CIK 1764059
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 |
|---|---|---|---|
| DOMINGUEZ, CARLOS, ALBERTO | PRESIDENT, CHIEF INVESTMENT OFFICER, AND MANAGER | 2016-03 | 25–50% ·◆ |
| GOLDSTEIN, NANCY, BETH | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 2026-03 | <5% ·◆ |
| SAVIR, DAVID, NMN | CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER, AND MANAGER | 2016-03 | <5% ·◆ |
| Martin, Kristopher, Kyle | PARTNER | 2026-04 | <5% |
| SAVIR CAPITAL HOLDINGS, LLCentity | MEMBER | 2026-04 | 25–50% ·◆ |
| MARTIN FAMILY INVESTMENTS, LLCentity | MEMBER | 2026-04 | <5% |
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) |
|---|---|---|---|
| MENDELSOHN, ASHLEY, MORRIS | CHIEF COMPLIANCE OFFICER | 2024-10 | — not seen at a tracked firm |
| FAJARDO, DIONNE, CELESTE | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | 2022-12 | — not seen at a tracked firm |
| WRUBLE, HEATH | CHIEF COMPLIANCE OFFICER | 2019-03 | — not seen at a tracked firm |
| DE LUIS, MARY, PAZ | CHIEF OPERATING OFFICER | 2018-03 | — not seen at a tracked firm |
| EL GAMMAL-ORTIZ, TAREK, GLENN | EXECUTIVE VICE PRESIDENT, HEAD OF RESEARCH · EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | 2016-07 | — not seen at a tracked firm |
| BERNSTEIN, DANIEL, ADAM | CHIEF COMPLIANCE OFFICER | 2016-01 | — 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.
