CIK 1820363
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.
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) |
|---|---|---|---|
| LEWIS, MICHAEL, JEFFREY | MEMBER | 2024-11 | — not seen at a tracked firm |
| GOLDSTEIN, KEVIN, BARTHOLOMEW | MEMBER | 2024-03 | — not seen at a tracked firm |
| SIEVERT, JULIE, AILEEN | CHIEF FINANCIAL OFFICER | 2022-09 | — not seen at a tracked firm |
| MACKNIGHT, ELISABETH, MARIE | CHIEF OPERATING OFFICER | 2022-04 | — not seen at a tracked firm |
| SHIMAMOTO, LEIGH, M | PRINCIPAL | 2019-03 | — not seen at a tracked firm |
| ARMSTRONG, JEREMY, NIEL |
| CHIEF COMPLIANCE OFFICER |
| 2016-11 |
| — not seen at a tracked firm |
| FAW, RICHARD, GORDON | CHIEF INVESTMENT OFFICER | 2016-11 | — not seen at a tracked firm |
| DOUGLAS, ALISSA, CARNOT | MANAGING MEMBER · MANAGING PARTNER | 2015-03 | — 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.
