CIK 1653199
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 |
|---|---|---|---|
| BLOOMFIELD, KEITH, MITCHELL | CHIEF EXECUTIVE OFFICER | 2017-01 | <5% ·◆ |
| WALSH, JONATHAN, RICHARD | CHIEF COMPLIANCE OFFICER | 2025-03 | <5% ·◆ |
| MEHALKO, ANDREW, PATRICK | CHIEF INVESTMENT OFFICER | 2019-01 | <5% |
| ORTIZ, PETER, MARC | CHIEF OPERATING OFFICER | 2023-07 | <5% |
| CORIENT PARTNERS US LPentity | OWNER | 2026-06 | 75%+ ·◆ |
| CORIENT GROUP GP LLC (US)entity | GENERAL PARTNER | 2026-06 | <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) |
|---|---|---|---|
| GREGORCHUK, PAUL, SCOTT | VICE CHAIRMAN · EXECUTIVE CHAIRMAN · MANAGER / CHIEF EXECUTIVE OFFICER | 2024-04 | — not seen at a tracked firm |
| GEARHART, WILLIAM, RAGNAR | CHIEF COMPLIANCE OFFICER | 2024-04 | — not seen at a tracked firm |
| FAGLEY, CHRISTOPHER, LEITH | CHIEF OPERATING OFFICER | 2023-03 | FourThought Financial Partners, LLC |
| MCGRATH, JAMES, CLEMENT | CO-CHIEF INVESTMENT OFFICER · DIRECTOR OF RESEARCH · CHIEF COMPLIANCE OFFICER | 2022-11 | — not seen at a tracked firm |
| KEATING, KATHLEEN, ELIZABETH | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL · CHIEF COMPLIANCE OFFICER | 2022-03 | VOLORIDGE INVESTMENT MANAGEMENT, LLC |
| LUTERMAN, WILLIAM, DAVID | CHIEF INVESTMENT OFFICER | 2018-09 | — not seen at a tracked firm |
| BROWN, CHRISTOPHER, FEARON | CHIEF COMPLIANCE OFFICER | 2018-03 | BLB&B Advisors, LLC |
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.
