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Type	Result	AUM

Paul Ortner IV
Firm
Address	16679 Boones Ferry Road Suite 115 Lake Oswego, OR 97035
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Concentric Short Duration Bond Fund LP	021-260351	Executive Officer
CSA Global Equity Ltd	021-177093	Director		3.4 M
CSA Global Equity LP	021-172450	Executive Officer		8.0 M
Concentric Long-Biased LP	021-42519	Executive Officer		3,825.6 M
Concentric Wealth Advisors LLC
TFC Global Master Fund LP	021-289683	Executive Officer		19.6 M	18.2 M
CSA Global Asset Management LLC
CSA Global Equity Master Fund LP	021-172559	Executive Officer		11.8 M	10.0 M

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