CIK 1175523
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 2026-03-31). 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 2026-03-31. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BAUMER, JOHN, MAXWELL | TRUSTEE OF BAUMER FAMILY 2003 TRUST | 2003-06 | 5–10% ·◆ |
| SEIFFER, JONATHAN, ADAM | TRUSTEE OF SEIFFER FAMILY TRUST | 2007-01 | 5–10% ·◆ |
| DANHAKL, JOHN, GLENN | MANAGING PARTNER | 1995-03 | <5% ·◆ |
| FRANKLIN, CODY, LEE | PARTNER/CHIEF FINANCIAL OFFICER | 2005-05 | <5% ·◆ |
| GOLDBERG, ANDREW, CHARLES | PARTNER/CHIEF COMPLIANCE OFFICER | 2016-01 | <5% ·◆ |
| MCCOLLUM, WILLIAM, CHRISTIAN | SENIOR PARTNER | 2026-01 | <5% ·◆ |
| SOKOLOFF, JONATHAN, DAVIS | MANAGING PARTNER | 1990-04 | <5% ·◆ |
| LGP FEEDER, L.P.entity | LIMITED PARTNER | 2022-11 | 50–75% ·◆ |
| BAUMER FAMILY 2003 TRUSTentity | LIMITED PARTNER | 2003-06 | 5–10% ·◆ |
| SEIFFER FAMILY TRUSTentity | LIMITED PARTNER | 2007-01 | 5–10% ·◆ |
| LGP MANAGEMENT, INC.entity | GENERAL PARTNER | 1994-06 | <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) |
|---|---|---|---|
| NOLAN, PETER, JOSEPH | TRUSTEE - NOLAN FAMILY TRUST · SENIOR ADVISOR · MANAGING PARTNER | 2017-03 | — not seen at a tracked firm |
| MAIZEY, ADRIAN, JOHN | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | 2016-03 | — not seen at a tracked firm |
| SCHUMACHER, LANCE, JOHNTIMMER | CHIEF COMPLIANCE OFFICER | 2014-04 | — not seen at a tracked firm |
| GENNARO, MICHAEL, (NMN) | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | 2013-04 | Foxhaven Asset Management, LP |
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.
