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Type	Result	AUM

Rick Roberts
Firm
Address	28202 Cabot Road Suite 300 Laguna Niguel, CA 92677
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Hail Merry LLC	021-271465	Executive Officer		1.0 M of 3.0 M
Certus Financial Group LLC	021-256257	Executive Officer		0.9 M
Hail Merry LLC	021-240081	Executive Officer		6.0 M of 7.5 M
Certus Financial Group LLC	021-173299	Executive Officer		0.8 M
Chevron Phillips Chemical Co LP	021-144899	Executive Officer		105.3 M

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