CIK 1842787
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 |
|---|---|---|---|
| SNYDER, SCOTT, ROGER | MEMBER, MANAGING PARTNER, CIO | 2003-02 | 75%+ ·◆ |
| PRESSLER, ERIC, CHRISTOPHER | MEMBER, PARTNER | 2003-08 | 25–50% ·◆ |
| GWINN, RYAN, STANLEY | CHIEF COMPLIANCE OFFICER | 2024-08 | <5% |
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) |
|---|---|---|---|
| CHAIRMAN AND CEO MEMBER AND MANAGING PARTNER |
| 2019-09 |
| — not seen at a tracked firm |
| CARNEY, BRIAN, JASON | MEMBER, PARTNER · EVP MEMBER AND PARTNER | 2013-12 | RIVERSEDGE ADVISORS, LLC |
| DENNEY, WILLIAM, FRANCIS | MEMBER, PARTNER · EVP MEMBER AND PARTNER | 2013-12 | — not seen at a tracked firm |
| HICKMAN, JENNIFER, MARIE | CHIEF COMPLIANCE OFFICER, DIRECTOR OF INVESTMENT OPERATIONS,MEMBER | 2012-03 | — 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.
