CIK 1542165
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BOYER, RICHARD, WAKEFIELD | PARTNER, CHIEF INVESTMENT OFFICER | 2007-08 | 10–25% ·◆ |
| Bloodgood, Cory, Alan | PARTNER, PORTFOLIO MANAGER | 2020-01 | 10–25% ·◆ |
| CARLEY, LAURA, KATHRYN | MANAGING PARTNER, PORTFOLIO MANAGER | 2016-01 | 10–25% ·◆ |
| CLARK, ERIC, CHARLES | CHIEF EXECUTIVE OFFICER, MANAGING PARTNER, WEALTH ADVISOR | 2016-01 | 10–25% ·◆ |
| HACKLEMAN, STEVEN, BRIAN | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | 2007-09 | 10–25% ·◆ |
| WYSONG, CYNTHIA, RENEE | PARTNER, WEALTH ADVISOR | 2020-01 | 10–25% ·◆ |
| PARTNER, WEALTH ADVISOR |
| 2023-01 |
| 5–10% ·◆ |
| CORPORON, MELINDA, KATHERINE | CO-FOUNDER | 2007-08 | 5–10% |
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.
