CIK 2051705
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 |
|---|---|---|---|
| WEINBERGER, ALEXANDER, BRIAN | PRESIDENT, CHIEF COMPLIANCE OFFICER & TRUSTEE | 2017-08 | 75%+ ·◆ |
| Weinberger, Alison, Rachel | TRUSTEE | 2018-11 | 75%+ ·◆ |
| A. & A. WEINBERGER FAMILY REVOCABLE TRUSTentity | SHAREHOLDER | 2018-11 | 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) |
|---|
| VERMUT, LESLIE, FAYE | PRESIDENT · PRESIDENT, CHIEF COMPLIANCE OFFICER | 2021-03 | — not seen at a tracked firm |
| WEINBERGER, THOMAS, RAY | CHIEF FINANCIAL OFFICER · CHIEF INVESTMENT OFFICER, CHIEF FINANCIAL OFFICER, VICE PRESIDENT · CHIEF INVESTMENT OFFICER, CHIEF FINANCIALOFFICER, VICE PRESIDENT | 2021-03 | — 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.
