAFAYETTE ADVISORS LLC MEMBER indirect 2016-09-01
BURKHART, JR., CHARLES, BYRON MANAGER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTMOUNT ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2000-03-01
ROSEMONT INVESTMENT PARTNERS, LLC FOUNDER/PRESIDENT direct 2000-05-01
ALCCI, LLC MANAGER indirect 2000-05-01
SPARTA ASSET MANAGEMENT, LLC MANAGER indirect 2000-05-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGER direct 2013-04-01
A T FUNDS, LLC MANAGEMENT COMMITTEE indirect 2002-04-01 2005-03-30
ARDMORE INVESTMENT PARTNERS, LLC MANAGING MEMBER indirect 2000-05-01 2005-10-31
RICE HALL JAMES & ASSOCIATES LLC MANAGER indirect 2003-02-01 2007-03-23
SILVERCREST ASSET MANAGEMENT GROUP LLC MANAGING MEMBER indirect 2000-05-01 2007-03-27
SILVERCREST ASSET MANAGEMENT GROUP LLC BD direct 2001-12-01 2007-03-27
CHAMPLAIN INVESTMENT PARTNERS, LLC MANAGING MEMBER indirect 2000-05-01 2008-03-26
A T FUNDS, LLC MANAGEMENT COMMITTEE indirect 2002-04-01 2008-03-28
ALLEGIANCE INVESTMENT MANAGEMENT, LLC MANAGEMENT COMMITTEE direct 2002-04-01 2008-03-28
BIVIUM CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2000-05-01 2008-12-05
PERIMETER CAPITAL PARTNERS LLC MANAGER indirect 2000-05-01 2010-03-25
LATEEF INVESTMENT MANAGEMENT, LP. MANAGER indirect 2000-05-01 2012-03-23
FOUNDRY PARTNERS, LLC MANAGER indirect 2000-05-01 2014-01-22
SOUTHERNSUN ASSET MANAGEMENT LLC MANAGER indirect 2000-05-01 2014-03-13
BIVIUM CAPITAL PARTNERS, LLC MANAGER indirect 2000-05-01 2014-03-13
CADENCE CAPITAL MANAGEMENT LLC MANAGER indirect 2000-03-01 2014-03-28
CADENCE CAPITAL MANAGEMENT LLC MANAGEMENT BOARD MEMBER indirect 2005-08-01 2014-03-28
BALENTINE LLC MANAGEMENT COMMITTEE MEMBER direct 2013-06-01 2015-03-31
BAXMAN, JOHN, MICHAEL PRINCIPAL, SENIOR INVESTMENT ADVISOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2016-01-01
ROSEMONT INVESTMENT PARTNERS III, LLC GENERAL PARTNER ROSEMONT PARTNERS III, L.P. 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HARTLAND & CO., LLC GENERAL PARTNER indirect 2010-10-01
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2010-10-01
LITMAN GREGORY ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2013-04-01
BOSTON COMMON ASSET MANAGEMENT, LLC GP indirect 2010-10-01
SILK INVEST LIMITED GP indirect 2013-07-01
SILK INVEST LIMITED GP indirect 2013-07-01
PALADIN INVESTMENT PARTNERS LLC GP indirect 2010-10-01
KELLER, CRAIG, BERNARD MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, PORTFOLIO MANAGER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
LITMAN, CRAIG MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN direct 1995-07-01 2005-03-23
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2008-10-08
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER, SENIOR INVESTMENT ADVISER direct 1995-07-01 2013-04-24
LITMAN GREGORY FUND ADVISORS, LLC SECRETARY direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 1995-07-01 2015-03-25
GREGORY, KENNETH, EDMOND MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC CHAIRMAN direct 2014-01-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, PRESIDENT, SECRETARY direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PRESIDENT, SECRETARY direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1995-07-01 2015-03-25
WHEATON, CHRISTOPHER, C MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2001-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY & CO LLC MEMBER direct 2001-01-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, PORTFOLIO MANAGER direct 2001-01-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, INVESTMENT ADVISOR direct 2001-01-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER - INVESTMENT MANAGEMENT SERVICES, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2013-03-21
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2001-01-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2001-01-01 2013-04-04
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2001-01-01 2015-03-25
SAVAGE, STEVE, MATTHEW MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 2014-01-01
DEGROOT, JEREMY, LAWRENCE MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER AND CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01

LITMAN GREGORY ASSET MANAGEMENT, LLC

ownership team - last updated 2018-06-28
Name Title Start Date Direct/Indirect % Ownership
LITMAN, CRAIG MANAGING PRINCIPAL, CO-FOUNDING PARTNER 07/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN direct 1995-07-01 2005-03-23
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2008-10-08
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER, SENIOR INVESTMENT ADVISER direct 1995-07-01 2013-04-24
LITMAN GREGORY FUND ADVISORS, LLC SECRETARY direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 1995-07-01 2015-03-25
GREGORY, KENNETH, EDMOND MANAGING PRINCIPAL, CO-FOUNDING PARTNER 07/01/1995 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC CHAIRMAN direct 2014-01-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, PRESIDENT, SECRETARY direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PRESIDENT, SECRETARY direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1995-07-01 2015-03-25
Johnson, Ronald, Timothy PRINCIPAL 07/01/1995 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL direct 1995-07-01
LITMAN GREGORY FUND ADVISORS LLC MEMBER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC VICE PRESIDENT direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC VICE PRESIDENT, MEMBER direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF TECHNOLOGY, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF TECHNOLOGY, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, DIRECTOR OF TECHNOLOGY, CHIEF FINANCIAL OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2010-06-21
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF TECHNOLOGY, CHIEF FINANCIAL OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2011-02-03
LITMAN/GREGORY FUND ADVISORS, LLC MEMBER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF FINANCIAL OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS, LLC MEMBER AND CFO OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CHIEF FINANCIAL OFFICER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF FINANCIAL OFFICER direct 1995-07-01 2016-10-19
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01 2016-10-19
WHEATON, CHRISTOPHER, C MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR 01/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2001-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY & CO LLC MEMBER direct 2001-01-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, PORTFOLIO MANAGER direct 2001-01-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, INVESTMENT ADVISOR direct 2001-01-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER - INVESTMENT MANAGEMENT SERVICES, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2013-03-21
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2001-01-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2001-01-01 2013-04-04
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2001-01-01 2015-03-25
SAVAGE, STEVE, MATTHEW MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 2014-01-01
DEGROOT, JEREMY, LAWRENCE MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER AND CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
DISENHOF, STEPHEN, A. PRINCIPAL 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, DIRECTOR HUMAN RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, DIRECTOR HUMAN RESOURCES direct 2004-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, DIRECTOR OF RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, DIRECTOR HUMAN RESOURCES direct 2004-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
KELLER, CRAIG, BERNARD MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, PORTFOLIO MANAGER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
CECCARELLI, JENNIFER, ANN PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER INVESTMENT MANAGEMENT SERVICES GROUP direct 2009-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2009-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, DIRECTOR OF INVESTMENT MANAGEMENT OPERATIONS direct 2009-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP direct 2011-01-01
HOLLSTEIN, GRETCHEN, CAROL PRINCIPAL, SENIOR INVESTMENT ADVISOR 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, SENIOR INVESTMENT ADVISOR direct 2010-01-01
JAIN, RAJAT PRINCIPAL, SENIOR RESEARCH ANALYST 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR RESEARCH ANALYST direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR RESEARCH ANALYST direct 2010-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, SENIOR RESEARCH ANALYST direct 2010-01-01
CHEE, JOHN, FRANK PRINCIPAL, SENIOR RESEARCH ANALYST 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR RESEARCH ANALYST direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR RESEARCH ANALYST direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, SENIOR RESEARCH ANALYST direct 2011-01-01
LOWENSTEIN, ALICE PRINCIPAL, DIRECTOR OF PORTFOLIO STRATEGIES 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, DIRECTOR OF MANAGED PORTFOLIOS direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, DIRECTOR OF PORTFOLIO STRATEGIES direct 2011-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC PARTNER, DIRECTOR OF PORTFOLIO STRATEGIES direct 2011-01-01
LITMAN GREGORY CAPITAL PARTNERS, LLC OWNER 04/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC OWNER direct 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGER OF LITMAN GREGORY ASSET MANAGERMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2013-04-01
ROSEMONT PARTNERS III, L.P. OWNER 04/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HARTLAND & CO., LLC MEMBER direct 2017-03-01
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC MEMBER direct 2016-09-01
LITMAN GREGORY ASSET MANAGEMENT, LLC OWNER direct 2013-04-01
BOSTON COMMON ASSET MANAGEMENT, LLC MEMBER direct 2016-10-01
SILK INVEST LIMITED SHAREHOLDER direct 2013-07-01
SILK INVEST LIMITED GP indirect 2013-07-01
PALADIN INVESTMENT PARTNERS LLC MEMBER direct 2012-06-01
FOUNDRY PARTNERS, LLC MEMBER direct 2012-10-01
LAFAYETTE ADVISORS LLC MEMBER indirect 2016-09-01
BURKHART, JR., CHARLES, BYRON MANAGER 04/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
WESTMOUNT ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2000-03-01
ROSEMONT INVESTMENT PARTNERS, LLC FOUNDER/PRESIDENT direct 2000-05-01
ALCCI, LLC MANAGER indirect 2000-05-01
SPARTA ASSET MANAGEMENT, LLC MANAGER indirect 2000-05-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGER direct 2013-04-01
A T FUNDS, LLC MANAGEMENT COMMITTEE indirect 2002-04-01 2005-03-30
ARDMORE INVESTMENT PARTNERS, LLC MANAGING MEMBER indirect 2000-05-01 2005-10-31
RICE HALL JAMES & ASSOCIATES LLC MANAGER indirect 2003-02-01 2007-03-23
SILVERCREST ASSET MANAGEMENT GROUP LLC MANAGING MEMBER indirect 2000-05-01 2007-03-27
SILVERCREST ASSET MANAGEMENT GROUP LLC BD direct 2001-12-01 2007-03-27
CHAMPLAIN INVESTMENT PARTNERS, LLC MANAGING MEMBER indirect 2000-05-01 2008-03-26
A T FUNDS, LLC MANAGEMENT COMMITTEE indirect 2002-04-01 2008-03-28
ALLEGIANCE INVESTMENT MANAGEMENT, LLC MANAGEMENT COMMITTEE direct 2002-04-01 2008-03-28
BIVIUM CAPITAL PARTNERS, LLC MANAGING MEMBER indirect 2000-05-01 2008-12-05
PERIMETER CAPITAL PARTNERS LLC MANAGER indirect 2000-05-01 2010-03-25
LATEEF INVESTMENT MANAGEMENT, LP. MANAGER indirect 2000-05-01 2012-03-23
FOUNDRY PARTNERS, LLC MANAGER indirect 2000-05-01 2014-01-22
SOUTHERNSUN ASSET MANAGEMENT LLC MANAGER indirect 2000-05-01 2014-03-13
BIVIUM CAPITAL PARTNERS, LLC MANAGER indirect 2000-05-01 2014-03-13
CADENCE CAPITAL MANAGEMENT LLC MANAGER indirect 2000-03-01 2014-03-28
CADENCE CAPITAL MANAGEMENT LLC MANAGEMENT BOARD MEMBER indirect 2005-08-01 2014-03-28
BALENTINE LLC MANAGEMENT COMMITTEE MEMBER direct 2013-06-01 2015-03-31
BAXMAN, JOHN, MICHAEL PRINCIPAL, SENIOR INVESTMENT ADVISOR 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2016-01-01
ROSEMONT INVESTMENT PARTNERS III, LLC GENERAL PARTNER ROSEMONT PARTNERS III, L.P. 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
HARTLAND & CO., LLC GENERAL PARTNER indirect 2010-10-01
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2010-10-01
LITMAN GREGORY ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2013-04-01
BOSTON COMMON ASSET MANAGEMENT, LLC GP indirect 2010-10-01
SILK INVEST LIMITED GP indirect 2013-07-01
SILK INVEST LIMITED GP indirect 2013-07-01
PALADIN INVESTMENT PARTNERS LLC GP indirect 2010-10-01
KELLER, CRAIG, BERNARD MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, PORTFOLIO MANAGER direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2007-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
LITMAN, CRAIG MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN direct 1995-07-01 2005-03-23
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, CHAIRMAN, CHIEF COMPLIANCE OFFICER direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR direct 1995-07-01 2008-10-08
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER, SENIOR INVESTMENT ADVISER direct 1995-07-01 2013-04-24
LITMAN GREGORY FUND ADVISORS, LLC SECRETARY direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 1995-07-01 2015-03-25
GREGORY, KENNETH, EDMOND MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CO-FOUNDING PARTNER direct 1995-07-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC CHAIRMAN direct 2014-01-01
LITMAN GREGORY FUND ADVISORS LLC MANAGER OF LG LLC indirect 1996-07-01 2001-03-16
LITMAN/GREGORY ASSET MANAGEMENT, LLC MANAGER, PRESIDENT, SECRETARY direct 1995-07-01 2007-02-28
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PRESIDENT, SECRETARY direct 1995-07-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, PORTFOLIO MANAGER direct 1995-07-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST, INVESTMENT ADVISOR direct 1995-07-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2010-06-21
LITMAN/GREGORY FUND ADVISORS, LLC MANAGER OF LGAM LLC indirect 1996-07-01 2012-04-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT STRATEGIST direct 1995-07-01 2013-03-21
LITMAN GREGORY FUND ADVISORS LLC MANAGER direct 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1996-07-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 1996-07-01 2013-10-08
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CO-FOUNDING PARTNER direct 1995-07-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 1995-07-01 2015-03-25
WHEATON, CHRISTOPHER, C MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, SENIOR INVESTMENT ADVISOR direct 2001-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY & CO LLC MEMBER direct 2001-01-01 2007-10-19
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, PORTFOLIO MANAGER direct 2001-01-01 2008-07-09
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, INVESTMENT MANAGEMENT SERVICES, INVESTMENT ADVISOR direct 2001-01-01 2009-12-17
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER - INVESTMENT MANAGEMENT SERVICES, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2013-03-21
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT LLC indirect 2001-01-01 2013-03-25
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2001-01-01 2013-04-04
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, SENIOR INVESTMENT ADVISOR direct 2001-01-01 2014-03-10
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01 2014-03-10
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2001-01-01 2015-03-25
SAVAGE, STEVE, MATTHEW MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, EDITOR AND PUBLISHER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC MEMBER, MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY CAPITAL PARTNERS indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC MANAGING PARTNER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2003-01-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRESIDENT direct 2014-01-01
DEGROOT, JEREMY, LAWRENCE MANAGING PRINCIPAL LITMAN GREGORY CAPITAL PARTNERS, LLC 04/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER, INVESTMENT ADVISOR direct 2003-01-01
LITMAN/GREGORY ASSET MANAGEMENT, LLC MEMBER, PARTNER AND CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER, CHIEF INVESTMENT OFFICER direct 2003-01-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PRINCIPAL indirect 2013-04-01
LITMAN GREGORY ASSET MANAGEMENT, LLC MANAGING PARTNER indirect 2013-04-01
LITMAN GREGORY FUND ADVISORS, LLC PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT indirect 2013-04-01

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