CIK 1965334
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.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-06-04). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-06-04. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| MORAN, THOMAS, MICHAEL | MANAGING MEMBER AND GRANTOR OF THOMAS M. MORAN REVOCABLE TRUST | 2021-11 | 25–50% ·◆ |
| O'KEEFFE, KYLEN, SHEA | MEMBER AND TRUSTEE OF SANDRA O. MORAN 2020 DESCENDANTS TRUST | 2022-02 | <5% ·◆ |
| DRURY, DONALD, EDWARD | MEMBER | 2021-11 | <5% |
| MORAN, PATRICK, KEENAN | MEMBER AND TRUSTEE OF THOMAS M. MORAN 2015 IRREVOCABLE INSURANCE TRUST | 2021-11 | <5% |
| O'LEARY, TIMOTHY, ANDREW | CHIEF COMPLIANCE OFFICER | 2025-02 | <5% |
| SANDRA O. MORAN 2020 DESCENDANTS TRUSTentity | TRUST | 2021-11 | 25–50% ·◆ |
| THOMAS M. MORAN REVOCABLE TRUSTentity | TRUST | 2004-08 | 25–50% ·◆ |
| THOMAS M. MORAN 2015 IRREVOCABLE INSURANCE TRUSTentity | TRUST | 2021-11 | 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.
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) |
|---|---|---|---|
| BUBOLTZ, ASHLEY, NICOLE | CHIEF COMPLIANCE OFFICER AND MEMBER · MEMBER | 2024-09 | — not seen at a tracked firm |
| GRANT, COREY | MEMBER | 2022-12 | — not seen at a tracked firm |
| FRANK, RYAN, ELIZABETH | MEMBER | 2022-12 | — not seen at a tracked firm |
| CHESEBROUGH, CHARLES, EDWARD | MEMBER | 2022-12 | — not seen at a tracked firm |
| MONGIN, MICHAEL, JOHN | MEMBER | 2022-12 | — not seen at a tracked firm |
| SHAW, CHRISTINA | MEMBER | 2022-12 | — not seen at a tracked firm |
| BARAKETT, DAWN, LOUISE | MEMBER | 2022-12 | — not seen at a tracked firm |
| NURSE, ANGELETT | MEMBER | 2022-12 | — not seen at a tracked firm |
| SISTRUNK, EARL, LOWRY | MEMBER | 2022-12 | — not seen at a tracked firm |
| GANEY, CHELSEA, RAE | MEMBER | 2022-12 | — 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.
