CIK 1810512
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q2. 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 |
|---|---|---|---|
| SLEIGHT, CHRISTOPHER, BARRON | CEO / CCO | 2019-03 | <5% ·◆ |
| Heerlein, Christopher, Brent | OWNER | 2022-03 | 5–10% |
| BISON ADVISORSentity | MAJORITY OWNER | 2023-07 | 50–75% ·◆ |
| CS SLEIGHT INCentity | OWNER | 2018-02 | 25–50% ·◆ |
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 (2023-Q3). 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) |
|---|---|---|---|
| SORRENTINO, MICHAEL, THOMAS | SHAREHOLDER/MEMBER/CCO | 2018-11 | — not seen at a tracked firm |
| BARTOLOTTA, MICHAEL, SEBASTIAN | CCO | 2018-07 | — not seen at a tracked firm |
| MILLAR, DAVID, RUSSELL | CCO | 2018-02 | Nemes Rush Group LLC, Menard Financial Group LLC |
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.
