PlanMember provides retirement planning solutions for people in public education, mission-driven organizations, and individuals and families.

PlanMember

The Patten Group is an investment management firm self-described as next generation.

The Patten Group

Castle Hook Partners LP is involved in investment activities. Self-described as a firm focused on providing investment solutions.

Castle Hook Partners LP

Diversified Investments provides a variety of financial services including asset management and investment recommendations. The owner, Sheryl Morace-Mikel, has been professionally active in financial planning since 1990 and is experienced in personal financial services, retirement, pension, college and estate planning. Sheryl holds the Certified in Applied Finance and Economics designation.

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Company Name	PlanMember	The Patten Group	Castle Hook Partners LP	Diversified Investments
Symbol
MSH ID	COM:PLANMEMBER	COM:360PATTEN	COM:CASTLEHOOK	COM:DIVERSIFIED-INVESTMENTS
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Planning and Advisory	Investment Management	Investment Management	Investment Management
Country	US	US	US	US
Stage	Private Equity
Employee Count		1
Website	planmember.com	360patten.com	castlehook.com	diversified-investments.com
LinkedIn			castle-hook-fund-lp
Founders

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COM:PLANMEMBER

PlanMember

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