CIK 1626220
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 2026-05-07). 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 2026-05-07. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| MILANO, JOSEPH, MICHAEL | GREENHOUSE GP LLC MEMBER | 2013-06 | 50–75% ·◆ |
| BARRY, SCOTT, CHARLES | LIMITED PARTNER | 2017-01 | 10–25% ·◆ |
| LANDY, BENJAMIN, DAVID | LIMITED PARTNER | 2017-01 | 10–25% ·◆ |
| MILANO, KIRSTEN, TARA | TRUSTEE | 2011-03 | 10–25% ·◆ |
| MORRIS, CHARLES, ALAN | LIMITED PARTNER | 2015-01 | 10–25% ·◆ |
| MITCHELL, PATRICK, JOSEPH | LIMITED PARTNER | 2017-01 | 5–10% ·◆ |
| MAFALE, SCOTT, ALEXANDER | LIMITED PARTNER | 2025-01 | <5% ·◆ |
| MILLER, DANIEL, PATRICK | LIMITED PARTNER | 2021-01 | <5% ·◆ |
| NEIS, JOHN, JAMESON | DIRECTOR | 2019-10 | <5% ·◆ |
| REESE, CHARLES, RICHARD | DIRECTOR | 2014-03 | <5% ·◆ |
| VANDER ROEST, MICHAEL, J | DIRECTOR | 2026-04 | <5% ·◆ |
| BAIRD FINANCIAL GROUP, INC.entity | BAIRD FINANCIAL CORPORATION SHAREHOLDER | 2020-12 | 75%+ ·◆ |
| J M MILANO TR JOSEPH M MILANO, REV TRUST DTD 3/30/11 AND K T MILANO TR KIRSTEN T MILANO, REV TRUST DTD 3/30/11 TEN COMentity | GREENHOUSE GP LLC MEMBER | 2016-11 | 25–50% ·◆ |
| BAIRD FINANCIAL CORPORATIONentity | LIMITED PARTNER | 2014-03 | 10–25% ·◆ |
| GREENHOUSE GP LLCentity | GENERAL PARTNER | 2013-06 | <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) |
|---|---|---|---|
| MAXWELL, TERRANCE, PATRICK | DIRECTOR | 2024-03 | — not seen at a tracked firm |
| PREY, DUVAL, JAMES | LIMITED PARTNER | 2024-03 | — not seen at a tracked firm |
| GENTILE, JAMES, MICHAEL | LIMITED PARTNER | 2020-03 | — not seen at a tracked firm |
| GENTILE, CARA, MARINO | LIMITED PARTNER | 2020-03 | — not seen at a tracked firm |
| MAHLER, WILLIAM, WALTER | DIRECTOR | 2019-03 | — 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.
