Shree Viswanathan

Advisory Research, Inc. (ARI) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by David Heller in 1974 and is a wholly-owned subsidiary of Ostara, Inc. They provide discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, unregistered pooled investment vehicles, and model-based accounts.

Founded in 1982 by John L. Keeley, Jr., Keeley Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Keeley-Teton Advisors LLC and their ultimate parent is Keeley-Teton Advisors LLC. They provide investment management services to individuals and institutions.

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY.

Keeley-Teton Advisors LLC (Keeley Teton) is a registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2016 to facilitate Teton Advisors' acquisition of the investment advisory business of Keeley Asset Management Corp. They are a wholly-owned subsidiary of Teton Advisors, Inc. (OTCMKTS: TETAA). Keeley Teton provides investment advisory services to open-end registered investment companies as well as individuals, banking institutions, pension and profit-sharing plans, charitable organizations, and municipal government entities.

SVN Capital LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lincolnshire, Illinois. The firm was founded by Shreekkanth “Shree” Viswanathan in 2018. SVN Capital provides discretionary investment management services to individuals and entities through separately managed accounts.