Wealth Management Quadrant Capital Group, LLC (“We”, “Us”, or “Our”) and doing business as names of Constellation Wealth Advisors (“Constellation”), Quadrant Family Wealth Advisors (“Quadrant”), Quadrant Private Capital Solutions (“QPCS”), and Constellation Sports Council (“CSC”), is a registered investment adviser. We primarily provide customized investment advisory services to high-net-worth individuals and associated trusts, estates, corporate plans, and other legal entities. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”), separately managed accounts, and alternative investments, including a proprietary private capital platform. We are a fiduciary and are required to act in a client’s best interest at all times. We work with each client to establish an appropriate investment profile based upon the client’s goals. Clients choose from growth, balanced, and conservative strategies, and can impose reasonable restrictions on our management of their accounts. Private Investment Funds We also provide investment advisory services to private investment funds Quadrant Private Capital Solutions LP, Blue Water Quadrant LLC, Tulco Quadrant LLC, and Quadrant Private Capital Solutions Platform LP (collectively the “Funds”) as investment adviser. Quadrant GP LLC and Quadrant PCS GP LLC serve as general partners to the Funds. (The Quadrant Partners Real Estate Navigator Fund LP was dissolved on 12/31/23.) The Fund assets are held at qualified custodians which provide quarterly statements to the Fund investors. Each fund is subject to an annual audit performed by an independent public accountant. Quadrant Private Capital Solutions (“QPCS”) is a proprietary platform which provides a process- driven framework for families and institutions to create highly customizable private capital portfolios. QPCS seeks to invest in fund, direct, and co-investment opportunities in the range of $5 to $50 million per individual opportunity. The Funds offer securities to investors only through private placements of such securities. Please refer to the Funds’ offering documents for information related to the risks, suitability requirements, investment objectives, fee charges and expenses for the Fund. Constellation Sports Council Constellation Sports Council is a specialized practice that assists current and former professional athletes with wealth management advice and implementation, structured to recognize the athlete’s unique needs. An understanding gained from decades of experience in pro sports as well as wealth

management provides us with a unique platform from which to guide and counsel young professionals on the opportunities and risks that come with receiving sudden wealth at a young age. ERISA When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. Constellation is capable of accepting fiduciary responsibility under Section 3(21) and as an investment manager under Section 3(38) of ERISA. The primary clients for these services will be institutions – pension, profit sharing and 401(k) plans, endowments, foundations and operating non-profits, such as healthcare organizations; as well as private clients, individuals, trusts and estates. ~~~ We were founded in 2009 and are owned by Patrick A. Lafley and John M. Williams. As of December 31, 2023, we managed $2,192,676,526 on a discretionary basis and $1,707,482,558 on a non-discretionary basis for total assets under management of $3,900,159,084. Client Communications and Delivery of Documents From time to time, we may be required to deliver certain documents to the client. Client, to the extent that client has email capability and/or web access, hereby consents to the Adviser’s use of electronic means, such as email, to make delivery of required and other documents. This delivery may include notification of the availability of such documents on a website, and client agrees that such notification will constitute “delivery.” In conjunction with any relevant agreement, the client agrees to provide us with the client’s email address and to keep this information current at all times by promptly notifying us of any change in email address.