Owners & officers · Form ADV Schedule A
| Name | Title (as filed) | Since | Ownership |
|---|
| LEDFORD, JOHN, EDWARD | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 2020-06 | <5% ·◆ |
| LEDFORD HOLDINGS, LLCentity | MEMBER | 2022-07 | 75%+ ·◆ |
| CAPITAL ROCK LLCentity | MEMBER | 2022-07 | 10–25% |
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.
Authorized signatory
Sarah DelaneyDirector of Compliance
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.
