CIK 1359262
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 |
|---|---|---|---|
| PROSKINE, LUKE, JOHN | MANAGING DIRECTOR | 2011-01 | 5–10% ·◆ |
| RODDE, BRIAN, LEE | MANAGING DIRECTOR | 2015-01 | 5–10% ·◆ |
| MCGRATH, WILLIAM, LEON | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL & MANAGING DIRECTOR | 2011-09 | <5% ·◆ |
| TREMMEL, MIKE | CHIEF FINANCIAL OFFICER & MANAGING DIRECTOR | 2015-01 | <5% ·◆ |
| BANKS, LARA, DOLAN | MANAGING DIRECTOR | 2017-01 | 5–10% |
| DEKKER, JOSEPH, PAUL | MANAGING DIRECTOR | 2015-01 | 5–10% |
| GARTON, JACKSON, JACOB | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | 2017-01 | 5–10% |
| GHORASHI, KIA, MOAYED | MANAGING DIRECTOR | 2019-01 | <5% |
| MAGHER, JOSEPH, MEADE | MANAGING DIRECTOR | 2018-01 | <5% |
| VAN GORP, JONATHAN | MANAGING DIRECTOR | 2023-01 | <5% |
| MAKENA CAPITAL HOLDINGS, L.P.entity | MEMBER | 2020-01 | 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) |
|---|---|---|---|
| KOCHARD, LAWRENCE, EDWARD | MANAGING DIRECTOR & CO-CHIEF INVESTMENT OFFICER · MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER | 2024-03 | — not seen at a tracked firm |
| MCCAFFERY, MICHAEL, GERARD | MANAGING DIRECTOR · MANAGING PARTNER & DIRECTOR · MANAGING DIRECTOR & CHAIRMAN · MANAGING MEMBER & CHAIRMAN · MANAGING MEMBER AND CHAIRMAN · DIRECTOR/ CHIEF EXECUTIVE OFFICER/ MANAGING DIRECTOR/ MANAGING MEMBER | 2022-05 | — not seen at a tracked firm |
| MILLER, WILLIAM, RUSSELL | MANAGING DIRECTOR · CHIEF OPERATING OFFICER & MANAGING DIRECTOR · CHIEF OPERATING OFFICER/ MANAGING DIRECTOR/ MANAGING MEMBER | 2021-11 | — not seen at a tracked firm |
| BLANCHARD, RICHARD, CRAIG | MANAGING DIRECTOR | 2021-11 | — not seen at a tracked firm |
| PEEDIN, PAMELA, LYNN | DIRECTOR | 2020-08 | — not seen at a tracked firm |
| SONG, NG, KOK | DIRECTOR | 2020-08 | — not seen at a tracked firm |
| JOSS, ROBERT, LAW | DIRECTOR | 2020-08 | — not seen at a tracked firm |
| KNEISEL, WILLIAM, JOHN | DIRECTOR | 2020-08 | — not seen at a tracked firm |
| RICE, CONDOLEEZZA, (NMN) | DIRECTOR | 2020-08 | — not seen at a tracked firm |
| BURNS, WILLIAM, JOSEPH | DIRECTOR | 2020-08 | — not seen at a tracked firm |
| DOPPSTADT, ERIC, WOOD | DIRECTOR | 2020-08 | — not seen at a tracked firm |
| JAENSUBHAKIJ, JEFFREY, PICHET | DIRECTOR | 2020-08 | — not seen at a tracked firm |
| BURKE, DAVID, COLIN | MANAGING DIRECTOR & DIRECTOR · MANAGING DIRECTOR, DIRECTOR & CHIEF EXECUTIVE OFFICER · MANAGING MEMBER & CHIEF EXECUTIVE OFFICER · MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER · MANAGING DIRECTOR/ MANAGING MEMBER | 2020-02 | — not seen at a tracked firm |
| MEANEY, SUSAN, BLAKE | MANAGING DIRECTOR · MANAGING DIRECTOR / MANAGING MEMBER · MANAGING DIRECTOR/ MANAGING MEMBER | 2020-02 | — not seen at a tracked firm |
| MORA, JEFFERY, JOHN | MANAGING DIRECTOR · MANAGING DIRECTOR / MANAGING MEMBER · MANAGING DIRECTOR/ MANAGING MEMBER | 2018-03 | — not seen at a tracked firm |
| GAITHER, JAMES, CASTLE | LEAD OUTSIDE DIRECTOR · VICE-CHAIRMAN & LEAD DIRECTOR · VICE-CHAIRMAN AND LEAD DIRECTOR · DIRECTOR | 2018-03 | — not seen at a tracked firm |
| DEL BUONO, MICHEL, ATTILA | MANAGING DIRECTOR | 2018-02 | — not seen at a tracked firm |
| DOLAN, PETER, FRANCIS | MANAGING DIRECTOR | 2018-02 | — not seen at a tracked firm |
| GETTY, WILLIAM, PATTON | MANAGING DIRECTOR | 2018-02 | — not seen at a tracked firm |
| UPIN, ERIC, BRIAN | MANAGING DIRECTOR · MANAGING DIRECTOR / MANAGING MEMBER · MANAGING DIRECTOR/ MANAGING MEMBER | 2016-10 | — not seen at a tracked firm |
| STORM, ANNE, BRIDGET | CHIEF FINANCIAL OFFICER & MANAGING DIRECTOR · CHIEF FINANCIAL OFFICER | 2016-05 | — not seen at a tracked firm |
| CLAYTON, KEVIN, LOREN | MANAGING DIRECTOR & VICE-CHAIRMAN | 2016-05 | — not seen at a tracked firm |
| BUFFERD, ALLAN, SEYMOUR | DIRECTOR | 2016-02 | — not seen at a tracked firm |
| POWERS, JOHN, FRANCIS | DIRECTOR | 2014-07 | — not seen at a tracked firm |
| HELLER, CHRISTOPHER, MACLEAN | MANAGING DIRECTOR / MANAGING MEMBER · MANAGING DIRECTOR/ MANAGING MEMBER | 2014-03 | — not seen at a tracked firm |
| MARKS, ASHLEY, BROOKE | MANAGING DIRECTOR / MANAGING MEMBER · MANAGING DIRECTOR/ MANAGING MEMBER | 2014-03 | — not seen at a tracked firm |
| ARAYA, AGUSTIN, MARCO | MANAGING DIRECTOR/ MANAGING MEMBER | 2014-03 | — not seen at a tracked firm |
| ROHAL, JOHN, PETER | MANAGING DIRECTOR/ MANAGING MEMBER | 2012-07 | — 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.
