CIK 1811532
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-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.
Signed this manager's latest 13F (2024-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) |
|---|---|---|---|
| SWILDENS, JOHAN, DOUWE | TRUSTEE, FOUNDER & MANAGING DIRECTOR · TRUSTEE | 2024-03 | — not seen at a tracked firm |
| BURDEN, JUSTIN, GARDNER | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| REYNOLDS, RICHARD, ROLAND | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| SHARMA, LINDSAY, ELIZABETH | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| HINZ, AARON, CHRISTOPHER | CHIEF FINANCIAL OFFICER | 2024-03 |
| — not seen at a tracked firm |
| ROOSEVELT, JONATHAN | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| MALAYERY, AMIR, DAVID AGHAEE | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| SIMKHOVITCH, IRA, HSU | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| LEMIEUX, GEOFFREY, ROBERT | MANAGING DIRECTOR | 2024-03 | — not seen at a tracked firm |
| MAY, ROBERT, HUNTINGTON | CHIEF OPERATING OFFICER · MANAGING DIRECTOR AND CHIEF OPERATING OFFICER · MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER · CHIEF COMPLIANCE OFFICER | 2022-11 | — not seen at a tracked firm |
| HWANG, VICTOR, S | MANAGING DIRECTOR | 2019-10 | — not seen at a tracked firm |
| WALLACE, KENNETH, CARROLL | MANAGING DIRECTOR | 2019-10 | — not seen at a tracked firm |
| QUIST, WILLIAM, GEORGE | MANAGING DIRECTOR | 2015-03 | — not seen at a tracked firm |
| GRIDLEY, MICHAEL, SEAN | MANAGING DIRECTOR | 2012-09 | — 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.
