CIK 1688931
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 |
|---|---|---|---|
| COGAN, STEVEN, ROBERT | MANAGING PRINCIPAL | 1999-10 | 10–25% ·◆ |
| BENALLY, WESLEY | PRINCIPAL | 2024-12 | <5% ·◆ |
| BITAKIS, CHRISTOPHER | PRINCIPAL | 2024-12 | <5% ·◆ |
| KARBERG, JAMES, ROBERT | CHIEF COMPLIANCE OFFICER | 2024-09 | <5% ·◆ |
| BUNDY, JESSICA, LYNN | PRINCIPAL | 2022-01 | 5–10% |
| FRIDLEY, JAMIE, SCOTT | PRINCIPAL | 2022-01 | 5–10% |
| FRIEND, TOM, LEE | PRINCIPAL | 2012-11 | 5–10% |
| Foltyn, Brian | PRINCIPAL |
| 2024-01 |
| 5–10% |
| GERLACH, ANTHONY, RICHARD | PRINCIPAL | 2021-01 | 5–10% |
| KAMAL, AKM, MUSTAFA | PRINCIPAL | 2018-01 | 5–10% |
| LARGAY, JEFFREY, OTTO | PRINCIPAL | 2023-01 | 5–10% |
| MONTOYA, JAMES, FRANCISCO | PRINCIPAL | 2008-01 | 5–10% |
| ORTIZ, JAMES, ARTHUR | PRINCIPAL | 2023-01 | 5–10% |
| TYHURST, CHRISTOPHER, WAYNE | PRINCIPAL | 2008-01 | 5–10% |
| WILLINGHAM, DEAN, NESTER | PRINCIPAL | 2018-01 | 5–10% |
| REDW LLCentity | PARENT COMPANY | 1999-10 | <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) |
|---|---|---|---|
| CHELIUS, MICHAEL, DAVID | PRINCIPAL | 2024-12 | — not seen at a tracked firm |
| PRINE, KERRY, NEIL | CHIEF OPERATING OFFICER | 2024-12 | — not seen at a tracked firm |
| HATCHER, DOUGLAS, MALCOLM | PRINCIPAL | 2024-12 | — not seen at a tracked firm |
| MADRID, PAUL, LUIS | PRINCIPAL · CHIEF COMPLIANCE OFFICER, PRINCIPAL | 2024-07 | Madrid Wealth Management, LLC |
| RODERICK, CHRISTINA, CHAVEZ | PRINCIPAL | 2023-08 | — not seen at a tracked firm |
| TRUJILLO, JAMES, D | PRINCIPAL | 2022-07 | — not seen at a tracked firm |
| Davis, Dennis | PRINCIPAL | 2022-07 | — not seen at a tracked firm |
| RIVERA, RON, JAMES | PRINCIPAL | 2021-11 | — not seen at a tracked firm |
| WILSON, CORRINE | PRINCIPAL | 2021-11 | — not seen at a tracked firm |
| ALLEN, MICHAEL, TIMOTHY | PRINCIPAL | 2020-10 | — not seen at a tracked firm |
| HARRIS, STEPHEN, T | PRINCIPAL | 2020-10 | — not seen at a tracked firm |
| FRIEFIELD, BARRY, R | PRINCIPAL | 2019-06 | — not seen at a tracked firm |
| ABALOS, SANDRA, ANN | PRINCIPAL | 2019-06 | — not seen at a tracked firm |
| STANLEY, VIRGINIA, M K | PRINCIPAL · CHIEF COMPLIANCE OFFICER, PRINCIPAL · CHIEF COMPLIANCE OFFICER, MANAGING PRINCIPAL | 2018-06 | — not seen at a tracked firm |
| WILCOX, LISA, GAE | PRINCIPAL · PRINCIPAL REDW BENEFITS | 2018-01 | — not seen at a tracked firm |
| COCHRAN, CAROL, MAYO | PRINCIPAL | 2018-01 | — not seen at a tracked firm |
| POST, GLEN, G | PRINCIPAL | 2014-09 | — not seen at a tracked firm |
| STREET, EDWARD, R | PRINCIPAL | 2014-01 | — not seen at a tracked firm |
| BLEAKMAN, BRUCE, EMIL | PRINCIPAL | 2014-01 | — not seen at a tracked firm |
| HERERRA, ERIC, MARK ANTHONY | PRINCIPAL | 2014-01 | — not seen at a tracked firm |
| DENNEDY, JAMES, H | PRINCIPAL REDW STANLEY | 2012-03 | — not seen at a tracked firm |
| DIAMOND, IRVIN, F | PRINCIPAL REDW STANLEY | 2012-03 | — not seen at a tracked firm |
| ZILER, RAY | PRINCIPAL | 2011-12 | — 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.
