CIK 1269950
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BYRNES, ARTHUR, EVERETT | SENIOR MANAGING DIR. | 2000-04 | <5% ·◆ |
| GORDON, JOHN, ROUSMANIERE | SENIOR MANAGING DIR. | 2000-04 | <5% ·◆ |
| LESKO, GREGORY, JOHN | MANAGING DIRECTOR | 2003-12 | <5% |
| VITTI, DENISE GRACE | MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER | 2000-04 | <5% |
| WHITE, JAMES, TERRY | MANAGING DIRECTOR | 2000-04 | <5% |
| BLUE TEE PARTNERS, LLCentity | OWNER | 2000-04 | 75%+ ·◆ |
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) |
|---|---|---|---|
| HALL, TIMOTHY STEPHEN | MANAGING DIRECTOR | 2019-03 | — not seen at a tracked firm |
| GRUNDER, LINEN, ANN | MANAGING DIRECTOR | 2017-03 | — not seen at a tracked firm |
| ZUPPELLO, STEPHEN | SR. MANAGING DIR. · SR. MANAGING DIR., CHIEF COMPLIANCE OFFICER · SR. MANAGING DIR., ROP, CROP, SCROP, CHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER | 2015-02 | — 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.
