CIK 1831132
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 |
|---|---|---|---|
| ARMSTRONG, CRAIG, CHRISTIAN | INVESTMENT DIRECTOR | 2007-03 | <5% ·◆ |
| BENNETT, ADAM, EDWARD SPENCER | CHIEF COMPLIANCE OFFICER | 2009-04 | <5% ·◆ |
| FADLUN, DANIEL | INVESTMENT DIRECTOR | 2013-11 | <5% ·◆ |
| ROTHSCHILD, NATHANIEL, CHARLES JACOB | CHAIRMAN | 1999-11 | <5% ·◆ |
| TABBOUCHE, RON, YEDIDIA | INVESTMENT DIRECTOR | 2013-07 | <5% ·◆ |
| FERRAR, LESLIE, JANE | DIRECTOR | 2013-01 | <5% |
| GOODLAD, MAGNUS, JAMES | DIRECTOR | 2014-11 | <5% |
| KESTENBAUM, JONATHAN, ANDREW |
| DIRECTOR |
| 2013-01 |
| <5% |
| RAEBURN, DENIS, GRAHAM | DEPUTY CHAIRMAN | 2013-09 | <5% |
| ROTHSCHILD, HANNAH, MARY | DIRECTOR | 2013-01 | <5% |
| FONDATION BERMAentity | SHAREHOLDER | 2013-05 | 75%+ ·◆ |
| THE ROTHSCHILD FOUNDATIONentity | SHAREHOLDER | 2013-05 | 10–25% ·◆ |
| ROTHSCHILD FOUNDATION (HANADIV) EUROPEentity | SHAREHOLDER | 2013-05 | 5–10% |
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) |
|---|---|---|---|
| MURAIDEKH, ELI, SEAN | INVESTMENT DIRECTOR | 2014-03 | — 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.
