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Type	Result	AUM

Jeff Klotz
Firm
Address	645 Mayport Road Suite 5 Atlantic Beach, FL 32233
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Canopy Investment Partners LLC	021-506378	Executive Officer		of 30.0 M
BR4 Klotz Fund LP	021-480398	Executive Officer
Amroc Premier Opportunity Fund LP	021-441794	Executive Officer		3.6 M
Amvestar Affordable Housing Partnership III LLC	021-187484	Executive Officer		3.6 M
Amvestar Affordable Housing Partnership LLC	021-185785	Executive Officer		7.1 M
Amvestar Affordable Housing Fund LLC	021-179124	Executive Officer		12.7 M
Amvestar Affordable Housing Fund LLC	021-169086	Executive Officer		0.2 M

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