A. Describe your advisory firm, including how long you have been in business. Identify your principal owner(s). Tritium Partners LLC (together with its fund general partners (unless otherwise specified), “Tritium” or the “Firm”) is a private equity firm with a focus on making control investments in growth buyouts and recapitalizations of lower middle market companies that are generally profitable. Founded in 2013 by Philip Siegel and David Lack, Tritium partners with talented founders and executives to build market-leading technology and services companies. Based in Austin, Texas, Tritium also maintains an office in Lehi, Utah. Tritium serves as the investment manager for and provides discretionary investment advisory services to the following private funds: Tritium I, LP, Tritium I-A, LP and Tritium I-B, LP (together the “Tritium I Funds”); Tritium II, LP, Tritium II-A, LP and Tritium II-B, LP (together the “Tritium II Funds”); Tritium III, LP, Tritium III-A, LP and Tritium III-B, LP (together, the “Tritium III Funds” and collectively with the Tritium I Funds and the Tritium II Funds, the “Main Funds”); and Tritium ATS Co-Invest LP (the “Co-Investment Fund” and together with the Main Funds, the “Tritium Funds” or “Funds”). In certain circumstances, as more fully described in Item 7 below, the Firm permits certain limited partners and third parties to co-invest alongside a Fund directly into a portfolio company. Unlike the Co-Investment Fund, such direct co-investments are not Funds or clients of Tritium. Each Fund is affiliated with a general partner (“General Partner”) with the authority to make investment decisions on behalf of the Tritium Funds: Tritium I GP, LLC (the General Partner of the Tritium I Funds); Tritium II GP, LLC (the General Partner of the Tritium II Funds); Tritium III GP, LLC (the General Partner of the Tritium III Funds); and Tritium ATS Co-Invest GP, LLC (the General Partner of the Co-Investment Fund). These General Partners are deemed registered under the Investment Advisers Act of 1940, as amended (“Advisers Act”), pursuant to Tritium’s registration in accordance with SEC guidance. The applicable General Partner of each Fund retains investment discretion and limited partners in the Funds do not participate in the control or management of the Funds. While the General Partners maintain ultimate authority over the respective Tritium Funds, Tritium has been delegated the role of investment adviser. For more information about the Tritium Funds and General Partners, please see Tritium’s Form ADV Part 1, Schedule D, Sections 7.A and 7.B.(1). Tritium is owned by Managing Partners Philip Siegel and David Lack, its founders, and Managing Partner Matthew Bowman. For more information about Tritium’s owners and executive officers, see Tritium’s Form ADV Part 1, Schedule A and Schedule B. B. Describe the types of advisory services you offer. If you hold yourself out as specializing in a particular type of advisory service, such as financial planning, quantitative analysis, or market timing, explain the nature of that service in greater detail. If you provide investment advice only with respect to limited types of investments, explain the type of investment advice you offer, and disclose that your advice is limited to those types of investments. Tritium provides discretionary investment management services to the Tritium Funds. The Tritium Funds seek to generate capital appreciation by investing primarily in equity and equity-related securities in growth-oriented businesses. Tritium employs its “diamonds-in-the-rough” strategy to seek to identify value-oriented opportunities often overlooked by other investors which the principals believe have hidden positive characteristics that, with the right leadership, can be exploited to create exceptional companies. Tritium is a growth investor focused on companies that operate in the space between later stage venture capital and traditional, leveraged buyouts of more mature and low growth companies targeted by many other investors. The Tritium Funds typically target investments in portfolio companies with the amount invested ranging from $15 million to $50 million, although larger investments can be considered with additional equity from co-investors. Investments are made predominantly in nonpublic companies, although

investments in public companies are permitted in certain instances. The senior principals or other personnel and/or third parties appointed by Tritium will generally serve on such portfolio companies’ respective boards of directors or otherwise act to influence control over management of portfolio companies held by the Tritium Funds. In addition, in some cases, Tritium will more directly influence the day-to-day management of a portfolio company by recruiting and installing certain individuals in various leadership roles, such as chief executive officer, chief operating officer, chief financial officer or in other roles. Tritium’s investment advisory services to the Funds include identifying and evaluating investment opportunities, negotiating the terms of investments, managing and monitoring investments and achieving dispositions of such investments. C. Explain whether (and, if so, how) you tailor your advisory services to the individual needs of clients. Explain whether clients may impose restrictions on investing in certain securities or types of securities. The advisory services provided by Tritium to the Tritium Funds are tailored to the investment objectives, investment strategy and investment restrictions as set forth in and governed by the private placement memorandum, limited partnership agreement, investment advisory agreement, subscription documents, side letters and other governing documents of the relevant Fund (collectively, “Governing Documents”) and investors determine the suitability of an investment in a Fund based on, among other things, the Governing Documents. Tritium provides investment advice directly to the Tritium Funds and not to limited partners in the Tritium Funds individually. Tritium does not require, nor does it seek, approval from the limited partners in the Tritium Funds with respect to its investment decisions. Limited partners participate in the overall investment program for the applicable Fund and generally cannot be excused from a particular investment except pursuant to the terms of the applicable Governing Documents. In accordance with common industry practice, Tritium has entered into side letters or similar agreements with certain limited partners, including those who make substantial commitments of capital or were early-stage investors in the Funds, or for other reasons in the sole discretion of Tritium, in each case that have the effect of establishing rights under, altering or supplementing the Tritium Funds’ Governing Documents. Examples of such side letter rights entered into include notification and disclosure rights, provisions whereby limited partners have expressed an interest in participating in co-investment opportunities, limited partner advisory committee representation, fee provisions and most favored nations provisions, among others. These rights, benefits or privileges are not always made available to all limited partners, consistent with the Governing Documents and general market practice. Commencing in September 2024, Tritium will make required disclosure of certain side letters to all limited partners (and in certain cases, to prospective limited partners) in accordance with the new Private Fund Rule. Side letters are negotiated at the time of the relevant limited partner’s capital commitment, and once invested in a Tritium Fund, limited partners generally cannot impose additional investment guidelines or restrictions on such Fund. There can be no assurance that the side letter rights granted to one or more limited partners will not in certain cases disadvantage other limited partners. D. If you participate in wrap fee programs by providing portfolio management services, (1) describe the differences, if any, between how you manage wrap fee accounts and how you manage other accounts, and (2) explain that you receive a portion of the wrap fee for your services. Tritium does not participate in wrap fee programs. E. If you manage client assets, disclose the amount of client assets you manage on a discretionary basis and the amount of client assets you manage on a non-discretionary basis. Disclose the date “as of” which you calculated the amounts. As of December 31, 2023, Tritium managed $1,724,482,466 in regulatory assets under management, all on a discretionary basis.