CIK 1749333
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.
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) |
|---|---|---|---|
| PADULLI, LUCA, RINALDO | DIRECTOR · DIRECTOR/PRESIDENT | 2024-07 | — not seen at a tracked firm |
| SCHOPFER, MATTHEW, P | DIRECTOR | 2024-07 | — not seen at a tracked firm |
| Lee, Charles | CHIEF COMPLIANCE OFFICER | 2023-11 | — not seen at a tracked firm |
| WHITLEY, BRETT, CHARLES | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | 2023-05 | — not seen at a tracked firm |
| LEVY, CONRAD, ALEXANDER | CHIEF COMPLIANCE OFFICER/SOLE DIRECTOR | 2022-03 |
| — not seen at a tracked firm |
| JENNY, JACQUES | CHIEF COMPLIANCE OFFICER/CO-PORTFOLIO MANAGER/SOLE BOARD MEMBER · CHIEF COMPLIANCE OFFICER | 2018-03 | — not seen at a tracked firm |
| LIPPMAN, ADAM, DAVID | PORTFOLIO MANAGER | 2017-06 | — 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.
