CIK 1512415
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q1. 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.
Signed this manager's latest 13F (2024-Q3). 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) |
|---|---|---|---|
| LINDSEY, RICHARD, RAY | CHIEF INVESTMENT OFFICER | 2024-07 | — not seen at a tracked firm |
| THEDFORD, ELIZABETH, BONITA | CHIEF COMPLIANCE OFFICER | 2022-03 | Islander Capital Partners, L.P. |
| SHELTON, STANLEY, WADE | MEMBER · MANAGING DIRECTOR | 2021-03 | — not seen at a tracked firm |
| TURTON, LUCAS, F | MEMBER | 2019-03 | — not seen at a tracked firm |
| CUTRELL, CHARLES, C | MEMBER & CCO · CHIEF COMPLIANCE OFFICER | 2018-03 |
| — not seen at a tracked firm |
| ADLER, TIMOTHY, ROBERT | MEMBER | 2014-03 | — not seen at a tracked firm |
| CARLETON, SCOTT, TAYLOR | MEMBER | 2014-03 | — 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.
