CIK 1633387
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 2026-06-16). 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 2026-06-16. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| SPOTSWOOD, SHANNON, PARROTT | CHIEF EXECUTIVE OFFICER | 2024-09 | 5–10% ·◆ |
| WEDELL, FREDERICK, GEORGE TRUST | CHIEF INVESTMENT OFFICER | 2017-01 | 5–10% ·◆ |
| WHITE, BOBBY, RAY TRUST | MANAGING MEMBER AND EXECUTIVE CHAIRMAN | 2011-07 | 5–10% ·◆ |
| Nelson, Douglas, Scott | CFO | 2025-11 | <5% ·◆ |
| OHLRICH, RICHARD, HENRY | CHIEF COMPLIANCE OFFICER | 2022-02 | <5% ·◆ |
| SWENSON, EDWARD, CHRISTY | PRESIDENT | 2025-10 | <5% ·◆ |
| LONG RIDGE EQUITY PARTNERS III, LPentity | OWNER | 2023-12 | 25–50% ·◆ |
| LREP III RFG OFFSHORE INVESTORS, LLC.entity | OWNER | 2023-12 | 10–25% ·◆ |
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) |
|---|---|---|---|
| SCOLES, VICTORIA, A | CHIEF COMPLIANCE OFFICER | 2022-02 | — not seen at a tracked firm |
| RYALS, BRIAN, ALAN | MANAGING MEMBER | 2018-11 | — not seen at a tracked firm |
| POYNOR, HAMILTON, PERKINS BOUCHELLE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER · MANAGING MEMBER | 2016-11 | — not seen at a tracked firm |
| DIXON, JON, BENJAMIN | CHIEF COMPLIANCE OFFICER | 2014-10 | — not seen at a tracked firm |
| FLEMING, WESLEY, GRAY | MEMBER | 2012-06 | — not seen at a tracked firm |
| ANGST, FREDERICK, LAWRENCE | MEMBER | 2012-06 | — 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.
