CIK 1083340
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2022-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| GAMBLE, ALISON, JONES | PRESIDENT | 2011-01 | 10–25% ·◆ |
| GUERRA, ASHLEY, JONES | CHIEF COMPLIANCE OFFICER | 2003-01 | 10–25% ·◆ |
| JONES, THOMAS, FRANCIS | PARTNER | 2005-12 | 10–25% ·◆ |
| JONES, THOMAS, SHELDON | CHAIRMAN | 1970-01 | 10–25% ·◆ |
| HACKERMAN, CHARLES, COULBOURN | TREASURER | 2007-12 | 5–10% ·◆ |
| PHILLIPS, SCOTT, RUSSELL | SECRETARY | 2011-01 | 5–10% ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2022-Q4). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| DAVIS, DAVID, MORTON | PARTNER | 2020-01 | — not seen at a tracked firm |
| BENT, THOMAS, WINGATE | PARTNER · CHAIRMAN | 2018-09 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
