CIK 1344114
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q2. 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 |
|---|---|---|---|
| ALLEN, MICHAEL, DAVID | CHIEF OPERATING OFFICER | 2019-07 | <5% ·◆ |
| CHHOKER, ANANTH STEVEN, SINGH | CHIEF FINANCIAL OFFICER | 2023-09 | <5% ·◆ |
| CRABB, DOMINIC, TIMOTHY EDWARD | CHIEF COMPLIANCE OFFICER | 2024-07 | <5% ·◆ |
| Dovey, Sebastian, Simon | NON- EXECUTIVE DIRECTOR | 2021-01 | <5% ·◆ |
| MCGLASHAN, GUY, ANDREW | CHIEF EXECUTIVE OFFICER | 2024-07 | <5% ·◆ |
| MORGAN, DAVID | NON- EXECUTIVE DIRECTOR | 2013-08 | <5% ·◆ |
| MURPHY, STEPHEN THOMAS, MATTHEW | NON- EXECUTIVE DIRECTOR |
| 2024-07 |
| <5% ·◆ |
| Napier, Alexandra, Winifred Louise | NON- EXECUTIVE DIRECTOR | 2022-12 | <5% ·◆ |
| W1M HOLDINGS LIMITEDentity | SHAREHOLDER | 2016-04 | 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 (2025-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) |
|---|---|---|---|
| SHAH, HARISH | CHIEF COMPLIANCE OFFICER | 2024-07 | — not seen at a tracked firm |
| Rosier, Frederick, David Stewart | CHIEF EXECUTIVE OFFICER · CHAIRMAN | 2024-07 | — not seen at a tracked firm |
| WELCH, DAVID | CHIEF FINANCIAL OFFICER | 2024-02 | — not seen at a tracked firm |
| PERCY, ALGERNON, ALAN | DIRECTOR | 2024-02 | — not seen at a tracked firm |
| JILLINGS, CHARLES | NON-EXECUTIVE DIRECTOR · DIRECTOR | 2024-02 | — not seen at a tracked firm |
| TUCKER, GEOFFREY, NICHOLAS | CHIEF EXECUTIVE OFFICER | 2024-02 | — not seen at a tracked firm |
| Fleming, Andrew, Neil Rithet | CHIEF EXECUTIVE OFFICER | 2018-12 | — not seen at a tracked firm |
| Harrison, Mark, Steven Kennard | CHIEF OPERATING OFFICER | 2017-12 | — not seen at a tracked firm |
| ANDERSON, JOHN, ALEXANDER | DIRECTOR | 2016-12 | — not seen at a tracked firm |
| GOULD, VIVIEN | DIRECTOR | 2016-12 | — not seen at a tracked firm |
| KELJIK, CHRISTOPHER | DIRECTOR | 2016-12 | — not seen at a tracked firm |
| TROUGHTON, PETER, JOHN CHARLES | DIRECTOR | 2016-12 | — not seen at a tracked firm |
| Rose, Christopher, Mark | CHIEF OPERATIONS OFFICER | 2016-12 | — not seen at a tracked firm |
| GROOTENHUIS, HUGH, JOHN | CHIEF EXECUTIVE OFFICER | 2015-09 | — not seen at a tracked firm |
| GEDULDT, MARC, LEE VALMONT | CHIEF OPERATIONS OFFICER | 2015-09 | — not seen at a tracked firm |
| WILLIAMSON, ROBERT, BRIAN | DIRECTOR | 2015-09 | — 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.
