CIK 1478179
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-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 |
|---|---|---|---|
| DANIELS, CHRISTOPHER, FRANK | PARTNER | 2004-01 | 10–25% ·◆ |
| DANIELS, CHRISTOPHER, WILLIAMS | PARTNER | 2021-12 | 10–25% ·◆ |
| DANIELS, DEVON, WILLIAMS | PARTNER | 2004-01 | 10–25% ·◆ |
| Daniels, Thomas, Jordan | CHIEF COMPLIANCE OFFICER, | 2020-01 | 10–25% ·◆ |
| MCINTOSH, ADELE, P. | PARTNER | 2004-01 | 10–25% ·◆ |
| DEANGELO, TIMOTHY, JOHN | CHIEF INVESTMENT STRATEGIST | 2022-01 | 5–10% |
| BENSON, SUSAN, P. | PARTNER | 2004-01 | <5% |
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 (2023-Q3). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
