CIK 1627417
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 |
|---|---|---|---|
| DUNN, JAMES, JOSEPH | CHIEF EXECUTIVE OFFICER | 2013-10 | 10–25% ·◆ |
| CARTER, MICHAEL, ANDREW | MEMBER, BOARD OF MANAGERS | 2021-07 | <5% ·◆ |
| CRAWFORD, MATTHEW, STARBUCK | MEMBER, BOARD OF MANAGERS | 2022-07 | <5% ·◆ |
| CULBERTSON, JOHN, NEWELL | MEMBER, BOARD OF MANAGERS | 2020-01 | <5% ·◆ |
| DEMEESTER, KELLY, ANN | MEMBER, BOARD OF MANAGERS | 2026-01 | <5% ·◆ |
| DUPREE, DAVID, WRIGHT | MEMBER, BOARD OF MANAGERS | 2013-10 | <5% ·◆ |
| KING, MATTHEW, A | MEMBER, BOARD OF MANAGERS |
| 2024-07 |
| <5% ·◆ |
| MANNING, JEFFREY, MICHAEL | CHIEF FINANCIAL OFFICER | 2019-05 | <5% ·◆ |
| O'Connell, James, Morrison | MEMBER, BOARD OF MANAGERS | 2023-07 | <5% ·◆ |
| THOMAS, CRAIG, OWEN | VICE PRESIDENT (10/2013), TREASURER (10/2013), CHIEF INVESTMENT OFFICER (07/2023) | 2013-10 | <5% ·◆ |
| Travisano, Jacqueline, Anne | MEMBER, BOARD OF MANAGERS | 2023-07 | <5% ·◆ |
| WEST, VICKI, JENNINGS | VICE PRESIDENT (10/2013), SECRETARY (10/2013), CHIEF OPERATING OFFICER(04/2014) | 2013-10 | <5% ·◆ |
| RECKAMP, SCOTT, PAUL | CHIEF COMPLIANCE OFFICER | 2024-01 | <5% |
| WAKE FOREST UNIVERSITYentity | MEMBER | 2013-10 | 75%+ ·◆ |
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) |
|---|---|---|---|
| MCFATE, CAROL, ANN | MEMBER, BOARD OF MANAGERS | 2024-08 | — not seen at a tracked firm |
| HUMMEL, JAQUELINE, MARIE | CHIEF COMPLIANCE OFFICER | 2023-08 | — not seen at a tracked firm |
| HELVEY, JAMES, RELEFORD | MEMBER, BOARD OF MANAGERS | 2023-03 | — not seen at a tracked firm |
| MILAM, BRUCE, HOFLER | MEMBER, BOARD OF MANAGERS | 2023-03 | — not seen at a tracked firm |
| SINK, ADELAIDE, ALEXANDER | MEMBER, BOARD OF MANAGERS | 2022-04 | — not seen at a tracked firm |
| SELVERIAN, MICHAEL, JIRARD | MEMBER, BOARD OF MANAGERS | 2022-04 | — not seen at a tracked firm |
| KAMIN, DOUGLAS, ANDREW | CHIEF COMPLIANCE OFFICER | 2021-08 | Oliver Luxxe Assets LLC |
| SUTTON, BENJAMIN, CONRAD | MEMBER, BOARD OF MANAGERS | 2021-04 | — not seen at a tracked firm |
| LANGLEY, BEVERLY, JEAN | CHIEF COMPLIANCE OFFICER | 2020-05 | — not seen at a tracked firm |
| WILLIAMS, JAMES, THOMAS | MEMBER, BOARD OF MANAGERS | 2018-07 | — not seen at a tracked firm |
| DUNCAN, PETER, GARFIELD | PRESIDENT | 2018-06 | — not seen at a tracked firm |
| REINEMUND, STEVEN, S | MEMBER, BOARD OF MANAGERS | 2017-04 | — not seen at a tracked firm |
| BROCKWAY, PETER, CRAIG | MEMBER, BOARD OF MANAGERS | 2017-04 | — not seen at a tracked firm |
| MILLER, JAMES, FIELDING | MEMBER, BOARD OF MANAGERS | 2016-03 | CAPTRUST FINANCIAL ADVISORS |
| BITOVE, JOHN, I | MEMBER, BOARD OF MANAGERS | 2014-05 | — not seen at a tracked firm |
| BUNN, THOMAS, WARE | MEMBER, BOARD OF MANAGERS | 2014-05 | — not seen at a tracked firm |
| EUBANK, FREDERICK, W | MEMBER, BOARD OF MANAGERS | 2014-05 | — not seen at a tracked firm |
| HOLDING, FRANK BROWN | MEMBER, BOARD OF MANAGERS | 2014-05 | — not seen at a tracked firm |
| MORGAN, JAMES, REID | ASSISTANT SECRETARY | 2014-05 | — 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.
