CIK 1809159
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q1. 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.
Signed this manager's latest 13F (2024-Q2). 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) |
|---|---|---|---|
| MOODY, BRENDAN, GILMARTIN | OWNER · EXECUTIVE VICE PRESIDENT | 2023-03 | WATERSHED PRIVATE WEALTH LLC |
| Ward, Bridget, Eileen | CHIEF COMPLIANCE OFFICER | 2021-11 | — not seen at a tracked firm |
| MITCHELL, MICHAEL, E | VICE PRESIDENT, DIRECTOR OF FINANCIAL PLANNING, CHIEF COMPLIANCE OFFICER · VICE PRESIDENT, DIRECTOR OF FINANCIAL PLANNING | 2021-01 | — not seen at a tracked firm |
| HOWARD, JASON, ADAM | OWNER · CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 2020-02 | — not seen at a tracked firm |
| JAMIESON, JONATHAN, WOODWORTH |
| DIRECTOR OF TRADING |
| 2020-02 |
| — not seen at a tracked firm |
| CHANDLER, BENJAMIN, CHASE | CO-CHIEF INVESTMENT OFFICER | 2018-03 | — 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.
