CIK 1805250
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 |
|---|---|---|---|
| MARNENI, VARUN, KALYAN | PRESIDENT / CEO/CHIEF COMPLIANCE OFFICER | 2025-02 | <5% ·◆ |
| CPC HOLDING CO, LLCentity | OWNER | 2025-10 | 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) |
|---|---|---|---|
| FLOOD, BLAKE, ANTHONY | SHAREHOLDER/SENIOR VICE PRESIDENT/ADVISOR · ADVISOR | 2024-10 | — not seen at a tracked firm |
| HINES, MICHAEL, LEE | PRESIDENT/FOUNDER · PRESIDENT/FOUNDER/CHIEF COMPLIANCE OFFICER · PRESIDENT/CHIEF COMPLIANCE OFFICER | 2024-10 | — not seen at a tracked firm |
| HINES, SHEILA, KAY | SHAREHOLDER/CUSTOMER SERVICES MANAGER · CUSTOMER SERVICE MANAGER | 2024-10 | — not seen at a tracked firm |
| GIPSON, ADELE, VERSIE | SHAREHOLDER/FINANCIAL ADVISOR · SHAREHOLDER | 2024-10 | — not seen at a tracked firm |
| HUNTER, DAVID, GRIFFIN | SHAREHOLDER/DIRECTOR OF RESEARCH & INVESTMENTS · SHAREHOLDER | 2024-10 | — not seen at a tracked firm |
| PHILLIPS, GREGORY, PAUL | CHIEF COMPLIANCE OFFICER | 2024-10 | — not seen at a tracked firm |
| BORDETT, ROBERT, DANIEL | SENIOR VICE PRESIDENT, SECRETARY · SECRETARY | 2021-04 | — not seen at a tracked firm |
| SHIMEK SILBER, ELIZABETH, ANNE | ADVISOR | 2021-04 | — not seen at a tracked firm |
| ALLISON, CASEY, THOMAS | INVESTMENT ANALYST | 2014-07 | — not seen at a tracked firm |
| BERKELHAMER, JACQUELINE, COLMAN | SHAREHOLDER | 2014-03 | — 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.
