CIK 1755670
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| DEVLIN, CHRISTOPHER, JAMES | CHIEF INVESTMENT OFFICER, CEO | 2012-06 | 25–50% ·◆ |
| STANDEVEN, JOSHUA, RYAN | CHIEF COMPLIANCE OFFICER | 2013-02 | <5% ·◆ |
| Wigfield, Robert, Gregory | DIRECTOR OF OPERATIONS | 2025-08 | <5% ·◆ |
| MIDDLEBELT SWM LQ LLCentity | LIMITED PARTNER | 2018-11 | 50–75% ·◆ |
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) |
|---|---|---|---|
| TURNER, MATTHEW, LANE | PARTNER | 2023-05 | — not seen at a tracked firm |
| BUTZ, DAVID, THOMAS | CHIEF TECHNOLOGY OFFICER | 2022-09 | — not seen at a tracked firm |
| Schubert, Matthew, Lee | CEO | 2022-06 | — not seen at a tracked firm |
| DEVLIN, WILLIAM, JACKSON | MEMBER | 2021-10 | — not seen at a tracked firm |
| MROZ, STEVE, R. MI ONLY | MEMBER | 2021-10 | — not seen at a tracked firm |
| SMITH, WILLIAM, M. MI ONLY | MEMBER | 2021-10 | — not seen at a tracked firm |
| MATSON, KALEB, WILLIAM | MEMBER · INVESTMENT ADVISOR REPRESENTATIVE | 2021-10 | — not seen at a tracked firm |
| ECKENRODE, MARK, D. MI ONLY | MEMBER | 2017-03 | — 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.
