CIK 1600145
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 2026-03-19). 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 2026-03-19. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| VANHULZEN, CRAIG, DENNIS | FOUNDER AND CEO | 2000-01 | 50–75% ·◆ |
| NICHOLSON, BRADLEY, ROBERT | PRESIDENT | 2019-06 | 10–25% ·◆ |
| BEAL, RHETT, AUGUSTIN | VICE PRESIDENT | 2019-01 | <5% ·◆ |
| Nederveld, Paul | DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | 2019-10 | <5% ·◆ |
| PEARCE, JOHN, ROBERSON | MANAGING DIRECTOR | 2009-06 | <5% |
| TEN BRINK, STEFANUS | MANAGING DIRECTOR | 2011-01 | <5% |
| WEDBUSH CAPITALentity | PASSIVE | 2011-07 | 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.
