CIK 1845950
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) |
|---|---|---|---|
| EXELBY, COLIN, BRITTON | MEMBER | 2020-12 | — not seen at a tracked firm |
| DIXON, ROY, GLEN | MEMBER · CHIEF COMPLIANCE OFFICER/MEMBER · CHIEF COMPLIANCE OFFICER/MANAGING MEMBER · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 2017-04 | — not seen at a tracked firm |
| RAJAEE, SHIEVA | CHIEF COMPLIANCE OFFICER/ MEMBER | 2017-04 | — not seen at a tracked firm |
| ARMSTRONG, JENNIFER, H (MI ONLY) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 2013-08 | — 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.
