CIK 1510974
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 2026-03-30). 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 2026-03-30. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| ENNESSER, AMY, LEE | PRESIDENT | 2026-01 | <5% ·◆ |
| FEINGOLD, CHAD, MORGAN | PARTNER & CHIEF OPERATING OFFICER | 2026-01 | <5% ·◆ |
| JESTER, DAN, HAMILL | PRESIDENT | 2013-11 | <5% ·◆ |
| LEMKAU, GREGG, ROBERT | CO-CHIEF EXECUTIVE OFFICER | 2023-01 | <5% ·◆ |
| MICHEL, CINDY, ZEE | PARTNER & GLOBAL CHIEF COMPLIANCE OFFICER | 2020-01 | <5% ·◆ |
| OLAFSON, GREGORY, GORDON | PRESIDENT | 2026-01 | <5% ·◆ |
| ORR, SAN, WATTERSON | PRESIDENT | 2009-04 | <5% ·◆ |
| SCHALTENBRAND, LAWRENCE, EDWARD | PARTNER & CO-CHIEF FINANCIAL OFFICER | 2026-01 | <5% ·◆ |
| SIMONDS, ROBERT, KENNETH | PARTNER & GENERAL COUNSEL | 2023-09 | <5% ·◆ |
| STOCK, DANIEL, ROBERT | PARTNER & CO-CHIEF FINANCIAL OFFICER | 2026-01 | <5% ·◆ |
| TROTT, BYRON, DAVID | CHAIRMAN & CO-CHIEF EXECUTIVE OFFICER | 2009-04 | <5% ·◆ |
| Todd, Mary Ann | PARTNER & CHIEF LEGAL OFFICER | 2018-01 | <5% ·◆ |
| BDT & MSD HOLDINGS, L.P.entity | PARENT | 2023-01 | 75%+ ·◆ |
| BDTP GP, LLCentity | MANAGING MEMBER | 2009-04 | <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 (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) |
|---|---|---|---|
| BURNS, MICHAEL, EDWIN | PARTNER & CHIEF FINANCIAL OFFICER · MANAGING DIRECTOR AND CFO · CFO | 2024-07 | — not seen at a tracked firm |
| ROGERS, BRENDAN, PEARSALL | PARTNER & CHIEF OPERATING OFFICER | 2024-07 | — not seen at a tracked firm |
| BUSH, WILLIAM, ROBERT | CO-FOUNDER AND VICE CHAIRMAN · VICE CHAIRMAN · VICE CHAIRMAN AND GENERAL COUNSEL · PARTNER AND GENERAL COUNSEL | 2020-11 | — not seen at a tracked firm |
| Mosley, Daniel, Lynn | PARTNER | 2020-11 | — not seen at a tracked firm |
| MCLELLAN, DONALD, FRANCIS | PARTNER · PARTNER AND CCO · MANAGING DIRECTOR AND CCO · SENIOR PRINCIPAL AND CCO | 2020-03 | — not seen at a tracked firm |
| VERIGAN, ROBERT, LEE | PARTNER · MANAGING DIRECTOR AND GENERAL COUNSEL · MANAGING DIRECTOR AND ASSOCIATE GENERAL COUNSEL | 2020-03 | — not seen at a tracked firm |
| HEAD, JAMES, MICHAEL | PARTNER · PARTNER & CO-HEAD OF ADVISORY SERVICES, NEW YORK OFFICE | 2020-03 | — not seen at a tracked firm |
| LEGASPI, EDGAR, D | PARTNER | 2020-03 | — not seen at a tracked firm |
| THOMPSON, TIMOTHY, SANDS | PARTNER | 2020-03 | — not seen at a tracked firm |
| RAINKO, KELLY, DARIN | PARTNER | 2020-03 | — not seen at a tracked firm |
| SHEFTER, DANIEL, MATTHEW | PARTNER | 2020-03 | — not seen at a tracked firm |
| DUNNE, JENNIFER, DAVIS | PARTNER | 2020-03 | — not seen at a tracked firm |
| HOVDE, GENEVIEVE, E | PARTNER | 2020-03 | — not seen at a tracked firm |
| KEFFER, ELIZABETH, BAKER | PARTNER | 2020-03 | — not seen at a tracked firm |
| MEYER, NOA, ANNE | PARTNER | 2020-03 | — not seen at a tracked firm |
| SHINN, BONG, NMN | PARTNER | 2020-03 | — not seen at a tracked firm |
| LAL, ASHISH, KUMAR | PARTNER | 2020-03 | — not seen at a tracked firm |
| HAGGE, TIFFANY, KATHLEEN | PARTNER | 2020-03 | — not seen at a tracked firm |
| REID, ROBERT, DENNIS | PARTNER | 2020-03 | — not seen at a tracked firm |
| Reece, Joseph, Elliot | PARTNER | 2020-03 | — not seen at a tracked firm |
| WILLIAMS, CHRISTOPHER, HALE | PARTNER | 2020-02 | — not seen at a tracked firm |
| KOCH, MONTE, MERRITT | PARTNER | 2020-02 | — not seen at a tracked firm |
| GUTMAN, JOSEPH, DON | PARTNER | 2020-02 | — not seen at a tracked firm |
| GILLIGAN, JOHN, EAMONN | PARTNER | 2020-02 | — not seen at a tracked firm |
| ROBINSON, ELBERT, O. | PARTNER | 2020-02 | — not seen at a tracked firm |
| DILLS, JOHN, PATRICK | PARTNER | 2017-03 | — 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.
