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Type	Result	AUM

Stephen Holmes
Firm
Address	6277 Sea Harbor Drive Orlando, FL 32821
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Wyndham Destinations Inc	021-347219	Director		25.0 M of 25.0 M
Summit Private Capital LLC - Series 2018	021-302867	Executive Officer		of 100.0 M
Morgan Stanley Emerging Markets Leaders Fund Cayman LP	021-163020	Executive Officer		1.1 M
Morgan Stanley Employee TALF Fund LP	021-132707	Executive Officer		19.0 M
Mercer Investments LLC
Summit Private Capital LLC	021-266165	Executive Officer		28.8 M of 28.8 M	28.3 M
Summit Strategies COI Fund I LP	021-256903	Executive Officer		57.3 M of 100.0 M	37.1 M

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