CIK 1567013
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) |
|---|---|---|---|
| WEAVER, DUSTIN, HARTLEY | DIRECTOR OF FINANCIAL PLANNING | 2024-05 | — not seen at a tracked firm |
| HOLAN, SCOTT, ANDREW | VICE PRESIDENT, CHIEF FINANCIAL OFFICER · VICE PRESIDENT OF INVESTMENTS | 2021-03 | — not seen at a tracked firm |
| COUPERUS, JANE, ESTHER | ASSISTANT VICE PRESIDENT OF INVESTMENTS/CCO · VICE PRESIDENT OF INVESTMENTS | 2019-03 | — not seen at a tracked firm |
| GREEN, CHARLES, FREDERIC | INVESTMENT AND COMPLIANCE ADVISOR AND SECRETARY · INVESTMENT AND COMPLIANCE ADVISOR, AND SECRETARY · INVESTMENT AND COMPLIANCE OFFICER, AND SECRETARY · CHIEF COMPLIANCE OFFICER |
| 2018-03 |
| — not seen at a tracked firm |
| FLEEMAN, STEWART, WILLIAM | INVESTMENT COMMITTEE MEMBER · CHIEF FINANCIAL OFFICER | 2017-09 | — not seen at a tracked firm |
| BIANCHI, JOHNNY, CARLO | CHIEF FINANCIAL OFFICER | 2017-09 | — 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.
