CIK 1950118
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 |
|---|---|---|---|
| COTTON, TOBY, JAMES | LIMITED PARTNER | 2013-12 | 10–25% |
| GREGG, RANDALL, ALLEN | LIMITED PARTNER | 2015-12 | 10–25% |
| LAWLIS, JEFFRY, SHANNON | LIMITED PARTNER | 2011-01 | 10–25% |
| MAYFIELD, SCOTT, ALAN | LIMITED PARTNER | 2009-01 | 10–25% |
| REITER, MATTHEW, ALOIS | LIMITED PARTNER | 2010-01 | 10–25% |
| VALLANCE, JOHN, WESTLEY | LIMITED PARTNER | 2011-01 | 10–25% |
| MCEOWN, NATHEN, JAMES | LIMITED PARTNER | 2018-01 | 5–10% |
| BABB, JOHN, GRIFFIN | LIMITED PARTNER | 2022-01 | <5% |
| BYRD, THOMAS, EDWARD | LIMITED PARTNER | 2023-01 | <5% |
| Blok, Justin, Ray | LIMITED PARTNER | 2026-01 | <5% |
| CRANE, CLINTTON, DANIEL | LIMITED PARTNER | 2022-01 | <5% |
| Cereceres, Celina | LIMITED PARTNER | 2022-01 | <5% |
| D'MELLO, EMILIA, PIRGOVA | LIMITED PARTNER | 2020-01 | <5% |
| Fletcher, Brandi, Michelle | LIMITED PARTNER | 2024-01 | <5% |
| KARP, JON, PETER | LIMITED PARTNER | 2018-01 | <5% |
| LAVIS, JOSEPH | LIMITED PARTNER | 2025-01 | <5% |
| MCCLUNE, BRYAN, ROQUEMORE | LIMITED PARTNER | 2026-01 | <5% |
| MURPHY, BRETT | LIMITED PARTNER | 2026-01 | <5% |
| Roberts, Justin, Wayne | LIMITED PARTNER | 2024-01 | <5% |
| SCARBOROUGH, GARY, ALAN | LIMITED PARTNER | 2023-01 | <5% |
| SIERP, REBECCA, JANINE | CHIEF COMPLIANCE OFFICER | 2014-10 | <5% |
| STARR, BRIAN | LIMITED PARTNER | 2025-01 | <5% |
| WESTON, WILLIAM, CHARLES | LIMITED PARTNER | 2023-01 | <5% |
| WHITLEY PENN, L.L.P.entity | GENERAL PARTNER | 2006-01 | <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) |
|---|---|---|---|
| AUTREY, LARRY, GENE | LIMITED PARTNER | 2024-09 | — not seen at a tracked firm |
| JONES, CECIL, WAYNE | LIMITED PARTNER | 2024-09 | — not seen at a tracked firm |
| MILLER, SHANE, CHRISTOPHER | LIMITED PARTNER | 2024-09 | — not seen at a tracked firm |
| LOZANO, FELIX, JOSEPH | LIMITED PARTNER | 2023-09 | — not seen at a tracked firm |
| REIN, THOMAS, JEFFREY | MANAGING DIRECTOR/LIMITED PARTNER · LIMITED PARTNER/CHIEF COMPLIANCE OFFICER | 2022-10 | — not seen at a tracked firm |
| PENN, JAMES, CHARLES | LIMITED PARTNER | 2021-11 | — not seen at a tracked firm |
| TOPEL, MARK, ALLEN | LIMITED PARTNER | 2021-11 | — not seen at a tracked firm |
| BODWELL, MICHAEL, ROBERT | LIMITED PARTNER | 2021-01 | — not seen at a tracked firm |
| NEAL, DAVID, LOUIS | LIMITED PARTNER | 2016-03 | — not seen at a tracked firm |
| WHITE, JOHN, ALAN | LIMITED PARTNER | 2014-03 | — not seen at a tracked firm |
| SCHILLO, KEVIN, JAMES | CHIEF COMPLIANCE OFFICER | 2014-03 | — 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.
