| SEPTEMBER 1, 2026 |
| Ownership | Founder-owned |
| Leadership | Steve Peterson, Founder |
| Sell-side advisor | — |
| Ownership | Subsidiary · Bayview Asset Management (parent) |
| Headcount | 533 FTEs |
| Headquarters | Dallas, Texas |
| Leadership | Josh Waltzer, Chief Executive Officer |
| Buy-side advisor | — |