Alvarium Investment Advisors (Us), Inc.

Form 5500

ALVARIUM INVESTMENT ADVISORS U

1111 Brickell Avenue, Suite 2802, Miami, FL 33131 (305) 373-8033 EIN:27-1052418 Plan Admin:Jamie Grossman

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameALVARIUM INVESTMENT ADVISORS U 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY43 / 44 Assets BOY/EOY$1,217,020 / $1,274,853	2022	ALVARIUM INVESTMENT ADVISORS U 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	43 / 44	$1,217,020 / $1,274,853
2021	Plan NameALVARIUM INVESTMENT ADVISORS U 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY44 / 42 Assets BOY/EOY$844,254 / $1,217,020	2021	ALVARIUM INVESTMENT ADVISORS U 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	44 / 42	$844,254 / $1,217,020
2020	Plan NameALVARIUM INVESTMENT ADVISORS U 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY41 / 44 Assets BOY/EOY$501,600 / $844,254	2020	ALVARIUM INVESTMENT ADVISORS U 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	41 / 44	$501,600 / $844,254
2019	Plan NameGUGGENHEIM PARTNERS LATIN AMER 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY33 / 41 Assets BOY/EOY$247,164 / $501,600	2019	GUGGENHEIM PARTNERS LATIN AMER 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	33 / 41	$247,164 / $501,600