CIK 2008308
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 |
|---|---|---|---|
| KRIEG, BRANDON, ALEX | CHIEF EXECUTIVE OFFICER | 2024-10 | <5% ·◆ |
| RING, KATHERINE, DAILEY | CHIEF COMPLIANCE OFFICER | 2024-03 | <5% ·◆ |
| STASH FINANCIAL, INC.entity | OWNER AND MANAGING MEMBER | 2017-07 | 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) |
|---|
| LANDSMAN, LIZA, KIM | CHIEF EXECUTIVE OFFICER | 2024-03 | — not seen at a tracked firm |
| ROBINSON, EDWARD, RAYMOND | PRESIDENT · HEAD OF BUSINESS DEVELOPMENT AND SALES | 2023-12 | — not seen at a tracked firm |
| LOFTIN, BRIAN | CHIEF COMPLIANCE OFFICER | 2023-12 | — not seen at a tracked firm |
| LARES, ARIEL, GERARDO | CHIEF FINANCIAL OFFICER | 2023-08 | — not seen at a tracked firm |
| PESA, ADRIEN, THOMAS | CHIEF COMPLIANCE OFFICER | 2021-12 | — not seen at a tracked firm |
| Carter, Phillip, Gifford | CHIEF REVENUE OFFICER · CHIEF COMPLIANCE OFFICER, CHIEF REVENUE OFFICER | 2021-05 | — not seen at a tracked firm |
| RONICK, DAVID, LAWRENCE | SHAREHOLDER · CHIEF EXECUTIVE OFFICER | 2016-07 | — 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.
