CIK 1276918
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 |
|---|---|---|---|
| DENNISON, JOSEPH, EVANS | PRINCIPAL, PORTFOLIO MANAGER | 2023-01 | <5% ·◆ |
| KOPICKY, ALEXA, PARKER | PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 2021-03 | <5% ·◆ |
| ZACKERY, ANTHONY, RAY | PRINCIPAL, PORTFOLIO MANAGER | 2023-01 | <5% ·◆ |
| ZEVENBERGEN, NANCY, ANN | DIRECTOR, PRESIDENT, CHIEF INVESTMENT OFFICER | 1986-12 | <5% ·◆ |
| ZCI HOLDINGS LLCentity | LLC MEMBER | 2023-01 | 75%+ ·◆ |
| VIRTUS PARTNERS, INC.entity | LLC MEMBER | 2018-01 | <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) |
|---|---|---|---|
| DEBOUTRAY, DONNA, BROOKE | CO-CHIEF INVESTMENT OFFICER · MANAGING DIRECTOR | 2022-08 | — not seen at a tracked firm |
| TUBBS, LESLIE, CAMPBELL | CHIEF OPERATING OFFICER · MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER · MANAGING DIRECTOR | 2022-08 | — not seen at a tracked firm |
| ALBIN, HERBERT, WALLACE | CHIEF FIXED INCOME OFFICER, CLIENT INVESTMENT ADVISOR · MANAGING DIRECTOR | 2022-08 | — not seen at a tracked firm |
| FOLEY, ELISE, CHRISTINE | CHIEF CLIENT INVESTMENT ADVISOR AND BUSINESS DEVELOPMENT OFFICER · MANAGING DIRECTOR | 2022-03 | — not seen at a tracked firm |
| FASANO, JAMES, LENFORD | MANAGING DIRECTOR | 2020-06 | — not seen at a tracked firm |
| BULLER, JUSTIN, WYATT | CHIEF COMPLIANCE OFFICER | 2019-03 | — 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.
