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Type	Result	AUM

Jonathan Stein
Firm	Cortec Group Management Services LLC
Address	140 East 45th Street 43rd Floor New York, NY 10017
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Cortec Group Management Services LLC
Cortec as Co-Invest LP	021-517926	Executive Officer			34.7 M
Cortec LOV Co-Investment Fund VIII-A LP	021-530143	Executive Officer			16.7 M
Cortec LOV Co-Investment Fund VIII LP	021-530142	Executive Officer			38.3 M
Cortec Group Fund VIII-A LP	021-474608	Executive Officer		1,590.3 M	1,400.7 M
Cortec Group Fund VIII LP	021-474605	Executive Officer		1,590.3 M	1,694.1 M
Cortec Group Fund VII-A LP	021-353262	Executive Officer			968.3 M
Cortec Group Fund VII LP	021-353260	Executive Officer			1,506.6 M
Betterment Holdings Inc	021-416346	Executive Officer		60.0 M of 60.0 M
Betterment Holdings Inc	021-293997	Executive Officer		70.0 M of 70.0 M
Betterment Holdings Inc	021-261077	Executive Officer		92.0 M of 100.0 M
Betterment Holdings Inc	021-234542	Executive Officer		60.0 M of 60.0 M
Betterment Holdings Inc	021-215721	Executive Officer		30.0 M of 32.0 M
Katena Holdings Inc	021-208559	Executive Officer		7.5 M of 7.5 M
Betterment Holdings Inc	021-152216	Executive Officer		3.0 M of 3.0 M

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