CIK 1791621
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 |
|---|---|---|---|
| HALE, DAVID, BIRDSALL | MEMBER, BOARD OF MANAGERS | 2013-08 | <5% ·◆ |
| HALLOCK, KEVIN, FREDERICK | MEMBER, BOARD OF MANAGERS | 2021-08 | <5% ·◆ |
| HORN-WELCH, KAREN, ELIZABETH | CHIEF INVESTMENT OFFICER | 2025-07 | <5% ·◆ |
| HUMPHREVILLE, SUSAN, MOOMAW | MEMBER, BOARD OF MANAGERS | 2022-09 | <5% ·◆ |
| KNEELEY, STEPHEN, JOSEPH | MEMBER, BOARD OF MANAGERS | 2023-03 | <5% ·◆ |
| LEDSINGER, JR., CHARLES, ALBERT | MEMBER, BOARD OF MANAGERS | 2010-09 | <5% ·◆ |
| MCLEAN, WILLIAM | PRESIDENT |
| 2025-07 |
| <5% ·◆ |
| MOELCHERT, LOUIS, WILLIAM | MEMBER, BOARD OF MANAGERS | 2021-07 | <5% ·◆ |
| MOORE, JONATHAN, HUNTER | CHIEF COMPLIANCE OFFICER / CHIEF ADMINISTRATIVE OFFICER | 2018-08 | <5% ·◆ |
| QUEALLY, PAUL, BRIAN | MEMBER, BOARD OF MANAGERS | 2007-11 | <5% ·◆ |
| RIGSBY, ROBERT, EDWARD | MEMBER, BOARD OF MANAGERS | 2024-07 | <5% ·◆ |
| ROWLAND, PATRICIA, LITTLE | MEMBER, BOARD OF MANAGERS | 2012-03 | <5% ·◆ |
| UNIVERSITY OF RICHMONDentity | MANAGING MEMBER | 2007-11 | 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) |
|---|---|---|---|
| CRUTCHER, RONALD, ANDREW | MEMBER, BOARD OF MANAGERS | 2024-09 | — not seen at a tracked firm |
| MCDADE III, HERBERT, H. | MEMBER, BOARD OF MANAGERS | 2022-09 | — not seen at a tracked firm |
| BLANDFORD, ROBIN, JOSEPH | CHIEF EXECUTIVE OFFICER · PRESIDENT / CHIEF INVESTMENT OFFICER · DIRECTOR OF INVESTMENTS | 2021-09 | — not seen at a tracked firm |
| HENDERSON, STEVEN, COLES | DIRECTOR OF INVESTMENTS | 2021-09 | Heritage Wealth Advisors |
| SANDRIDGE, LEONARD, WALTER | MEMBER, BOARD OF MANAGERS | 2018-09 | — not seen at a tracked firm |
| DICKERSON, MEGAN, ELIZABETH | CHIEF COMPLIANCE OFFICER | 2018-07 | — not seen at a tracked firm |
| COSTELLO, PAUL, FRANCIS | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER · CHIEF OPERATING OFFICER | 2017-09 | — not seen at a tracked firm |
| AYERS, EDWARD, LYNN | MEMBER, BOARD OF MANAGERS | 2014-09 | — not seen at a tracked firm |
| SADID, HOSSEIN, FARAJI | MEMBER, BOARD OF MANAGERS | 2013-04 | — not seen at a tracked firm |
| D'AMOUR, CHRISTINE, MARIE | CHIEF OPERATING OFFICER | 2013-03 | — not seen at a tracked firm |
| TULEYA, ROBERT, LAWSON | CHIEF COMPLIANCE OFFICER | 2013-01 | — not seen at a tracked firm |
| PULAVARTI, SRINIVAS, BHASKAR | PRESIDENT/CHIEF INVESTMENT OFFICER | 2012-04 | — not seen at a tracked firm |
| WELLDE, GEORGE, WILLIAM | MEMBER, BOARD OF MANAGERS | 2012-01 | — 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.
