Risk Factors Update Summary
- Continued geopolitical uncertainty in Ukraine, Israel, and U.S.-China tensions negatively impact the global economy.
- Draft Merger Guidelines may impact corporate strategy execution, affecting mergers and acquisitions.
- Implementation of executive compensation clawback policy to comply with new regulations.
- Increase in AUM from $23 billion to $25.1 billion as of December 31, 2022 to 2023.
- Crestview GP ownership of common stock decreased from 36% to 18% as of December 31, 2022 to 2023.
- Decrease in total revenues from mutual funds from 85% to 84%.
- Adoption of enhanced cybersecurity disclosure requirements to address cybersecurity risks effectively.
Full Text Changes in Most Recent 10-K
Intended use: review the highlighted statements. These are additions to the risk factors disclosure in the most recent 10-K filing compared to the previous 10-K filing. Deleted and moved text is less important and is shown for context.
To view the full company filings, click on the following link to be taken to the SEC EDGAR database landing page for the company: https://www.sec.gov/edgar/browse/?CIK=1570827&owner=exclude
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