CIK 1384058
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-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 |
|---|---|---|---|
| CHUNG, DANIEL, CAYLEY | BOARD OF MANAGERS | 2024-01 | <5% ·◆ |
| HENDRICKS, MAUREEN, AGNES | BOARD OF MANAGERS | 2024-01 | <5% ·◆ |
| KINCEL, ROBERT, LOUIS | CHIEF FINANCIAL OFFICER,TREASURER | 2025-02 | <5% ·◆ |
| LIEBES, HAL | BOARD OF MANAGERS | 2024-01 | <5% ·◆ |
| MUFSON, MICHAEL, J | MANAGING PARTNER, BOARD OF MANAGERS | 2004-07 | <5% ·◆ |
| PAYNE, TINA | CHIEF COMPLIANCE OFFICER | 2024-01 | <5% ·◆ |
| SILVER, JENNIFER, KATZ | MANAGING PARTNER, BOARD OF MANAGERS |
| 2004-07 |
| <5% ·◆ |
| ALGER GROUP HOLDINGS, LLCentity | DIRECT PARENT | 2024-01 | 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 (2025-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) |
|---|---|---|---|
| FLAMMEY, STEVEN, TRACY | CFO/CHIEF COMPLIANCE OFFICER | 2024-01 | — not seen at a tracked firm |
| ROSENTHAL, STEVEN, PAUL | OUTSIDE DIRECTOR · BOARD OF MANAGERS | 2024-01 | — not seen at a tracked firm |
| MENDEZ, MICHAEL, CASARES | OUTSIDE DIRECTOR · BOARD OF MANAGERS | 2023-11 | Sapience Investments, LLC |
| HYMES, VICTOR, LOUIS | BOARD OF MANAGERS | 2013-03 | — 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.
