CIK 928196
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.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-03-27). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-03-27. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| BELLISH, AARON, JEFFREY | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | 2012-09 | <5% ·◆ |
| HALLETT, SIMON | VICE CHAIRMAN AND LIMITED PARTNER | 1992-06 | <5% ·◆ |
| KARATZ, MAURA | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER, AND LIMITED PARTNER | 2022-01 | <5% ·◆ |
| ROLL, FERRILL, D | VICE PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER, AND LIMITED PARTNER | 1996-02 | <5% ·◆ |
| SAKAI, YOKO | VICE PRESIDENT, DIRECTOR OF RESEARCH, ANALYST, LIMITED PARTNER | 2023-07 | <5% ·◆ |
| VARS, RAYMOND, THEODORE | VICE PRESIDENT, DIRECTOR OF INVESTMENT COMMUNICATION, PORTFOLIO SPECIALIST, AND LIMITED PARTNER | 2025-02 | <5% ·◆ |
| Price, Lisa | GENERAL COUNSEL AND LIMITED PARTNER | 2026-01 | <5% |
| SIMOLDONI, ROBERT, NICHOLAS | CHIEF COMPLIANCE OFFICER | 2026-01 | <5% |
| TOGNERI, LISA, ANN | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, AND LIMITED PARTNER | 2021-07 | <5% |
| TRAMUTOLA, JARED, RICHARD | VICE PRESIDENT, CHIEF OPERATING OFFICER AND LIMITED PARTNER | 2023-01 | <5% |
| TITAN NJ LP HOLDINGS, LLCentity | OWNER AND LIMITED PARTNER | 2009-08 | 75%+ ·◆ |
| HL FEEDER L.P.entity | OWNER AND LIMITED PARTNER | 2020-12 | 10–25% ·◆ |
| TITAN NJ GP HOLDINGS, INC.entity | OWNER AND GENERAL PARTNER | 2009-08 | <5% ·◆ |
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) |
|---|---|---|---|
| LOEVNER, DAVID, RICHARD | CHAIRMAN AND LIMITED PARTNER · CHAIRMAN, CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER · CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER · PRESIDENT, CHIEF EXECUTIVE OFFICER, AND LIMITED PARTNER · PRESIDENT, CHIEF EXECUTIVE OFFICER | 2024-03 | — not seen at a tracked firm |
| SIMON, BRIAN, DAVID | VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER · VICE PRESIDENT, GENERAL COUNSEL AND LIMITED PARTNER · VICE PRESIDENT AND GENERAL COUNSEL · VICE PRESIDENT, GENERAL COUNSEL | 2024-03 | — not seen at a tracked firm |
| REITER, RICHARD, T | PRESIDENT AND LIMITED PARTNER · PRESIDENT, CHIEF OPERATING OFFICER AND LIMITED PARTNER · VICE PRESIDENT AND CHIEF OPERATING OFFICER · VICE PRESIDENT, CHIEF OPERATING OFFICER | 2023-03 | — not seen at a tracked firm |
| RENZULLI, LORI, MAGLIOCHETTI | VICE PRESIDENT, COUNSEL, CHIEF COMPLIANCE OFFICER, AND LIMITED PARTNER · VICE PRESIDENT, CHIEF COUNSEL, CHIEF COMPLIANCE OFFICER, AND LIMITED PARTNER · VICE PRESIDENT, CHIEF COUNSEL, AND CHIEF COMPLIANCE OFFICER · VICE PRESIDENT, CHIEF COUNSEL & CHIEF COMPLIANCE OFFICER · CHIEF COMPLIANCE OFFICER & CHIEF COUNSEL | 2021-03 | — not seen at a tracked firm |
| DULANI, PURAN | VICE PRESIDENT, CHIEF OF PORTFOLIO OPERATIONS | 2012-08 | — 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.
