CIK 1965756
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 2026-03-23). 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 2026-03-23. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| ALISON, DAVID, MATTHEW | PRESIDENT OF WEALTH MANAGEMENT / FOUNDING PARTNER | 2021-03 | <5% ·◆ |
| MACKEY, KALEM, Joseph | EXECUTIVE VICE PRESIDENT | 2024-01 | <5% ·◆ |
| MILOVANCEV, STANLEY, DONALD | CEO | 2025-04 | <5% ·◆ |
| RIPIENSKI, LUKE, W | CHIEF COMPLIANCE OFFICER | 2023-03 | <5% ·◆ |
| SMITH, JASON, L | CHIEF VISIONARY / EXECUTIVE CHAIRMAN & FOUNDER | 2020-02 | <5% ·◆ |
| Seitz, Matt, R | CHIEF MARKETING OFFICER | 2021-03 | <5% ·◆ |
| TERRA, JUAN, PABLO | CHIEF PEOPLE OFFICER | 2021-03 | <5% ·◆ |
| ASHER, RYAN, PATRICK | DIRECTOR OF INVESTMENT OPERATIONS | 2023-11 | <5% |
| PETEV, STOYAN, PETEV | SVP OF ADVANCED MARKETS | 2024-01 | <5% |
| C2P ENTERPRISES, LLCentity | SOLE MEMBER | 2018-08 | 75%+ ·◆ |
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) |
|---|---|---|---|
| WARNER, RYAN, J | CCO | 2022-08 | — not seen at a tracked firm |
| RELIEN, JENNIFER, RECHLITZ | GENERAL COUNSEL & CCO · CCO | 2022-05 | — not seen at a tracked firm |
| MEHTA, DIPEN, KISHORE | EXECUTIVE VICE PRESIDENT - OPERATIONS · VICE PRESIDENT- OPERATIONS | 2021-03 | — not seen at a tracked firm |
| PELFREY, CLINTON, SHANE | PRESIDENT AND CIO - INSTITUTIONAL SERVICES · MEMBER · MEMBER/CHIEF COMPLIANCE OFFICER | 2020-09 | — not seen at a tracked firm |
| KING, DOUGLAS, STEPHAN | PRESIDENT & CEO · PRESIDENT, CEO & CCO · PRESIDENT AND CEO | 2019-12 | — not seen at a tracked firm |
| MACKERT, JENNIFER, ANN | CHIEF ADMINISTRATIVE OFFICER · CHIEF PROJECT MANAGER | 2018-08 | — not seen at a tracked firm |
| KYLE, DENNIS, ROBERT | MEMBER · CHIEF LEARNING AND TECHNOLOGY OFFICER | 2018-07 | — not seen at a tracked firm |
| HARDIN, MATTHEW, STEPHEN | CHIEF COMPLIANCE OFFICER | 2017-06 | — 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.
