CIK 1779453
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 |
|---|---|---|---|
| BOEDING, CHAD, LOUIS | CEO | 2018-04 | <5% ·◆ |
| CLARK, JED, A | CHIEF COMPLIANCE OFFICER | 2020-05 | <5% ·◆ |
| JACKSON, CHRISTOPHER, STEVEN | PARTNER | 2018-07 | <5% ·◆ |
| IEQ MIDCO II, LPentity | MANAGING MEMBER | 2024-09 | 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) |
|---|---|---|---|
| CONNORS, CHRISTINE, LEONG | PRESIDENT AND PARTNER | 2024-07 | — not seen at a tracked firm |
| Boyer, David | COO/CFO · CHIEF COMPLIANCE OFFICER | 2022-04 | — not seen at a tracked firm |
| FORSTER, JENNIFER, TRICKETT | PARTNER | 2022-04 | — 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.
