← GODDARD, STEPHEN, MCCARTHYOwnerDIRECTOR, TRUSTEE OF ONE FAMILY TRUST, ownership code E, individual
Jan 5, 2012 to Mar 19, 2024factForm ADV
← GODDARD, STEPHEN, MCCARTHYOwnerFOUNDER, CHAIRMAN, CHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 5, 2012 to Mar 19, 2024factForm ADV
← MOODY, JONATHAN, TOwnerPRINCIPAL/PORTFOLIO MANAGER, ownership code NA, individual
Jan 5, 2012 to Mar 19, 2024factForm ADV
← OWEN, STEPHEN, CHARLESOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
May 5, 2020 to Mar 19, 2024factForm ADV
← WETZEL, ANDREW, JAMESOwnerCHIEF COMPLIANCE OFFICER, PRINCIPAL, ownership code NA, individual
Jan 5, 2012 to Mar 19, 2024factForm ADV
← CARLUCCI, MELISSA, AOwnerCHIEF OPERATING OFFICER, PRINCIPAL, ownership code NA, individual
Oct 19, 2015 to Mar 19, 2024factForm ADV
← MORGAN, MAE, HOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 20, 2020 to Mar 19, 2024factForm ADV
← TLC HOLDINGS, LLCOwnerMEMBER, ownership code D, domestic entity
May 15, 2012 to Mar 19, 2024factForm ADV