CIK 1992785
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 |
|---|---|---|---|
| CLEMANS, GLEN, ALLEN | FOUNDING PARTNER / MANAGING EXECUTIVE | 2006-08 | 50–75% ·◆ |
| YEE, DAVENA, MARIE | FINANCIAL ADVISOR | 2018-10 | 10–25% |
| HUNT, SHANE, NEAL | FINANCIAL ADVISOR | 2025-07 | 5–10% |
| KEENER, SHANNON, NICOLE | TRADER | 2018-10 | 5–10% |
| MELLINGER, KELLY, FRANCES | SENIOR CLIENT SERVICES LIFE EVENTS SPECIALIST | 2018-10 | 5–10% |
| REINERT, DENISE, LOUISE | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | 2021-11 | 5–10% |
| STEINBRENNER, NOAH | FINANCIAL ADVISOR | 2025-07 | 5–10% |
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) |
|---|---|---|---|
| ORTEGA, TAMMI, JO | CHIEF COMPLIANCE OFFICER | 2023-04 | — not seen at a tracked firm |
| GRABENHORST, JAMIESON, LOGAN | MANAGING MEMBER/ PARTNER · PARTNER | 2018-06 | — not seen at a tracked firm |
| CLEVELAND, CASEY, EDWARD | CHIEF COMPLIANCE OFFICER/ PARTNER | 2018-06 | — 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.
