CIK 1734565
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-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 |
|---|---|---|---|
| DOWNES, NATHANIEL, STEVEN | CHIEF COMPLIANCE OFFICER | 2022-09 | <5% ·◆ |
| GERST, CATHERINE, ANNE | TRUSTEE | 2017-11 | <5% ·◆ |
| SATZ, GREG, ROBERT | TRUSTEE | 2017-11 | <5% ·◆ |
| TASLITZ, ERIC, H. | TRUSTEE | 2017-11 | <5% ·◆ |
| GERST, DANIEL, COLTON | TRUSTEE | 2017-11 | <5% |
| JONES, RUTH, ANNE | TRUSTEE | 2017-11 | <5% |
| SATZ, HILARY, NMN | TRUSTEE | 2017-11 | <5% |
| JONES TASLITZ TRUSTentity | MEMBER |
| 2017-11 |
| 25–50% ·◆ |
| THE EVANS FAMILY TRUSTentity | MEMBER | 2017-11 | 25–50% ·◆ |
| THE GERST FAMILY TRUSTentity | MEMBER | 2017-11 | 25–50% ·◆ |
| THE SATZ 1993 TRUSTentity | MEMBER | 2017-11 | 25–50% ·◆ |
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 (2024-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) |
|---|---|---|---|
| EVANS, ELIZABETH, MARY | TRUSTEE | 2023-09 | — not seen at a tracked firm |
| EVANS, RUSSELL, DOUGLAS | TRUSTEE, MANAGER · TRUSTEE, MANAGER, AND CHIEF COMPLIANCE OFFICER | 2022-09 | — not seen at a tracked firm |
| BERNSTEIN, DANIEL, ADAM | CHIEF COMPLIANCE OFFICER | 2017-11 | — 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.
