CIK 1524493
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q3. 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 (2025-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) |
|---|---|---|---|
| FITZGERALD, CHARLES, P | LIMITED PARTNER | 2024-03 | — not seen at a tracked firm |
| FOX, ALISSA, R | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | 2024-03 | — not seen at a tracked firm |
| MENG, JUSTIN, FAN | LIMITED PARTNER | 2024-01 | — not seen at a tracked firm |
| FRANKEL, STEVEN, LOUIS | LIMITED PARTNER | 2018-04 | LANDMARK INVESTMENT PARTNERS, L.P. |
| PONDER, ANNA, K. | LIMITED PARTNER | 2014-06 | — 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.
