CIK 1752045
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) |
|---|---|---|---|
| MATHEWS, STEPHEN, CHARLES | CFO | 2021-04 | — not seen at a tracked firm |
| Barton, Curtis | CEO | 2021-04 | — not seen at a tracked firm |
| Rosandic, Anton | COO | 2021-04 | — not seen at a tracked firm |
| HELMS, PETER, WESTOVER | CO-MANAGING MEMBER | 2020-06 | — not seen at a tracked firm |
| MARSHALL-INMAN, BRAD & LEANNE, (JOINT TENANTS) | MEMBER(PASSIVE) | 2020-06 | — 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.
