Haag Sherman

Sanders Morris Harris LLC (SMH) is an SEC-registered broker-dealer and member FINRA, SIPC, located in Houston, Texas. The firm is also an SEC-registered investment advisor. SMH was formed in January 2000 as the result of a merger between Sanders Morris Mundy, Inc. and Harris Webb & Garrison, Inc. The firm is now wholly-owned by Summer Wealth Management LLC. The ultimate principal owners of Summer Wealth Management, LLC are Lee Equity Partners LLC and The Edelman Financial Center, Inc. through intermediaries. SMH provides provides brokerage, asset management and similar services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, and corporations and other business entities.

Salient Private Access Institutional Fund LP is a closed-end investment Fund/Investment Trust. It engages in generating consistent long-term appreciation and returns across a market cycle. The company was founded on February 1, 2010 and is headquartered in Houston, TX.

The Endowment Institutional Tei Fund W LP is a mutual fund closed-end investment trust. It engages in preserving capital and generating long-term appreciation and returns in the market cycle. The company is headquartered in Houston, TX.

U.S. Capital Advisors LLC provides financial services. Its capital markets division includes equity research, institutional client, investment and merchant banking, institutional and municipal clients, public finance businesses, and advises corporate. The company was founded by David Michael King and Patrick Michael Mendenhall in 2010 and is headquartered in Houston, TX.

Salient MLP & Energy Infrastructure Fund is a closed-end investment fund/investment trust. Its investment objective is to provide a high level of total return with an emphasis on making quarterly cash distributions to its shareholders. The fund seeks to achieve its objective by investing at least 80% of its total assets in securities of master limited partnerships (MLPs) and energy infrastructure companies. The company was founded on February 24, 2011 and is headquartered in Houston, TX.

Salient Midstream & MLP Fund is a closed-end management investment company. Its investment objective is to provide a high level of total return with an emphasis on making quarterly cash distributions. It invest primarily in equity securities such as common, preferred, subordinated units, general partner interests, common, preferred shares and convertible securities. The company was founded on October 27, 2011 and is headquartered in Houston, TX.

Endowment Institutional Tei Fund LP is a closed end investment fund. Its objective is to preserve capital and to generate consistent long term appreciation and returns across a market cycle. The company is headquartered in Houston, TX.

PlainsCapital Bank engages in the operation of a state chartered commercial bank. It offers commercial loans, savings and money market, mortgage loans, wealth management, and investment services. The company was founded by Alan B. White, John C. Owens, and De Pierce in 1988 and is headquartered in Dallas, TX.

TRC Ventures LP provides investment advice. The company was founded on August 31, 1998 and is headquartered in Houston, TX.

State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX.

T Bank, NA provides banking services. The company was founded in 2004 and is headquartered in Dallas, TX.

PlainsCapital Corp. ia a financial holding company providing a wide range of financial services. The company was founded by Alan B. White and is headquartered in Dallas, TX.

Hilltop Corp. operates hotels and motels. The private company is based in Custer, SD.

Tectonic Advisors LLC is a registered investment advisor headquartered in Plano, Texas. They are owned by Tectonic Financial, Inc. (NASDAQ: TECTP). The firm offers discretionary portfolio management services to individuals, corporations, trusts and pension plans.

Tectonic Holdings LLC provides banking and financial services. The company is headquartered in Plano, TX.

Bigfoot Energy Services LLC provides disposal, oilfield wastewater management, and fluid transportation services. The private company is based in Gary City.

Part of Select Water Solutions, Inc., Iron Mountain Energy LLC is a private company that provides fluid and solid waste disposal and treatment services. The company is based in Carthage, TX. Iron Mountain Energy was acquired by Select Water Solutions, Inc. on January 30, 2024.