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Type	Result	AUM ($B)

James Kaplan
Firm
Address	300 Carnegie Center Suite 240 Princeton, NJ 08540
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM ($M)
M Financial Holdings Inc	021-541128	Director		6.8 M of 6.8 M
M Financial Holdings Inc	021-507865	Director		4.3 M of 4.3 M
M Financial Holdings Inc	021-475911	Director		0.0 M of 0.0 M
M Financial Holdings Inc	021-475910	Director		6.0 M of 6.0 M
M Financial Holdings Inc	021-452494	Director		8.2 M of 8.2 M
M Financial Holdings Inc	021-437359	Director		8.3 M of 8.3 M
M Financial Holdings Inc	021-437360	Director		0.0 M of 0.0 M
M Financial Holdings Inc	021-392096	Director		0.0 M of 0.0 M
M Financial Holdings Inc	021-392080	Director		7.7 M of 7.7 M
M Financial Holdings Inc	021-362699	Director		0.1 M of 0.1 M
M Financial Holdings Inc	021-362697	Director		8.4 M of 8.4 M
Equitable Agents Reinsurance Co	021-81819-7L	Director		0.6 M of 0.8 M
Equitable Agents Reinsurance Co	021-149576	Director		0.2 M of 0.3 M

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