CIK 1691804
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q3. 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 |
|---|---|---|---|
| HARRIS, DAVID, WAYNE | EQUITY PARTNER | 2012-08 | 10–25% ·◆ |
| HINSON, BRIAN, TROY | EQUITY PARTNER | 2015-04 | 10–25% ·◆ |
| IVEY, CHARLES, ZACHARY | EQUITY PARTNER | 2013-02 | 10–25% ·◆ |
| ZELL, DELYNN, MORING | CHIEF EXECUTIVE OFFICER/MANAGING PARTNER | 2012-08 | 10–25% ·◆ |
| GASTON, JERIS, BURNS | EQUITY PARTNER | 2019-01 | 5–10% ·◆ |
| SNEED, JENNIFER, WAGNER | EQUITY PARTNER | 2016-05 | 5–10% ·◆ |
| FITCH, JAMES, SAMUEL | EQUITY PARTNER | 2019-01 | <5% |
| HOCUTT, WILLIAM, O'NEAL | EQUITY PARTNER | 2019-01 | <5% ·◆ |
| MCCORMACK, JEFFREY, TODD | EQUITY PARTNER | 2013-02 | <5% ·◆ |
| MILLICAN, JONATHAN, ERIC | DIRECTOR OF PLANNING | 2017-01 | <5% ·◆ |
| SMITH, SARA, ARELLANO | CHIEF FINANCIAL OFFICER | 2017-11 | <5% ·◆ |
| STOUDEMIRE, TOMONICA, MICHELLE | CHIEF COMPLIANCE OFFICER | 2018-06 | <5% ·◆ |
| DEASON, EMBREE, DYKEMA | DIRECTOR OF OPERATIONS | 2020-01 | <5% |
| JEMISON, AMY, EARLY | CHIEF MARKETING OFFICER | 2023-03 | <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 (2023-Q4). 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) |
|---|---|---|---|
| WARE, HENRY, BARRET | EQUITY PARTNER · MANAGING MEMBER | 2023-01 | — not seen at a tracked firm |
| FOLKES, ASHLEY, WAYNE | DIRECTOR OF GROWTH STRATEGIES | 2023-01 | — not seen at a tracked firm |
| JOHNSON, ROBERT, WAYNE | EQUITY PARTNER | 2021-03 | — not seen at a tracked firm |
| ELLIS, JULIA, HARDIN | DIRECTOR OF MARKETING | 2019-04 | — not seen at a tracked firm |
| GOLDBERG, LAWRENCE, ALAN | MANAGING MEMBER | 2018-11 | — not seen at a tracked firm |
| BYRNE, DONNA, ANN | CHIEF COMPLIANCE OFFICER | 2018-03 | — not seen at a tracked firm |
| MICHAEL, KATHRYN, WARD | MANAGING MEMBER | 2017-03 | — not seen at a tracked firm |
| TUCKER, JACQUELINE, ARMFIELD | MANAGING MEMBER | 2016-03 | — not seen at a tracked firm |
| FUNCHES, STANLEY, TERRELL | CHIEF COMPLIANCE OFFICER | 2014-10 | — not seen at a tracked firm |
| MONK, LYNNE, A | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 2012-07 | — 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.
