CIK 1748271
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.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-02-04). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-02-04. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| Jones, Anderson, Egan | CHIEF EXECUTIVE OFFICER AND DIRECTOR | 2016-11 | 5–10% ·◆ |
| MCKENNA, PATRICK, ROYAL | EXECUTIVE CHAIRMAN AND DIRECTOR | 2016-11 | 5–10% ·◆ |
| HUFMAN, CHRISTOPHER, JOHN | CHIEF ADMIN OFFICER/CHIEF COMPLIANCE OFFICER | 2018-06 | <5% ·◆ |
| JOSHI, SHRUTI, SATISH | CHIEF OPERATING OFFICER, DIRECTOR | 2021-08 | <5% ·◆ |
| PATEL, DARSHAN, BHUPENDRA | CHIEF FINANCIAL OFFICER | 2024-03 | <5% ·◆ |
| ROAME, CHARLES, MICHAEL | DIRECTOR | 2018-08 | <5% ·◆ |
| SCHELL, TODD, MARSHALL | DIRECTOR | 2018-08 | <5% ·◆ |
| STEIN, JEFFREY, SCOTT | DIRECTOR | 2018-08 | <5% ·◆ |
| WEISS, BRENT, MITCHELL | CO-FOUNDER | 2016-11 | <5% ·◆ |
| DURABLE CAPITAL MASTER FUND LPentity | SHAREHOLDER | 2022-01 | 10–25% |
| WARBURG PINCUS FINANCIAL SECTOR, LPentity | SHAREHOLDER | 2018-08 | 10–25% |
| WARBURG PINCUS PRIVATE EQUITY XII, LPentity | SHAREHOLDER | 2018-08 | 10–25% |
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) |
|---|---|---|---|
| FAHRBACH, WILLIAM | CHIEF FINANCIAL OFFICER | 2024-01 | — not seen at a tracked firm |
| RAPUANO, LISA, ODELL | CHIEF FINANCIAL OFFICER · CFO | 2021-10 | — not seen at a tracked firm |
| Bass, Austen | VICE PRESIDENT | 2020-08 | — not seen at a tracked firm |
| Sevinc, Gorkem | CHIEF TECHNOLOGY OFFICER | 2020-08 | — 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.
