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EFTA01437665 | EFTA01437671
Makan, Divesh
ICONIQ Capital LLC
ICONIQ Capital LLC
394 Pacific
Ave, 2nd Floor San Francisco
CA
94111
Credit n/a
nee• to o us on un que solutions
sent 2/26
IF(COUNTA(AH180,AI180,AJ180,AK180,AL180,AM180,AN180,A0180)>0,"Y","")
sent 12/18
=Y
Sent 9/14
Sent 9/14
Y
Jain
C/P
IF(COUNTA(AH181,AI181,AJ181,AK181,AL181,AM181,AN181,
Sonny
A0181)>0,"Y","")=
ent 10/1
Sent 10/1
Thomson Stefan
65 Queen Street West Suite 2400 Toronto ON, Canada
M5H
2M8
IF(COUNTA(AH182,AI182,AJ182,AK182,AL182,AM182,AN182,A0182)>0,"Y","")=
Sent 10/1
Sent
10/1
Arcus
3060 Peachtree Rd. NW Suite 1880
Atlanta GA
3030
5
IF(COUNTA(AH183,A1183,AJ183,AK183,AL183,AM183,AN183,A0183)>0,"Y","")=
Arcus
steve.sloan@arcuscp.com 3060 Peachtree Rd. NW Suite 1880
Atlanta GA
30305
IF(C
OUNTA(AH184,AI184,AJ184,AK184,AL184,AM184,AN184,A0184)>0,"Y","")=
Brandis, Steve Steve
Brandis
215 W 40th St, 10th
Fl
New York
NY
10018
IF(COUNTA(AH185,AI185,AJ185,AK185,AL185,AM185,AN185,A0185)>0
Nyil

MIT).

Danziger, Thomas
Thomas Danziger
I
405
Park Ave
New York
NY
10022
IF(COUNTA(AH186,AI186,AJ186,AK186,AL186,AM186,AN186,
A0186)>0,"Y","")=
Y
Y
Meister, Todd
Todd
Meister P
IF(COUNTA(AH187,AI187,AJ187,AK187,AL
187,AM187,AN187,A0187)>0,"Y","")=
Y
Y
Murray, Thomas Thomas Murray I
IF(COUNTA(AH188,AI188,AJ188,AK188,AL188,AM18
8,AN188,A0188)>0,"Y","")=
Todd
Angkatavanich
I
IF(COUNTA(AH189,A1189,AJ189,
AK189,AL189,AM189,AN189,A0189)>0,"Y","")=
Archer, Thomas J.
Thomas Archer I
90 Park Ave
New York
NY
10016
IF(COUNTA(AH190,AI190,AJ190,AK190,AL190,AM190,AN190,A0190)>0,"Y","")
Y
Y
CFM
Tim
Sarhatt P
720 University Avenue, Suite 200
Los
Gatos
CA
95032
sent 2/ .
sending? IF(COUNTA(AH191,AI191,AJ191,AK191,AL
191,AM191,AN191,A0191)>0,"Y","")=
Sent 10/1
Sent 10/1
BBR Partners
Todd
Whiteneck
140
ergy, Ebt,
l
uns
E. 45th Street, 26th Floor
New York
onBackrock
DNC list
sent 3/16. Passed 3/24 IF(COUNTA(AH192,AI192,AJ192,AK192,AL192,AM192,AN192,A0192)>0
"Y","")=
y
EverWatch Financial
Tyler
Webb
P
8 Sound Shore Drive, Suite

2
00
Greenwich
CT
06830
General, .Pe
I.
r
stra/agg services, oil a gas, enviro
mental Maintain lvg. against some commercial RE. Used to have large CL loan @ CS and BAML
Send
RESOF and Astra
sent 8/12
sent 3/18. Passed 3/30 sent 3/16
IF(COUNTA(AH193,AI19
3,AJ193,AK193,AL193,AM193,AN193,A0193)> • " "" =
Cox, Berry
Cox Partners
P
2100 McKinney Ave, Suite 1700
Dall
as
TX
75201
IF(COUNTA(AH194,
,
,
,AM194,AN194,A0194)>0,"Y","")=
Edge
1380 W. Paces Ferry Rd. Suite 1000
Atlanta GA
3032
7
IF(COUNTA(AH195,AI195,AJ195,AK195,AL195,AM195 AN195 A0195 >0 "Y" "")=
Stiritz, William P.
William Stiritz P
835
S 8th St
St. Louis
MO
63102
IF(COUNTR(AH196,AI196,AJ196,AK191,11,18,AN196,
A0196)>0,"Y","")=
Amster, Yosi
Yosi
Amster I
340 Madison
Ave, 21st Fl
New York
NY
11
IF(COUNTA
C1 ,AL197,AM197,AN197,
A0197)>0,"Y","")=
Y
Y
Catherine
Moreatis
IF(COUNTA(AH198,AI198,AJ198,AK198,AL198,AM198,AN198,A0198)>0
C/P
NY", •^)=
Y
Y
Glickman, Donald
Don
Glickman
P
IF(COUNTA(AH199,AI199,AJ199,AK199,AL199,AM19
9,AN199,A0199)>0,"Y","")=
Weiss, George
George Weiss
P
Hartford
IF(COUNTA(AH200,A1200,AJ200,AK200,AL
CT
200,AM200,AN200,A0200)>0,"Y",")=
Y
Y
Y
N
James
Alterbaum
I
IF(COUNTA(AH2O1,A1201,AJ201,AK201,AL201,AM201,AN201,AO201)>0,"Y","")
=
Y
John
Binko
C/P
IF(COUNTA(AH202,A1202,AJ202,AK202,AL202,AM202,AN202,A0202)>0,"Y","")=
Y
Y
Annandale Capital
P
325 North St. Paul Street Suite 3500
Dallas TX
75201
Gene
ral. Funds easier, but comfortable with direct PE
RIN, RESOF, Suntex, Astra follow up
n/a
sent 3/20. May have interest in second close
sent 3/20
IF(C
sent 3/1
sent 3/24
OUNTA(AH203,A1203,AJ203,AK203,AL203,AM203,AN203,AO203)>0,"Y","")=
Granite Group
P
187 Danbury Road
Wilton CT
06897
General open to funds
meet
ing in NYC
sent 3/16
IF(COUNTA(AH204,A1204,AJ204,AK204,AL204,AM204,AN204,A0204)>0,"Y","")
=
Makena Capital Management
P
2755 Sand Hill Rd, Suite 200
Menlo Park
CA
9402
5
Risk factors
met 2/2 NDA and portfolio analysis
IF(COUNTA(AH2O5,A1205,AJ205,AK205,AL
205,AM205,AN205,A0205)>0,"Y","")=
Mariner

Capital P
485 Lexington Ave, 28th Fl
New York
NY
Risk factors
met
11/21
Looking at variuous solutions across the street, all from IB providers Send white papers
IF(COUNTA(AH206,A1206,AJ206,AK206,AL206,AM206,AN206,A0206)>0,"Y","")=
Peregrine Group P
214-231-6800
2101 Cedar Springs Rd, Suite 1800
Dallas TX
7520
1
Energy n/a
covered by brokers already for public markets trading
mineral rights in Pe
rmian
mentioned 12/4 mentioned 12/4 sent 3/1
IF(COUNTA(AH207,A1207,AJ207,AK207,AL207,AM20
7,AN207,A0207)>0,"Y","")=
IF(COUNTA(AH208,A1208,AJ208,AK208,AL208,AM208,AN208,A0208)>0,"Y","")=
IF(COUNTA(AH209,A1209,AJ209,AK209,AL209,AM209,AN209,A0209)>0,"Y","")=

l

EFTA01437671

February 20, 2026 at 10:33 PM