CIK 1706669
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 |
|---|---|---|---|
| Maerz, Carrie, Thelise | CHIEF COMPLIANCE OFFICER | 2023-02 | <5% ·◆ |
| SHAFER, JACOB, ANDERS | CHIEF FINANCIAL OFFICER | 2006-07 | <5% ·◆ |
| WOOLLEY, JOHN, SPRING | MANAGING DIRECTOR OF WEALTH MANAGEMENT & PRESIDENT | 2019-01 | <5% ·◆ |
| THE PARTNERS GROUP, LLCentity | OWNER | 2012-01 | 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) |
|---|---|---|---|
| SWEENEY, JOANNE | DIRECTOR OF WEALTH MANAGEMENT & CHIEF COMPLIANCE OFFICER · DIRECTOR OF WEALTH MANAGEMENT | 2022-03 | — not seen at a tracked firm |
| BARNHOUSE, DOREEN, GAY | VP OF OPERATIONS | 2019-03 | — not seen at a tracked firm |
| CRUICKSHANK, RODERICK, BYRON | CEO AND PRESIDENT | 2019-03 | — not seen at a tracked firm |
| ROTHENFLUCH, ANTHONY, ERIC | CHIEF COMPLIANCE OFFICER | 2018-06 | — not seen at a tracked firm |
| MCHALE, CARRIE, L. | CHIEF COMPLIANCE OFFICER | 2017-12 | — not seen at a tracked firm |
| HIGLEY, SHAWN, ORIN | PARTNER · MANAGING DIRECTOR | 2017-03 | — not seen at a tracked firm |
| ALTON, GARY, SCOTT | SHAREHOLDER | 2017-03 | — not seen at a tracked firm |
| OLSON, SHERYL, LYNN | SHAREHOLDER | 2017-03 | — not seen at a tracked firm |
| MINK, KRISTOPHER, CHARLES | SHAREHOLDER | 2017-03 | — not seen at a tracked firm |
| POND, NICOLE, MARIE | SHAREHOLDER | 2017-03 | — not seen at a tracked firm |
| GATES, JEFF, LEE | SHAREHOLDER | 2016-02 | — not seen at a tracked firm |
| VANALLEN, DOUGLAS, KENT | SHAREHOLDER | 2016-02 | — 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.
