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Type	Result	AUM

Brian Katz
Firm
Address	1660 International Drive Suite 500 Mclean, VA 22102
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Powerhouse 95 Holding 2 LLC	021-571578	Director		of 0.1 M
Powerhouse 95 Holding 3 LLC	021-571579	Director		of 0.1 M
Powerhouse 95 Holding LLC	021-571577	Director		of 0.1 M
Powerhouse Data LCX Holding 2 LLC	021-571582	Director		of 0.1 M
Powerhouse Data LCX Holding LLC	021-571581	Director		of 0.1 M
AREP Digital Opportunity Fund V LP	021-570757	Executive Officer		200.0 M of 750.0 M
Safer School Solutions Inc	021-550735	Executive Officer		0.2 M of 0.2 M
AIH Sub Inc	021-514586	Director		3.0 M of 4.0 M
AREP Strategic Opportunity Fund IV LP	021-504818	Executive Officer		301.6 M of 301.6 M
Safer School Solutions Inc	021-498476	Executive Officer		1.5 M of 1.5 M
AREP SOF III Feeder Fund LP	021-449623	Executive Officer		10.3 M of 10.3 M
AREP Strategic Opportunity Fund III LP	021-449630	Executive Officer		10.3 M of 10.3 M
AREP Strategic Opportunity Fund III LP	021-402832	Executive Officer		51.8 M of 51.8 M
Curbside Kitchen Inc	021-364122	Executive Officer		1.8 M of 2.0 M
Anchor Insurance Holdings Inc	021-332608	Director		of 12.0 M
Anchor Insurance Holdings Inc	021-330378	Director		5.8 M of 5.8 M
Focus Partners Wealth LLC
TCG Balanced Fund LP	021-114716	Executive Officer		478.4 M	164.7 M
TCG Diversifying Strategies Fund LP	021-357108	Executive Officer		89.3 M	52.9 M
TCG Onshore Balanced Fund LP	021-139368	Executive Officer		405.1 M	2,224.5 M
New Providence Asset Management LP
New Providence Diversifying Strategies Portfolio LP	021-357108	Executive Officer		89.3 M	59.8 M
New Providence Balanced Portfolio LP	021-114716	Executive Officer		478.4 M	281.0 M
New Providence Onshore Balanced Portfolio LP	021-139368	Executive Officer		405.1 M	243.9 M
Windhorse Capital Management LLC
Windhorse Reserve LP	021-274408	Executive Officer		70.4 M	24.6 M

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