CIK 1556245
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.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-31). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-31. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| JOHNSTON, EDWIN, MCCLELLAN | FOUNDER | 2003-12 | 50–75% ·◆ |
| AMOIA, JONATHAN, JOSEPH | PARTNER, MANAGING DIRECTOR | 2016-01 | 10–25% |
| GOUBRIAL, SHANT, SHAWKY | CHIEF OPERATIONS OFFICER & MANAGING PARTNER | 2015-02 | 10–25% |
| RYSKALCZYK, RICHARD, WILLIAM | PORTFOLIO MANAGER & MANAGING PARTNER | 2023-04 | 10–25% |
| HASSLER, KRISTYNA, ALLSOP | PARTNER, MANAGING PARTNER | 2026-01 | 5–10% |
| KICINSKI, CHRISTOPHER, STANLEY | PARTNER, MANAGING PARTNER | 2012-03 | 5–10% |
| LARRY, MARK, JOSEPH | PARTNER, SENIOR EQUITY ANALYST | 2018-01 | 5–10% |
| STOLZENBURG, LARRY, SCOTT | PARTNER | 2012-03 | 5–10% |
| MYERS, RYAN, ANDREW | PARTNER, CHIEF COMPLIANCE OFFICER | 2016-03 | <5% |
| VANDEGUCHTE, AARON, ROBERT | PARTNER,CHIEF EQUITY ANALYST | 2021-07 | <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) |
|---|---|---|---|
| BERNSTEIN, MARC, DAVID | PARTNER, INVESTMENT ADVISOR · PARTNER, VICE PRESIDENT BUSINESS DEVELOPMENT | 2023-08 | — not seen at a tracked firm |
| ROOP, CHRISTOPHER, BRADFORD | PARTNER | 2022-11 | — not seen at a tracked firm |
| GARVIN, STEPHEN, KEVIN | VP PRIVATE CLIENT BUSINESS DEVELOPMENT | 2018-08 | — not seen at a tracked firm |
| D'AMBROSIO, NICHOLAS, MARTIN | CHIEF COMPLIANCE OFFICER · COMPLIANCE MANAGER | 2016-03 | Magnitude Capital, LLC |
| WIENS, MATTHEW, JOHN | PARTNER | 2016-01 | — not seen at a tracked firm |
| LAKE LANGLEY, LISA, MILLER | HEAD OF INSTITUTIONAL SALES & SERVICES, PARTNER · CHIEF COMPLIANCE OFFICER, PARTNER | 2015-12 | — not seen at a tracked firm |
| HOSLER, MARY, KATHERINE | VICE-PRESIDENT PRIVATE CLIENT BUSINESS DEVELOPMENT | 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.
