CIK 1731031
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q2. 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.
Signed this manager's latest 13F (2023-Q3). 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) |
|---|---|---|---|
| SCHWARTZ, ARON, IRA | MANAGING PARTNER | 2024-05 | — not seen at a tracked firm |
| BHATIA, ANDRE | MANAGING MEMBER | 2023-06 | — not seen at a tracked firm |
| Lewis, Kwame, Akini | CFO · ACTING CFO | 2019-03 | — not seen at a tracked firm |
| JOHNSON, BARRY, EDWIN | CFO · CCO, CFO | 2016-05 | — 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.
