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Type	Result	AUM

Jeffery Smith
Firm
Address	15400 Boones Ferry Rd Suite 201 Lake Oswego, OR 97035
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Vergepointe Capital Fund XXVI LP	021-570094	Executive Officer		3.5 M of 50.0 M
Marketmaker CRE Inc	021-556217	Executive Officer		0.7 M of 0.8 M
Vergepointe Opportunity Zone Fund I LP	021-488673	Executive Officer		1.2 M of 50.0 M
Weeels Inc	021-312172	Director		0.4 M of 0.5 M
Munger Road LLC	021-145302	Director		0.3 M of 0.4 M
Title Center of Greater Kentucky LLC	021-78419	Director		0.1 M of 0.1 M

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