CIK 1573913
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-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 |
|---|---|---|---|
| FORD, TIMOTHY, PATRICK | CHIEF EXECUTIVE OFFICER / MANAGMENT COMMITTEE MEMBER | 2013-02 | <5% ·◆ |
| HOLMES, ERIC, JOHN | PARTNER, PORTFOLIO MANAGER | 2021-12 | <5% ·◆ |
| MATTS, MARY JANE | PARTNER, PORTFOLIO MANAGER | 2021-12 | <5% ·◆ |
| MURPHY, SEAMUS, MICHAEL | MANAGEMENT MEMBER | 2013-02 | <5% ·◆ |
| ROACH, MARK, JOSEPH | PARTNER, PORTFOLIO MANAGER | 2021-12 | <5% ·◆ |
| SAUNDERS, SARA, JEAN | CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | 2013-02 | <5% ·◆ |
| Meiksins, Ian, Disbrow |
| 2019-01 |
| <5% |
| FOUNDRY MANAGEMENT PARTNERS LLCentity | MEMBER | 2012-10 | 75%+ ·◆ |
| FOUNDRY MEMBER I LLCentity | MEMBER | 2012-10 | <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 (2025-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) |
|---|---|---|---|
| KLEIN, PETER, MARTIN | MANAGEMENT MEMBER | 2022-01 | — not seen at a tracked firm |
| LOGUE, EUGENIE, GUTHRIE | MANAGEMENT COMMITTEE MEMBER · CHIEF COMPLIANCE OFFICER | 2019-03 | — not seen at a tracked firm |
| SWENDIMAN, MATTHEW, ASHLEY | CHIEF COMPLIANCE OFFICER/MANAGEMENT COMMITTEE MEMBER · CHIEF COMPLIANCE OFFICER | 2018-09 | Crew Capital Management, Ltd, DEFINED WEALTH MANAGEMENT, LLC, ELEVATUS WELATH MANAGEMENT |
| DENN, AMY, JO | MANAGEMENT COMMITTEE MEMBER | 2016-08 | — not seen at a tracked firm |
| KLEVEN, STACY, LYNNE | CHIEF COMPLIANCE OFFICER | 2016-02 | — not seen at a tracked firm |
| CARSON, ROYCE, LANEIL | CHIEF COMPLIANCE OFFICER | 2013-02 | — not seen at a tracked firm |
| SILVERA, DAVID, DIBLEE | MANAGER | 2013-01 | — 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.
