CIK 1512171
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 2026-03-25). 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 2026-03-25. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| DUHAMEL, WILLIAM, FRANCIS | LIMITED PARTNER | 2010-06 | 50–75% ·◆ |
| MOMENT, JASON, ERWIN | LIMITED PARTNER | 2010-06 | 50–75% ·◆ |
| HUANG, WEIYI | CHIEF FINANCIAL OFFICER | 2020-12 | <5% ·◆ |
| KALSHEKER, ZAEED | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | 2022-07 | <5% ·◆ |
| JASON E. MOMENT, TRUSTEE OF THE JASON E. MOMENT REVOCABLE TRUSTentity | LIMITED PARTNER | 2010-06 | <5% ·◆ |
| ROIC, LLCentity | GENERAL PARTNER | 2010-06 | <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) |
|---|---|---|---|
| PANT, ASHISH, HARISHCHANDRA | LIMITED PARTNER | 2024-11 | — not seen at a tracked firm |
| VOON, RICHARD, HIAN-KEE | LIMITED PARTNER · TRUSTEE | 2024-11 | — not seen at a tracked firm |
| MALLACH, SASKIA, H | PARTNER/ EXECUTIVE · CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | 2022-07 | — not seen at a tracked firm |
| BARRON, SEAN | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 2020-02 | — 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.
