CIK 1688666
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 2026-03-30). 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 2026-03-30. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| DEVARAJ, DEEPAK, ROLAND | PRESIDENT AND CHIEF INVESTMENT OFFICER | 2026-01 | <5% ·◆ |
| Kirwan, Timothy, Francis | CHIEF COMPLIANCE OFFICER | 2019-10 | <5% |
| SHEA, RICHARD, D | CHIEF FINANCIAL OFFICER AND CHIEF OPERATIONS OFFICER | 2019-10 | <5% |
| VOTTO, MICHAEL, PATRICK | SPECIAL COUNSEL | 2015-01 | <5% |
| KNIGHTS OF COLUMBUS ASSET ADVISORS HOLDCO LLCentity | MEMBER | 2014-10 | 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) |
|---|---|---|---|
| MINOPOLI, ANTHONY, VINCENT | PRESIDENT AND CHIEF INVESTMENT OFFICER | 2024-05 | — not seen at a tracked firm |
| MARCHAND, GILLES, ALFRED | VICE PRESIDENT, PORTFOLIO MANAGER | 2024-05 | — not seen at a tracked firm |
| JORDAN, EDWARD, NEILL | VICE PRESIDENT, PORTFOLIO MANAGER | 2022-04 | — not seen at a tracked firm |
| WETTERGREEN, TERRY, ANNE | CHIEF COMPLIANCE OFFICER | 2019-03 | — not seen at a tracked firm |
| AMWEG, ROBERT, FREDERICK | CHIEF COMPLIANCE OFFICER | 2017-03 | — 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.
