CIK 1569532
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) |
|---|---|---|---|
| FLANNERY, DAVID, J | SENIOR MANAGING DIRECTOR AND PRESIDENT OF VISTA CREDIT PARTNERS, MEMBER OF EXECUTIVE COMMITTEE · PRESIDENT OF VISTA CREDIT PARTNERS | 2024-05 | — not seen at a tracked firm |
| MYERS, GREGORY, RIDGWAY | SENIOR MANAGING DIRECTOR AND HEAD OF CAPITAL & PARTNER SOLUTIONS, MEMBER OF EXECUTIVE COMMITTEE | 2024-05 | — not seen at a tracked firm |
| WARNKEN-BRILL, JOHN, RICHARD | SENIOR MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER · CHIEF FINANCIAL OFFICER | 2022-03 | — not seen at a tracked firm |
| FORD, JAMES, MORRILL | SENIOR MANAGING DIRECTOR AND PRESIDENT OF PUBLIC EQUITY · PRESIDENT OF PUBLIC EQUITY · PRESIDENT OF CREDIT AND PUBLIC EQUITY · CHIEF OPERATING OFFICER |
| 2022-03 |
| — not seen at a tracked firm |
| CLINE, ALAN, CHRISTOPHER | SENIOR ADVISOR, PRIVATE EQUITY AND EXECUTIVE COMMITTEE · SENIOR MANAGING DIRECTOR AND ENDEAVOR FUND CO-HEAD, PRIVATE EQUITY, MEMBER OF EXECUTIVE COMMITTEE | 2021-12 | — not seen at a tracked firm |
| SHETH, BRIAN, N | PRESIDENT | 2020-10 | Haveli Investment Management LLC |
| LESZCZYNSKI, THADDEUS, MARION | CHIEF COMPLIANCE OFFICER | 2014-09 | — 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.
