CIK 1356249
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 |
|---|---|---|---|
| BEAN, NOLAN, MICHAEL | DIRECTOR, CHIEF INVESTMENT OFFICER & HEAD OF PORTFOLIO MANAGEMENT | 2011-10 | <5% ·◆ |
| GOSLEE, WILLIAM, GEORGE | DIRECTOR, PRESIDENT | 2024-01 | <5% ·◆ |
| HOPKINS, STEPHEN, HENRY | INDEPENDENT DIRECTOR | 2017-09 | <5% ·◆ |
| JENNINGS, ROBERT, DANIEL | CHIEF OPERATING OFFICER | 2018-01 | <5% ·◆ |
| KREBS, KURT | CHIEF FINANCIAL OFFICER & TREASURER | 2022-10 | <5% ·◆ |
| LENAHAN, JAMES, ALAN | DIRECTOR, CHIEF EXECUTIVE OFFICER | 2024-01 | <5% ·◆ |
| PRICE, GARY, RICHARD | DIRECTOR & MANAGING DIRECTOR OF INSTITUTIONAL SERVICES | 2005-09 | <5% ·◆ |
| THOMAS, JULIE, TRONDLE | CHIEF COMPLIANCE OFFICER | 2015-11 | <5% ·◆ |
| WOOD, REBECCA, SUE | NON-EXECUTIVE CHAIR | 2024-01 | <5% ·◆ |
| TREMOULIS, GIANNA, B. | GENERAL COUNSEL AND SECRETARY | 2025-01 | <5% |
| FUND EVALUATION GROUP 2017entity | HOLDING COMPANY FOR FUND | 2017-09 | 75%+ ·◆ |
| FUND EVALUATION GROUP 2017, INC.entity | HOLDING COMPANY FOR FUND EVALUATION GROUP, LLC. | 2017-09 | 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) |
|---|---|---|---|
| STONECIPHER, MICHAEL, CURTIS | LEAD DIRECTOR · DIRECTOR · MANAGING MEMBER & DIRECTOR · MANAGING PRINCIPAL & DIRECTOR · MANAGING PRINCIPAL | 2024-03 | — not seen at a tracked firm |
| FASIG, SUSAN, ELIZABETH | DIRECTOR & HEAD OF PRIVATE CAPITAL · MANAGING MEMBER & DIRECTOR · MANAGING MEMBER · MANAGING PRINCIPAL | 2024-03 | — not seen at a tracked firm |
| LABMEIER, JOHN, FRANCIS | GENERAL COUNSEL & SECRETARY · GENERAL COUNSEL AND ACTING CHIEF COMPLIANCE OFFICER · GENERAL COUNSEL | 2024-03 | — not seen at a tracked firm |
| HERREMA, DONALD, JAMES | INDEPENDENT DIRECTOR | 2024-03 | — not seen at a tracked firm |
| BASCOM, MARY, THAYER | ACTING CHIEF FINANCIAL OFFICER · CHIEF FINANCIAL OFFICER | 2022-03 | — not seen at a tracked firm |
| HARSH, SCOTT, BRIAN | MANAGING MEMBER/PRESIDENT/CEO & DIRECTOR · MEMBER/MANAGING PRINCIPAL/PRESIDENT/CEO & DIRECTOR · MANAGING PRINCIPAL/PRESIDENT/CEO & DIRECTOR · PRESIDENT/CEO | 2018-06 | — not seen at a tracked firm |
| WHEELER, RYAN, SCOTT | DIRECTOR OF OPERATIONS | 2017-10 | — not seen at a tracked firm |
| BENJAMIN, BRUCE, ALLEN | MANAGING MEMBER · MANAGING PRINCIPAL & DIRECTOR · MANAGING PRINCIPAL | 2017-05 | — not seen at a tracked firm |
| HUMMEL, WILLIAM, ANTHONY | MANAGING MEMBER · MANAGING PRINCIPAL | 2017-05 | — not seen at a tracked firm |
| FESTA, ANTHONY, LOUIS | MANAGING MEMBER · MANAGING PRINCIPAL | 2017-05 | — not seen at a tracked firm |
| GRZYMAJLO, RICHARD, MICHEL | MANAGING MEMBER · MANAGING PRINCIPAL | 2017-05 | — not seen at a tracked firm |
| OYSTER, MICHAEL, JAMES | MANAGING MEMBER · MANAGING PRINCIPAL | 2017-05 | — not seen at a tracked firm |
| DOWLING, GREGORY, MICHAEL | MANAGING MEMBER & DIRECTOR · MANAGING PRINCIPAL & DIRECTOR · MANAGING PRINCIPAL/ DIRECTOR OF HEDGED STRATEGIES · MANAGING PRINCIPAL/ DIRECOTR OF HEDGED STRATEGIES | 2017-05 | — not seen at a tracked firm |
| KIEFER-GOLDENBERG, MAUREEN, KIM | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 2015-06 | Baystate Wealth Management LLC |
| MEYER, CHRISTOPHER, MARTIN | MANAGING PRINCIPAL | 2015-03 | — 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.
