Roland Denton Underhill

Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company.

Founded in 1932, Crowell Weedon & Co. is full service stock brokerage and money management firm headquartered in Los Angeles, California. The firm is a subsidiary of D. A. Davidson & Co. and their ultimate parents is the Davidson Cos.

Founded in 2006 by David Post, Underhill Investment Management LLC is a wealth management firm and registered investment advisor located in Greenbrae, California. The firm was formerly known as Llenroc Capital LLC. They offer long-only, long/short and short-only investment strategies through separate accounts and also manage the CAA Partners, LP a long/short investment partnership. Underhill manages individual and institutional accounts including corporate pension and profit sharing plans, charitable foundations and academic endowments.