CIK 2045792
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.
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) |
|---|---|---|---|
| CRITTENDEN, ERIC, RYAN | CO-CHIEF INVESTMENT OFFICER · CHIEF INVESTMENT OFFICER, PARTNER · RESEARCH DIRECTOR, CHIEF RISK OFFICER, PARTNER · RESEARCH DIRECTOR, CHIEF RISK OFFICER | 2018-08 | — not seen at a tracked firm |
| PENCE, JERRY, BENJAMIN | PRESIDENT AND CHIEF OPERATING OFFICER | 2017-09 | — not seen at a tracked firm |
| BOARDMAN, PAUL, BROCKWAY | VOTING MEMBER, PARTNER · BUSINESS DEVELOPMENT, PARTNER | 2015-03 | — not seen at a tracked firm |
| CAMBERLANGO, ANTHONY, CHRISTOPHER | MANAGING PARTNER | 2012-03 | — 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.
