CIK 1851184
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q3. 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 |
|---|---|---|---|
| ELIOPOULOS, DIMITRI, PETER | CEO | 2020-02 | 5–10% ·◆ |
| DALTON, BETH, POWELL | CHIEF COMPLIANCE OFFICER | 2022-01 | <5% ·◆ |
| PACCIONE, MARK, NICHOLAS | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | 2019-06 | <5% ·◆ |
| CURI CAPITAL, LLCentity | MEMBER | 2019-06 | 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 (2024-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) |
|---|---|---|---|
| KEATING, KATHLEEN, ELIZABETH | CHIEF COMPLIANCE OFFICER | 2019-08 | VOLORIDGE INVESTMENT MANAGEMENT, LLC |
| ROBERTS, LEE, HARRISS | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER · MANAGING DIRECTOR | 2019-03 | — not seen at a tracked firm |
| MONGIA, MATTHEW, HIMAT | MANAGING DIRECTOR · MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER · CHIEF COMPLIANCE OFFICER | 2017-07 | — not seen at a tracked firm |
| CONNOR, GEREMY, EDWIN | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER | 2017-07 | — not seen at a tracked firm |
| DIAMOND, DANIEL, MICHAEL | CHIEF COMPLIANCE OFFICER | 2017-07 | — 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.
