Formation Capital LLC

Based in Georgia, Formation Capital, LLC is a Limited Liability Company with 44 employees, including 19 in advisory positions. The company has 4 clients and is registered with the U.S. Securities and Exchange Commission (SEC) as Approved, with a registration date of September 11, 2014.

• AGHA SHUJAAT KHAN

  BOARD MEMBER owns less than 5%

• ARNOLD MILLS WHITMAN

  CHAIRMAN, BOARD MEMBER owns less than 5%

• BRIAN BECKWITH

  CHIEF EXECUTIVE OFFICER, BOARD MEMBER owns less than 5%

• HCCF MANAGEMENT GROUP, INC.

  MEMBER owns more than 25% but less than 50%

• SCOTT E BROWN

  CHIEF COMPLIANCE OFFICER, TREASURER, BOARD MEMBER owns less than 5%

• TRIDENT FORMATION HOLDINGS LP

  MEMBER owns more than 50% but less than 75%

• ARNOLD MILLS WHITMAN

  OWNER owns 75% or more

• TRIDENT CAPITAL VI, L.P.

  GENERAL PARTNER

• TRIDENT FORMATION INTERMEDIATE HOLDINGS LLC

  LIMITED PARTNER owns more than 25% but less than 50%

• TRIDENT VI, L.P.

  LIMITED PARTNER owns more than 25% but less than 50%

• CADENCE BANK, N.A.
  United States
• CIBC BANK USA
  United States
• KEYBANK
  United States
• ROYAL BANK OF SCOTLAND
  United Kingdom

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