CIK 1621157
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| GIANNETTI, THOMAS, NMN | CHIEF FINANCIAL OFFICER | 2008-03 | <5% ·◆ |
| RISTVEDT, PAL, BIRGER | EXECUTIVE OFFICER | 2013-12 | <5% ·◆ |
| WARREN, WILSON, SETH | PRESIDENT | 2018-06 | <5% ·◆ |
| KAHN, JASON, PAUL | GENERAL COUNSEL | 2024-01 | <5% |
| RICHARDS, ELIZABETH, LEE | CHIEF COMPLIANCE OFFICER | 2022-03 | <5% |
| FRANKLIN RESOURCES, INC.entity | PARTNER | 2022-04 | 75%+ ·◆ |
| LEXINGTON ADVISORS UK LTDentity | DESIGNATED MEMBER | 2013-02 | 75%+ ·◆ |
| LEXINGTON PARTNERS (MEX) ASSOCIATES, LLCentity | PARTNER | 2018-05 | 75%+ ·◆ |
| LEXINGTON PARTNERS L.P.entity | OWNER | 2010-03 | 75%+ ·◆ |
| LEXINGTON PARTNERS ADVISORS GP L.L.C.entity | GENERAL PARTNER | 2008-03 | <5% ·◆ |
| LEXINGTON PARTNERS GP HOLDINGS IX LLCentity | PARTNER | 2018-05 | <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 (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) |
|---|---|---|---|
| CHAPMAN, DUNCAN, ANTHONY | EXECUTIVE OFFICER | 2022-03 | — not seen at a tracked firm |
| NICKLAS, BRENT, ROBERT | FOUNDER AND CHAIRMAN · PRESIDENT | 2022-03 | — 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.
