CIK 1554308
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 |
|---|---|---|---|
| GRAY, ELDRIDGE, FULLER | MANAGING DIRECTOR | 2011-09 | 50–75% ·◆ |
| BLIGH, BRUCE, WELLINGTON | MANAGING DIRECTOR | 2011-09 | 25–50% ·◆ |
| BASTANI, ALI, KEVIN | MANAGING DIRECTOR | 2011-09 | 10–25% ·◆ |
| ALLBIN, ERIC, MATTHEW | MANAGING DIRECTOR | 2019-01 | <5% ·◆ |
| TEPPER, LESLEY, ANNE V | CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | 2021-01 | <5% ·◆ |
| WYMAN, CHARLES, OWEN TALLANT | MANAGING DIRECTOR | 2019-01 | <5% ·◆ |
| LEE, BRIAN, HANWEI | LIMITED PARTNER | 2012-12 |
| <5% |
| BLIGH, BRUCE, WELLINGTON AND BLIGH, KELLY, ANN AS CO-TRUSTEES OF BLIGH FAMILY TRUSTentity | LIMITED PARTNER | 2012-12 | 25–50% ·◆ |
| GRAY, ELDRIDGE, FULLER AND GRAY, KIRSTEN, LOFT AS GENERAL PARTNERS OF SPROCKETCAL PECK ONE, LPentity | LIMITED PARTNER | 2012-12 | 25–50% ·◆ |
| ALI KEVIN BASTANI AND SHALINI LAL BASTANI AS CO- TRUSTEES OF THE OLD NORTH TRUST DTD 11/1/2016entity | LIMITED PARTNER | 2020-09 | 10–25% ·◆ |
| GRAY, ELDRIDGE, FULLER AND BASTANI, ALI, KEVIN AS MANAGING MEMBERS OF BLACKOAK, GP LLCentity | GENERAL PARTNER | 2011-09 | <5% ·◆ |
| BRUCE WELLINGTON BLIGH AS MANAGER OF THE BGT INVESTMENT OFFICE LLCentity | LIMITED PARTNER | 2025-06 | 10–25% |
| WYMAN, CHARLES, OWEN TALLANT AND WYMAN, MEGAN, PICKETT AS CO-TRUSTEES OF CHARLES AND MEGAN WYMAN TRUSTentity | LIMITED PARTNER | 2012-12 | <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) |
|---|---|---|---|
| LANE, JOANNA, MARIA | CHIEF COMPLIANCE OFFICER | 2018-03 | — 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.
