INTERSECT CAPITAL LLC

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Intersect Capital is based out of San Ramon. Intersect Capital is a large advisory firm with 431 clients and discretionary assets under management (AUM) of $1,155,920,270 (Form ADV from 2022-08-05). Their last reported 13F filing for Q2 2022 included $330,676,000 in managed 13F securities and a top 10 holdings concentration of 29.55%. Intersect Capital's largest holding is Apple Inc with shares held of 131,514. Whalewisdom has at least 32 13F filings

06/30/2022

13F Activity

  • Market Value $330.676 Million
  • Prior Market Value $521.014 Million
  • New Purchases25 stocks
  • Additional Purchases129 stocks
  • Sold out of117 stocks
  • Reduced holdings in175 stocks
  • Top 10 Holdings % 29.55 %
  • Turnover % [1]:41.16%
  • Turnover Alt % [2]: 8.36 %
  • Time Held Top20:13.15 quarters
  • Time Held Top10:12.60 quarters
  • Time Held All:10.07 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: -14.28%
Performance Last 4 Quarters: -9.87%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

INTERSECT CAPITAL LLC
12657 ALCOSTA BOULEVARD SUITE 400
SAN RAMON CA    94583
Country: United States
Business Phone: 925-790-2894
Fax: 925-303-4196
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 106,124,000
Total Number of Clients: 431
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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INTERSECT CAPITAL LLC

ownership team - last updated 2022-03-24
Name Title Start Date Direct/Indirect % Ownership
MCLEAN, JOSEPH, R. MANAGING PARTNER & CHIEF COMPLIANCE OFFICER 03/01/2021 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC MEMBER direct 2015-01-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER direct 2016-01-01
TRUE CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2011-04-01
ARMANINO LLP MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC OWNER, MEMBER direct 1997-09-01
INTERSECT CAPITAL LLC MEMBER direct 1997-09-01
ARMANINO, MATTHEW GENERAL/MANAGING PARTNER ARMANINO LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01

INTERSECT CAPITAL LLC

ownership team - last updated 2021-12-16
Name Title Start Date Direct/Indirect % Ownership
MCLEAN, JOSEPH, R. MANAGING PARTNER & CHIEF COMPLIANCE OFFICER 03/01/2021 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC MEMBER direct 2015-01-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER direct 2016-01-01
TRUE CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2011-04-01
ARMANINO LLP MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC OWNER, MEMBER direct 1997-09-01
INTERSECT CAPITAL LLC MEMBER direct 1997-09-01
ARMANINO, MATTHEW GENERAL/MANAGING PARTNER ARMANINO LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01

INTERSECT CAPITAL LLC

ownership team - last updated 2021-07-02
Name Title Start Date Direct/Indirect % Ownership
MCLEAN, JOSEPH, R. MANAGING PARTNER & CHIEF COMPLIANCE OFFICER 03/01/2021 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC MEMBER direct 2015-01-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER direct 2016-01-01
TRUE CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2011-04-01
ARMANINO LLP MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC OWNER, MEMBER direct 1997-09-01
INTERSECT CAPITAL LLC MEMBER direct 1997-09-01
ARMANINO, MATTHEW GENERAL/MANAGING PARTNER ARMANINO LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01

INTERSECT CAPITAL LLC

ownership team - last updated 2021-06-25
Name Title Start Date Direct/Indirect % Ownership
MCLEAN, JOSEPH, R. MANAGING PARTNER & CHIEF COMPLIANCE OFFICER 03/01/2021 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC MEMBER direct 2015-01-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER direct 2016-01-01
TRUE CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2011-04-01
ARMANINO LLP MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC OWNER, MEMBER direct 1997-09-01
INTERSECT CAPITAL LLC MEMBER direct 1997-09-01
ARMANINO, MATTHEW GENERAL/MANAGING PARTNER ARMANINO LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01

INTERSECT CAPITAL LLC

ownership team - last updated 2021-03-25
Name Title Start Date Direct/Indirect % Ownership
MCLEAN, JOSEPH, R. MANAGING PARTNER & CHIEF COMPLIANCE OFFICER 03/01/2021 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC MEMBER direct 2015-01-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER direct 2016-01-01
TRUE CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2011-04-01
ARMANINO LLP MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC OWNER, MEMBER direct 1997-09-01
INTERSECT CAPITAL LLC MEMBER direct 1997-09-01
ARMANINO, MATTHEW GENERAL/MANAGING PARTNER ARMANINO LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01

INTERSECT CAPITAL LLC

ownership team - last updated 2020-11-10
Name Title Start Date Direct/Indirect % Ownership
SHIELL, DAVID, WILLIAM CO-MANAGING MEMBER/PRESIDENT 06/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1998-06-01
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PRESIDENT direct 1998-06-01
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-06-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER/PRESIDENT direct 1998-06-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-06-01
BIG SKY ASSET MANAGEMENT LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2003-01-01
BIG SKY ASSET MANAGEMENT LLC PRESIDENT direct 2003-01-01
MCLEAN, JOSEPH, R. CO-MANAGING MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC MEMBER direct 2015-01-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER direct 2016-01-01
TRUE CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2011-04-01
BLODGETT, DEVIN, ROBERT CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
ARMANINO LLP MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC OWNER, MEMBER direct 1997-09-01
INTERSECT CAPITAL LLC MEMBER direct 1997-09-01
ARMANINO, MATTHEW GENERAL/MANAGING PARTNER ARMANINO LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01

INTERSECT CAPITAL LLC

ownership team - last updated 2020-09-21
Name Title Start Date Direct/Indirect % Ownership
SHIELL, DAVID, WILLIAM CO-MANAGING MEMBER/PRESIDENT 06/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1998-06-01
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PRESIDENT direct 1998-06-01
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-06-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER/PRESIDENT direct 1998-06-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-06-01
BIG SKY ASSET MANAGEMENT LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2003-01-01
BIG SKY ASSET MANAGEMENT LLC PRESIDENT direct 2003-01-01
MCLEAN, JOSEPH, R. CO-MANAGING MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC MEMBER direct 2015-01-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER direct 2016-01-01
TRUE CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2011-04-01
BLODGETT, DEVIN, ROBERT CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
ARMANINO LLP MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC OWNER, MEMBER direct 1997-09-01
INTERSECT CAPITAL LLC MEMBER direct 1997-09-01
ARMANINO, MATTHEW GENERAL/MANAGING PARTNER ARMANINO LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01

INTERSECT CAPITAL LLC

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
SHIELL, DAVID, WILLIAM CO-MANAGING MEMBER/PRESIDENT 06/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1998-06-01
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PRESIDENT direct 1998-06-01
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-06-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER/PRESIDENT direct 1998-06-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-06-01
BIG SKY ASSET MANAGEMENT LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2003-01-01
BIG SKY ASSET MANAGEMENT LLC PRESIDENT direct 2003-01-01
MCLEAN, JOSEPH, R. CO-MANAGING MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC MEMBER direct 2015-01-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER direct 2016-01-01
TRUE CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2011-04-01
BLODGETT, DEVIN, ROBERT CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
ARMANINO LLP MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC OWNER, MEMBER direct 1997-09-01
INTERSECT CAPITAL LLC MEMBER direct 1997-09-01
ARMANINO, MATTHEW GENERAL/MANAGING PARTNER ARMANINO LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01

INTERSECT CAPITAL LLC

ownership team - last updated 2020-02-27
Name Title Start Date Direct/Indirect % Ownership

INTERSECT CAPITAL LLC

ownership team - last updated 2019-03-18
Name Title Start Date Direct/Indirect % Ownership
SHIELL, DAVID, WILLIAM CO-MANAGING MEMBER/PRESIDENT 06/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1998-06-01
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PRESIDENT direct 1998-06-01
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-06-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER/PRESIDENT direct 1998-06-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-06-01
BIG SKY ASSET MANAGEMENT LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2003-01-01
BIG SKY ASSET MANAGEMENT LLC PRESIDENT direct 2003-01-01
MCLEAN, JOSEPH, R. CO-MANAGING MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC MEMBER direct 2015-01-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER direct 2016-01-01
TRUE CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2011-04-01
BLODGETT, DEVIN, ROBERT CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
ARMANINO LLP MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC OWNER, MEMBER direct 1997-09-01
INTERSECT CAPITAL LLC MEMBER direct 1997-09-01
ARMANINO, MATTHEW GENERAL/MANAGING PARTNER ARMANINO LLP 01/01/2019 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01

INTERSECT CAPITAL LLC

ownership team - last updated 2017-04-28
Name Title Start Date Direct/Indirect % Ownership
SHIELL, DAVID, WILLIAM CO-MANAGING MEMBER/PRESIDENT 06/01/1998 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1998-06-01
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PRESIDENT direct 1998-06-01
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-06-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER/PRESIDENT direct 1998-06-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 1998-06-01
BIG SKY ASSET MANAGEMENT LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2003-01-01
BIG SKY ASSET MANAGEMENT LLC PRESIDENT direct 2003-01-01
ARMANINO LLP MEMBER 09/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC OWNER, MEMBER direct 1997-09-01
INTERSECT CAPITAL LLC MEMBER direct 1997-09-01
BLODGETT, DEVIN, ROBERT CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
MCLEAN, JOSEPH, R. CO-MANAGING MEMBER 01/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INTERSECT CAPITAL LLC MEMBER direct 2015-01-01
INTERSECT CAPITAL LLC CO-MANAGING MEMBER direct 2016-01-01
TRUE CAPITAL MANAGEMENT LLC SENIOR VICE PRESIDENT direct 2011-04-01
HOURIGAN, TIMOTHY PARTNER ARMANINO LLP 01/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2009-01-01
PERREAULT, MATTHEW, ALEXIS PARTNER ARMANINO LLP 01/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2006-01-01
JONES, DANIEL PARTNER ARMANINO LLP 01/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2003-01-01
KIRSCHENBAUM, BRUCE PARTNER ARMANINO LLP 08/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-08-01
LEE, DAVID PARTNER ARMANINO LLP 01/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2011-01-01
MARTINEZ, RICARDO PARTNER ARMANINO LLP 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2014-01-01
MESCALL, THOMAS PARTNER ARMANINO LLP 01/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2006-01-01
MIDORIKAWA, TAKASHI PARTNER ARMANINO LLP 01/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01
MOORE, CHRISTOPHER PARTNER ARMANINO LLP 08/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-08-01
NEVAREZ, JOSHUA PARTNER ARMANINO LLP 01/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2007-01-01
O'GRADY, PAUL PARTNER ARMANINO LLP 01/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2005-01-01
PELZ, MONIKA PARTNER ARMANINO LLP 01/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2011-01-01
PETERSON, PAUL PARTNER ARMANINO LLP 01/01/2001 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2001-01-01
SORDELLO, DAVID PARTNER ARMANINO LLP 01/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2006-01-01
STEGNER, JEFFREY PARTNER ARMANINO LLP 01/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2003-01-01
SUCHARSKI, JEREMY PARTNER ARMANINO LLP 01/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2011-01-01
TUVELL, ROBERT PARTNER ARMANINO LLP 01/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2009-01-01
WAGNER, MARK PARTNER ARMANINO LLP 01/01/1987 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 1987-01-01
WISE, KEVIN PARTNER ARMANINO LLP 04/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2008-04-01
ARMANINO, ANDREW, J. MANAGING PARTNER ARMANINO LLP 01/01/2005 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC MANAGING PARTNER indirect 2005-01-01
INTERSECT CAPITAL LLC MANAGING PARTNER indirect 2005-01-01
COLVIN, LORI PARTNER ARMANINO LLP 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2008-01-01
ANTONELLI, LINDY PARTNER ARMANINO LLP 09/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2012-09-01
ARMANINO, MATTHEW PARTNER ARMANINO LLP 01/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2010-01-01
BORGIA, SCOTT PARTNER ARMANINO LLP 01/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2009-01-01
BOWEN, DAN PARTNER ARMANINO LLP 01/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2006-01-01
BRAUSE, HERMAN PARTNER ARMANINO LLP 01/01/2002 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2002-01-01
BROWN, THERESA PARTNER ARMANINO LLP 01/01/2014 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2014-01-01
BRYCHEL, JOHN PARTNER ARMANINO LLP 01/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2009-01-01
CHAVEZ, MATTHEW PARTNER ARMANINO LLP 01/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2009-01-01
CLESS, BRAD PARTNER ARMANINO LLP 01/01/1995 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 1995-01-01
HORNER, JOHN PARTNER ARMANINO LLP 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2013-01-01
COPELAND, SCOTT PARTNER ARMANINO LLP 01/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2006-01-01
DAVIES, JON PARTNER ARMANINO LLP 01/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2006-01-01
DAVIS, DAVID PARTNER ARMANINO LLP 01/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2007-01-01
DUNICAN, JOHN PARTNER ARMANINO LLP 01/01/2013 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2013-01-01
MALCOLM, ELLERBE PARTNER ARMANINO LLP 01/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2007-01-01
FOSTER, JEFFREY PARTNER ARMANINO LLP 09/01/2007 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2007-09-01
GARD, THOMAS PARTNER ARMANINO LLP 01/01/2000 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2000-01-01
HENLEY, LYNN PARTNER ARMANINO LLP 12/01/2011 Indirect Other
Fund Name Position direct/indirect start date end date
FINANCIAL HORIZONS-WEALTH BUILDING STRATEGIES LLC PARTNER indirect 2011-12-01

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