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Type	Result	AUM

Richard Helppie
Firm
Address	222 W Las Colinas Blvd East Tower, Suite 1260 Irving, TX 75039
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
MBR Intentional Marketing Inc	021-227020	Director		4.8 M of 4.8 M
Sandlot Solutions Inc	021-224785	Director		18.2 M of 22.0 M
Santa Rosa Holdings LLC	021-219124	Executive Officer		16.4 M of 16.4 M
Santa Rosa Consulting Inc	021-199335	Executive Officer		10.0 M of 10.0 M
Vineyard Tenacity Opportunity Fund LP	021-176306	Executive Officer		5.5 M of 50.0 M
Santa Rosa Consulting Inc	021-144388	Executive Officer		25.0 M of 25.0 M

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