CIK 1688184
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 |
|---|---|---|---|
| MCMAHON, CHRISTOPHER, SEAN | CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER | 2014-10 | <5% ·◆ |
| PETRUSKA, MEGAN, MARIE | CHIEF OPERATING OFFICER | 2014-10 | <5% ·◆ |
| REICHERT, DAVID, JAMES | CHIEF COMPLIANCE OFFICER | 2024-03 | <5% |
| MFA WEALTH HOLDINGS, LLCentity | OWNER | 2025-02 | 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) |
|---|---|---|---|
| D'AMICO, SARAH, REID | CHIEF COMPLIANCE OFFICER | 2023-10 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
| Warren, Brett, Jordan | CHIEF COUNSEL AND CHIEF COMPLIANCE OFFICER | 2023-03 | — not seen at a tracked firm |
| Keegan, Mary, Elizabeth | CHIEF COUNSEL & CHIEF COMPLIANCE OFFICER · CHIEF COUNSEL | 2022-09 | — not seen at a tracked firm |
| DUKES, GREGORY, ROBERT | CHIEF OPERATIONS OFFICER | 2018-08 | — not seen at a tracked firm |
| MORELLO, ANTONIO, EMILIO | CHIEF INVESTMENT OFFICER | 2016-05 | — not seen at a tracked firm |
| MEYER, BRIAN | CHIEF COMPLIANCE OFFICER | 2014-11 | — not seen at a tracked firm |
| BROWN, SCOTT, MICHAEL | CHIEF COMPLIANCE OFFICER | 2014-06 | — 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.
