CIK 1767220
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q3. 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 |
|---|---|---|---|
| JONES, HENRY, MORGAN | MANAGING PARTNER | 2012-09 | <5% ·◆ |
| KARVIS, BARRETT, CHRISTOPHER | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 2016-12 | <5% ·◆ |
| MACKIE, ELIZABETH, GIORDANO | PARTNER | 2018-01 | <5% ·◆ |
| RAYLE, ALBERT, AMIS | PARTNER | 2007-02 | <5% ·◆ |
| SABO, DENNIS, J | PARTNER | 2018-01 | <5% ·◆ |
| SKEEAN, WILLIAM, C | PARTNER | 2012-09 | <5% ·◆ |
| FOCUS OPERATING, LLCentity | MEMBER (MANAGER) | 2018-08 | 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 (2024-Q4). 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) |
|---|---|---|---|
| Johnston, Mary, Catherine | CHIEF COMPLIANCE OFFICER | 2020-12 | Atlanta Consulting Group Advisors, LLC |
| CARNEY, MATTHEW, B | CHIEF COMPLIANCE OFFICER | 2019-03 | Ceredex Value Advisors LLC, Silvant Capital Management LLC, NFJ INVESTMENT GROUP, LLC |
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.
