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Type	Result	AUM

Tracy Schmidt
Firm
Address	128 S Tryon Street, Suite 880 Charlotte, NC 28202
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM
Conversus StepStone Private Markets	021-374616	Director
CNL Strategic Capital LLC	021-292101	Executive Officer		of 200.0 M
Cnlbancshares Inc	021-177970	Director		8.1 M of 40.0 M
Cnlbancshares Inc	021-162145	Director		4.4 M of 40.0 M
Pinnacle Real Estate Inc	021-137668	Director		0.1 M of 0.1 M
Cnlbancshares Inc	021-137003	Director		9.7 M of 20.0 M
CNL Income Real Estate LLC	021-132040	Executive Officer		of 14.0 M

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