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Type	Result	AUM

Adam Stein
Firm
Address	7451 N 63rd Street Longmont, CO 80503
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
LM Affordable Housing Fund 2025-1 LLC	021-549817	Director		3.6 M
Liam Properties GP Holdings I LLC	021-547643	Director		0.4 M
Gridium Inc	021-474904	Executive Officer		2.2 M of 2.2 M
Gridium Inc	021-474905	Executive Officer		2.2 M of 3.5 M
Blue Sky Ventures LLC	021-439990	Executive Officer		2.0 M of 2.0 M
Headlight Capital Fund LP	021-322655	Executive Officer
Loantek Inc	021-225994	Executive Officer		of 0.5 M
Gridium Inc	021-193141	Director		0.7 M of 0.8 M
Loantek Inc	021-192423	Executive Officer		1.0 M of 1.0 M
SF CC Holdings Inc	021-187711	Director		310.1 M of 310.1 M
Gridium Inc	021-178145	Director		1.0 M of 1.2 M
Integrated Mortgage Origination Systems LLC	021-162109	Executive Officer		0.1 M of 0.6 M
FDO Holdings Inc	021-151493	Director		317.3 M of 317.3 M
Marietta Holding Corp	021-139285	Director		132.7 M
Lightbay Management LLC
Lightbay Executive Fund II LP	021-452370	Executive Officer		1,040.4 M	48.5 M
Lightbay Investment Partners II-A LP	021-415074	Executive Officer		1,040.4 M	311.2 M
Lightbay Investment Partners II LP	021-415072	Executive Officer		1,040.4 M	700.4 M
Lightbay Executive Fund LP	021-307162	Executive Officer		5.2 M	47.8 M
Lightbay Investment Partners A LP	021-295620	Executive Officer			264.6 M
Lightbay Investment Partners LP	021-295621	Executive Officer			465.8 M

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