CIK 1963732
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 |
|---|---|---|---|
| GRAY, ZACHARY, BLAKE | FOUNDER AND CEO | 2023-11 | 75%+ ·◆ |
| MIRANDA, HILDA | VP OF BUSINESS DEVELOPMENT | 2024-03 | <5% ·◆ |
| FUESEL, JERRY, SCOTT | DIRECTOR OF OPERATIONS | 2024-05 | <5% |
| GIGGEY, MATTHEW, MICHAEL | CHIEF COMPLIANCE OFFICER | 2025-12 | <5% |
| Gray, Jenna | VP, STRATEGY & GROWTH | 2023-11 | <5% |
| SAVARINO, JOHN, LEE | DIRECTOR OF ADVISORY SERVICES | 2024-03 | <5% |
| Walter, Jacqueline, Diane Rose | DIRECTOR OF MARKETING | 2025-01 | <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) |
|---|---|---|---|
| KELVIN, JEFFREY | CHIEF COMPLIANCE OFFICER | 2024-10 | Warwick Investment Management, Inc. |
| Pueschell, William, Michael | CHIEF CULTURE OFFICER | 2024-10 | — not seen at a tracked firm |
| Kring, Kenneth | DIRECTOR OF MARKETING | 2024-08 | — 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.
