CIK 1922879
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 |
|---|---|---|---|
| KOCOVES, ALEXANDER, K | MEMBER/OWNER | 2009-10 | 75%+ ·◆ |
| ROLNITZKY, JUSTIN, BENJAMIN | DIRECTOR OF INTERNAL OPERATIONS | 2019-02 | <5% ·◆ |
| ROPP, STEFAN, CHARLES | PRINCIPAL | 2025-02 | <5% ·◆ |
| WOOLSON, DARREN, ANDREW | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | 2024-04 | <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) |
|---|---|---|---|
| MCEVILLY, MICHAEL, PATRICK | MEMBER/OWNER/CHIEF COMPLIANCE OFFICER · MEMBER/OWNER · VICE PRESIDENT OF BUSINESS DEVELOPMENT · VICE PRESIDENT OF OPERATIONS · VICE PRESIDENT OF OPERATIONS; CHIEF COMPLIANCE OFFICER (09/2015) | 2024-04 | — not seen at a tracked firm |
| LYON, HEATHER, LYNN | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | 2023-03 | — not seen at a tracked firm |
| PAUL, ALEX, SETH | DIRECTOR OF INVESTMENT COMMITTEE AND PORTFOLIO MANAGEMENT | 2023-03 | Farther Finance Advisors, LLC |
| DESANTOS, MATTHEW, LAWRENCE | PRESIDENT | 2023-03 | — not seen at a tracked firm |
| MARTIN, RICHARD, HUBBARD | SECRETARY & TREASURER | 2020-12 | — 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.
