CIK 1803519
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.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-06-29). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-06-29. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| GREENWALD, KEITH, M | MANAGING DIRECTOR | 2014-04 | <5% ·◆ |
| HOLT, COURTNEY, LYNNE | CHIEF COMPLIANCE OFFICER | 2026-01 | <5% |
| MARELL, NOAH, BENJAMIN | COO | 2025-03 | <5% |
| APRIO CAPITAL PARTNERS, LLCentity | MANAGING MEMBER | 2011-09 | 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 (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) |
|---|---|---|---|
| POWELL, DEBORAH, A | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS · CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | 2019-11 | — not seen at a tracked firm |
| WELDEN, MATTHEW, HOLLAND | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | 2014-10 | — not seen at a tracked firm |
| TRENHOLM, DIANNE, LYNN | CHIEF COMPLIANCE OFFICER | 2014-04 | — not seen at a tracked firm |
| KOPELMAN, RICHARD | MANAGING DIRECTOR | 2014-03 | — not seen at a tracked firm |
| STANTON, DOROTHY | CHIEF COMPLIANCE OFFICER | 2014-03 | — not seen at a tracked firm |
| TARABOULOS, LAUREN, BODE | CHIEF COMPLIANCE OFFICER | 2013-06 | — not seen at a tracked firm |
| SIMMS, JOSEPH, DANIEL | EXECUTIVE DIRECTOR | 2013-03 | — not seen at a tracked firm |
| SCOTT, JANA, SCHELL | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | 2012-03 | — not seen at a tracked firm |
| BHANDARI, NIRAJ, NICHOLAS | SHAREHOLDER | 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.
