CIK 2017692
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 |
|---|---|---|---|
| WILDE, CHRISTOPHER, SMYTH | PRESIDENT, CFO, HEAD OF FAMILY OFFICE SERVICES | 2026-01 | 50–75% ·◆ |
| HORNBERGER, DAVID, DOWLING | CEO, CHIEF INVESTMENT OFFICER | 2026-01 | <5% ·◆ |
| Williams, Eileen, L | CCO/ OPERATIONS MANAGER | 1996-10 | <5% |
| 1810 VENTURES LLCentity | MEMBER | 2023-01 | 50–75% ·◆ |
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) |
|---|---|---|---|
| WILDE, STEPHEN, BRENT | PRESIDENT - DIRECTOR/CHIEF INVESTMENT OFFICER · PRESIDENT | 2024-09 | — not seen at a tracked firm |
| KELLY, DIANA, LYNNE | CCO | 2021-06 | — not seen at a tracked firm |
| Hoffstadt, David, Charles | RESEARCH ANALYST | 2020-06 | — not seen at a tracked firm |
| RICHARDSON, BRUCE, COLEMAN | EXECUTIVE VICE PRESIDENT, CCO | 2012-05 | — 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.
