CIK 1104329
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. 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.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-27). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-27. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| STARK, MICHAEL, JOSEPH | PRESIDENT; GENERAL PARTNER; OWNER | 1999-01 | 50–75% ·◆ |
| CHIN, ERIC, JOHN | GENERAL PARTNER; OWNER | 2015-12 | 25–50% ·◆ |
| SILVERMAN, DAVID, RICHARD | GENERAL PARTNER; OWNER | 2015-12 | 25–50% ·◆ |
| OFFER, MAUREEN, NOELANI | PARTNER; CHIEF FINANCIAL OFFICER | 2016-08 | <5% ·◆ |
| SZIGETI, MIHALY, ZOLTAN | PARTNER; CHIEF COMPLIANCE OFFICER | 2016-08 | <5% ·◆ |
| BLISKA, THOMAS, EDWARD | GENERAL PARTNER; OWNER | 2004-12 | 5–10% |
| FEUILLE, JAMES, MCDOWELL PRESTON | GENERAL PARTNER; OWNER | 2007-04 | 5–10% |
| MYERS, DANIEL, THOMAS | GENERAL PARTNER; OWNER | 2016-01 | <5% |
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 (2026-Q1). 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) |
|---|---|---|---|
| KAUFMAN, SEYMOUR, FRANKLIN | GENERAL PARTNER · GENERAL PARTNER; OWNER · OWNER | 2017-09 | — not seen at a tracked firm |
| PERKINS, JOHN, STEPHEN | GENERAL PARTNER; OWNER · OWNER | 2016-08 | Toronado Partners, LLC |
| COURTNEY, DAVID, HOWARD | OWNER · CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER; GENERAL PARTNER; OWNER · CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 2016-08 | — not seen at a tracked firm |
| FYMAT, ISABELLE, NATALIE | OWNER | 2014-03 | — not seen at a tracked firm |
| COAN, JOHN, BENT | OWNER | 2014-03 | — not seen at a tracked firm |
| CONTRO, JEROME, STEPHEN | OWNER | 2013-03 | — 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.
