CIK 1514334
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.
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 | 2024-11 | — not seen at a tracked firm |
| ROGERS, BRENDAN, PEARSALL | PARTNER & CHIEF OPERATING OFFICER · PARTNER · PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSDC MANAGEMENT, L.P.) | 2024-11 | — not seen at a tracked firm |
| LISKER, MARC, RUSSELL | PARTNER & CHIEF LEGAL OFFICER · PARTNER & CHIEF LEGAL OFFICER (MSD PARTNERS, L.P.) · PARTNER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER (MSDC MANAGEMENT, L.P.) · PARTNER & CHIEF LEGAL OFFICER (MSDC MANAGEMENT, L.P.) · PARTNER, CHIEF COMPLIANCE OFFICER & CHIEF LEGAL OFFICER (MSDC MANAGEMENT, L.P.) | 2022-11 | — not seen at a tracked firm |
| PLATEK, ROBERT, MICHAEL | PARTNER · PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSDC MANAGEMENT, L.P.) | 2022-11 | — not seen at a tracked firm |
| PACKARD, COBURN, JOHN | PARTNER · PARTNER (MSD PARTNERS, L.P.) | 2022-11 | — not seen at a tracked firm |
| LIGUORI, MARCELLO | PARTNER · PARTNER (MSD PARTNERS, L.P.) | 2022-11 | — not seen at a tracked firm |
| CARDOSO, JOHN | CHIEF FINANCIAL OFFICER · CHIEF FINANCIAL OFFICER (MSD PARTNERS, L.P.) | 2022-11 | — not seen at a tracked firm |
| DELL, MICHAEL, SAUL | PARTNER | 2022-11 | — not seen at a tracked firm |
| Silva, Kevin, Michael | PARTNER | 2022-11 | — not seen at a tracked firm |
| BROWN, KEVIN | PARTNER | 2022-11 | — not seen at a tracked firm |
| HERZ, JEREMY, M | PARTNER | 2022-11 | — not seen at a tracked firm |
| SEGAL, SCOTT, MICHAEL | PARTNER | 2022-11 | — not seen at a tracked firm |
| LONDAL, DOUGLAS, FRED | PARTNER · PARTNER (MSD PARTNERS, L.P.) | 2022-03 | — not seen at a tracked firm |
| BERK, HOWARD, MARK | PARTNER · PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSDC MANAGEMENT, L.P.) | 2022-03 | — not seen at a tracked firm |
| PHELAN, JOHN, CARTWRIGHT | PARTNER · PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSDC MANAGEMENT, L.P.) | 2022-03 | — not seen at a tracked firm |
| SHOLEM, BARRY, ALAN | PARTNER · PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSDC MANAGEMENT, L.P.) | 2022-03 | — not seen at a tracked firm |
| FUHRMAN, GLENN, ROBERT | PARTNER · PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSDC MANAGEMENT, L.P.) | 2022-02 | — not seen at a tracked firm |
| ALSFINE, JOEL | PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSDC MANAGEMENT, L.P.) | 2020-11 | — not seen at a tracked firm |
| WORKMAN, THOMAS, CHRISTIAN | PARTNER (MSD PARTNERS, L.P.) | 2020-11 | — not seen at a tracked firm |
| ESFANDI, JONATHAN, NMN | PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSD PARTNERS EUROPE, LLP) · PRESIDENT & MEMBER (MSD CAPITAL (EUROPE), LLP) | 2019-02 | JNE Partners LLP |
| HEE, ANDREW, CHEE KEONG | PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSDC MANAGEMENT, L.P.) | 2017-09 | — not seen at a tracked firm |
| SHUCHMAN, DANIEL | PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSDC MANAGEMENT, L.P.) | 2017-09 | — not seen at a tracked firm |
| TSAI, MEI-YING | PARTNER (MSD PARTNERS, L.P.) · PARTNER & CHIEF FINANCIAL OFFICER (MSD PARTNERS, L.P.) · PARTNER & CHIEF FINANCIAL OFFICER (MSDC MANAGEMENT, L.P.) | 2017-09 | — not seen at a tracked firm |
| FRANK, BRIAN, LAKES | PARTNER (MSD PARTNERS, L.P.) · PARTNER (MSDC MANAGEMENT, L.P.) | 2017-01 | Declaration Partners LP |
| POLLAND, ANDREW, ROBERT | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL (MSDC MANAGEMENT, L.P) · CHIEF COMPLIANCE OFFICER | 2014-02 | — not seen at a tracked firm |
| ROSEN, ERIC, JAY | PARTNER (MSDC MANAGEMENT, L.P.) | 2013-08 | — 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.
