CIK 1372130
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 |
|---|---|---|---|
| Reeves, Stephen, Kenneth | CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | 2022-03 | <5% ·◆ |
| C-DSK LLCentity | OWNER AND MEMBER LLC | 2013-08 | 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) |
|---|---|---|---|
| GERCKE, CARL, GIVENS | CHIEF INVESTMENT OFFICER · MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER · MANAGING DIRECTOR · MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER · MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER AND DIRECTOR · MANAGING DIRECTOR AND DIRECTOR |
| 2024-06 |
| — not seen at a tracked firm |
| MOGAVERO, JENNIFER, ENID | CHIEF COMPLIANCE OFFICER | 2021-03 | — not seen at a tracked firm |
| CLOSSON, STEVEN, ADAMS | DIRECTOR | 2013-04 | — not seen at a tracked firm |
| MAIORINO, PASQUALE, FRANCIS | DIRECTOR | 2013-04 | — not seen at a tracked firm |
| ANDERSEN, PAUL, HARVEY | DIRECTOR | 2013-04 | — not seen at a tracked firm |
| BONVILLE, STEVEN, EDWARD | DIRECTOR | 2013-04 | — not seen at a tracked firm |
| MOHAMMAD, ANN, MARIE | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 2012-03 | — 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.
