CIK 1813784
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 |
|---|---|---|---|
| HABER, SPENCER, BROOKS | CHIEF EXECUTIVE OFFICER | 2004-05 | <5% ·◆ |
| PETRENKO, ALYSSA | CHIEF COMPLIANCE OFFICER | 2018-02 | <5% |
| RAO, ASHVIN, BOLLINENI | MANAGING DIRECTOR | 2014-01 | <5% |
| WARUM, AARON, Z | MANAGING DIRECTOR | 2021-06 | <5% |
| H/2 CREDIT MANAGER GP LLCentity | GENERAL PARTNER | 2004-05 | 75%+ ·◆ |
| H/2 SO CO-INVESTMENT MANAGER GP V LLCentity | GENERAL PARTNER | 2022-02 | 75%+ ·◆ |
| H/2 SO MANAGER GP II LLCentity | GENERAL PARTNER | 2009-10 | 75%+ |
| H/2 SO MANAGER GP III LLCentity | GENERAL PARTNER | 2014-10 | 75%+ ·◆ |
| H/2 SO MANAGER GP IV LLCentity | GENERAL PARTNER | 2016-09 | 75%+ ·◆ |
| H/2 SO MANAGER GP V LLCentity | GENERAL PARTNER | 2022-02 | 75%+ ·◆ |
| H/2 TRS II MANAGER GP LLCentity | GENERAL PARTNER | 2008-07 | 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) |
|---|---|---|---|
| NIEDERMAYER, THEODORE, EDWARD | CHIEF OPERATING OFFICER | 2013-05 | — not seen at a tracked firm |
| FILLER, GARRET, IMRE | CHIEF COMPLIANCE OFFICER | 2013-05 | — not seen at a tracked firm |
| STEFKO, WILLIAM, CHARLES | SENIOR COUNSEL · CHIEF COMPLIANCE OFFICER | 2012-12 | — 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.
