CIK 1842667
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 |
|---|---|---|---|
| BLACKMORE, KIMBERLY, LYNN | FINANCIAL AND OPERATIONS PRINCIPAL, DIRECTOR | 2019-05 | <5% ·◆ |
| Reid, Craig, J | PRESIDENT, DIRECTOR | 2025-07 | <5% ·◆ |
| Weinstock, Judith, Ann | CHIEF COMPLIANCE OFFICER, CHIEF COUNSEL, AND DIRECTOR | 2025-07 | <5% ·◆ |
| MARSH & MCLENNAN AGENCY LLCentity | MANAGING MEMBER | 2019-04 | 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) |
|---|---|---|---|
| LIEBEZEIT, PAUL, GEORGE | PRESIDENT · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 2024-03 | — not seen at a tracked firm |
| TURTON, KEVIN, DUANE | CHIEF COMPLIANCE OFFICER | 2024-03 | — not seen at a tracked firm |
| NICKS, BRENT, PATRICK | ACTING CCO | 2023-03 | Allen Mooney & Barnes Investment Advisors LLC, Prairie Sky Financial Group LLC |
| LIEBOWITZ, MARIANE, ASHLEY | CHIEF COMPLIANCE OFFICER | 2022-03 | — not seen at a tracked firm |
| HAGENEY, JAMES, GERARD | MEMBER | 2019-03 | — not seen at a tracked firm |
| BRODERICK, KEVIN, JAMES | MEMBER | 2019-03 | — not seen at a tracked firm |
| BARTNICKI, JOSEPH, EUGENE | MEMBER | 2019-03 | — not seen at a tracked firm |
| REISINGER, PATRICK, STEWART | MEMBER | 2019-03 | — 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.
