c-13 Total Pipeline Key Clients 1 •Epstein / Southern Financial ($180 AuM) In process 2 •Grassie Dynasty Trust, LLC ($20 AuM) In process 3 •Zaro Family / Cavalry >50% 4 •Toms Capital (Noam Gottesman Family Office) >50% 5 •THL Capital (Tom Lee's Family Office) >50% 6 •CSM Capital Corp (Multi-Family Off