| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| /stock/0002036029-83-investment-group-income-fund | 83 Investment Group Income Fund | Director | Dec 19, 2024 | |||
| /stock/0002004413-beacon-pointe-multi-alternative-fund | Beacon Pointe Multi-Alternative Fund | Director | Jul 3, 2024 | |||
| /stock/0002023164-booster-income-opportunities-fund | Booster Income Opportunities Fund | Director | Nov 8, 2024 | |||
| /stock/0002043597-private-debt-income-fund | Private Debt & Income Fund | Director | Apr 10, 2025 | |||
| TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Director | Jul 11, 2025 | |||
| TEAF | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND | Director | Jul 11, 2025 |