CIK 1803673
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 |
|---|---|---|---|
| LYONS, DARRYL, WALTER | CEO, MANAGING MEMBER | 2007-01 | 50–75% ·◆ |
| BROOKS, JANISE, MARGOT | PRESIDENT | 2016-07 | 10–25% |
| ELLIOTT, JUSTIN, PAUL | MEMBER | 2016-01 | 5–10% |
| WING, BRYAN, ANTHONY | MEMBER | 2023-01 | 5–10% |
| ALVAREZ, DAVID, K | MEMBER | 2023-01 | <5% |
| BRYANT, ALEJANDRA, RODRIGUEZ | MEMBER | 2025-01 | <5% |
| CERVANTES, MONICA, S. | MEMBER | 2025-01 | <5% |
| CLOUSTON, CHRISTY, DUKE | MEMBER | 2023-01 | <5% |
| FitzSimon, Jonathon, Michael |
| MEMBER |
| 2023-01 |
| <5% |
| GARCIA, CHARLES, RIENALDO | MEMBER | 2025-01 | <5% |
| SADZEWICZ, GERY, JOSEPH | CHIEF COMPLIANCE OFFICER | 2020-06 | <5% |
| SIMPSON, LAURA, LEIGH | MEMBER | 2023-01 | <5% |
| STUKKIE, ROGER, GLEN | MEMBER | 2023-01 | <5% |
| WALL, JENNIFER, HALEY | MEMBER | 2023-01 | <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) |
|---|---|---|---|
| SCHUETZE, JOSEPH, R. | COFOUNDER, MANAGING MEMBER · PRESIDENT, MANAGING MEMBER | 2024-11 | — not seen at a tracked firm |
| IRETA, ALEJANDRO, G | CHIEF COMPLIANCE OFFICER | 2020-06 | — 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.
