Capital Fund 1

True North Advisors, located in Dallas, is a full-service investment advisory company. The company has been operational since 2000 and offers a range of investment solutions. It provides financial assistance and consulting services. The company also offers online information about interest rates. In addition, it provides online financial modeling and portfolio assessment tools. True North Advisors employs a staff of investment managers, consultants and other support personnel.

Harbert Management Corporation (HMC) is an investment management firm based in Birmingham, Alabama, with a focus on alternative assets and approximately $7.8 billion in regulatory assets under management as of March 31, 2024. Founded in 1993, HMC serves a diverse client base across multiple asset classes, including foundations, endowments, pension funds, financial institutions, and high net worth individuals. As disciplined opportunistic investors, HMC invests alongside its clients on equal terms and conditions, aiming to consistently deliver alpha across the risk spectrum. The firm aspires to be a trusted integrated alternative asset manager that attracts, develops, and retains high-quality talent while maintaining a commitment to excellence in investment strategies and client service. Generated from the website

The Cantrell Reinbold Group is a boutique financial services firm in Dallas, TX, with over 30 years of experience in the industry. They specialize in serving a select clientele of ultra-high net worth families, particularly entrepreneurs and business owners, providing personalized and high-touch service. With the resources of UBS, one of the world's largest wealth management firms, they offer comprehensive wealth management solutions tailored to the unique needs of their clients, including investment management, wealth protection, enhancement, and transfer. Led by Senior Vice Presidents Shawn A Cantrell and Michael T Reinbold, The Cantrell Reinbold Group is committed to developing long-term relationships with their clients through quality client service and customized strategies. They strive to be their clients' primary source of financial advice, helping them achieve their goals and leave a purposeful legacy. Melissa Kessler Neidinger, a Certified Financial Planner, supports the team in providing personalized and disciplined financial planning services to families at all stages of life.Generated from the website