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Kobren Insight Management Inc. (KIM) is a privately owned investment manager. The firm primarily provides its services to individuals, typically high net worth individuals. It also manages accounts for investment companies, pension and profit sharing plans, and corporations. The firm manages separate client-focused equity, fixed income, and balanced portfolios and mutual funds. It invests in the public equity and fixed income markets of the United States. The firm employs quantitative analysis for creating its portfolio. It also invests in external mutual funds that invest in real estate, high yield bonds, and inflation-linked bonds and employ merger arbitrage and long/short strategies. The firm employs a combination of in-house and external research to make its investments. Kobren Insight Management is based in Wellesley Hills, Massachusetts with additional offices in Longboat Key, Florida and Lincoln, Nebraska. Kobren Insight Management, Inc. operates as a subsidiary of E*Trade Wealth Management, Inc.

Laird Norton Tyee Trust Company (LNTyee) caters to the ultra-wealthy. Laird Norton Tyee Trust company grew out of the private asset management efforts of the Laird and Norton families, northwestern timber-industry pioneers and founders of forest products firms such as General Timber Company and Potlach Lumber. Laird Norton Tyee Trust company (categorized as a multi-family office, or MFO) provides wealth management services, along with such necessities as family governance, financial education, and charitable gift planning. The firm has more than $4 billion in assets under advisement for some 430 clients.

Lazard Ltd. company was founded in 1848 and is based in New York, New York. Lazard Ltd, together with its subsidiaries, operates as a financial advisory and asset management firm worldwide. Lazard Company's Financial Advisory segment offers a range of services regarding mergers and acquisitions and strategic advisory matters, restructurings and capital structure advisory services, capital raising, and various other corporate finance matters, which include evaluating potential acquisition targets, providing valuation analyses, evaluating and proposing financial and strategic alternatives, rendering opinions, assisting in the negotiating and closing the acquisition, and assisting in executing an acquisition by acting as a dealer-manager in transactions structured as a tender or exchange offer. This segment primarily serves consumer; financial institutions; financial sponsors; healthcare and life sciences; industrial; power and energy/infrastructure; real estate; and technology, media, and telecommunications industries.

Founded in 1912 as Corrugated-Fibre Box Company, LDI is owned by chairman Andre Lacy and his family. LDI, Ltd company deals in clothing, motorcycle parts, and auto paints and supplies. It owns Tucker Rocky Distributing, a distributor of aftermarket parts, apparel, and accessories for the power sports industry. It sells more than 100,000 items for street and off-road motorcycles and all-terrain vehicles internationally through seven distribution centers across the US. LDI also owns FinishMaster, which distributes auto paint and coatings. LDI maintains an investment portfolio for funding other investments.

Legg Mason, Inc. was founded in 1899 and is headquartered in Baltimore, Maryland. Legg Mason, Inc., through its subsidiaries, operates as a diversified group of global asset management firm serving individual and institutional investors worldwide. Its multi-affiliate business model provides clients with a spectrum of equity, fixed income, liquidity, and alternatives solutions, including mutual funds, college savings plans, variable annuities, and separately managed accounts. Legg Mason Company's affiliates operate with investment autonomy, with each affiliate pursuing its own unique investment philosophy and process, as well as maintaining its own investment culture. Legg Mason complements the investment expertise of its affiliates by providing distribution and client service, enabling affiliates to access new markets, new clients, and new opportunities. It also provides shared services, such as operations and technology, accounting, legal, compliance, and marketing, to allow the affiliates to maintain their full focus on delivering sustainable investment excellence.

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