CIK 1569518
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 2026-03-23). 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 2026-03-23. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| RUEVEN, DANIEL, SAM | MANAGING MEMBER | 2011-02 | 25–50% ·◆ |
| RUEVEN, MONY, "NMN" | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | 2011-02 | 25–50% ·◆ |
| LINDHOLM, JOHN, ANDREW | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | 2015-05 | <5% ·◆ |
| RUEVEN, ELANA, JESSIE | MEMBER | 2011-02 | 5–10% |
| RUEVEN, ELIZABETH, J.A. | MEMBER | 2011-02 | <5% |
| GOLDMAN GRANDCHILDREN 1986 TRUST FBO SARAH M. GELMANentity | OWNER | 2022-12 | 25–50% |
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.
