CHARLOTTE, NC
Total Insiders
15
Active leadership & owners
Board Directors
6
Governing body
Corporate Officers
6
Executive management
10%+ Owners
1
Major shareholders
Active Insiders
15
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
STEPSTONE GROUP LP 10% Owner | — | Since Jul 2023 | — |
LONG ROBERT W. DirectorOfficer | Prin. Exec. Officer | Since Jul 2023 | — |
MILLS HAROLD Director | — | Since Jul 2023 | — |
PRATHER TERRY WEST Director | — | Since May 2024 | — |
SCHMIDT TRACY G. Director | — | Since Jul 2023 | — |
SITTEMA THOMAS KENT Director | — | Since Dec 2025 | — |
STURZENEGGER RON D. Director | — | Since Jul 2023 | — |
ANCONA CHRISTOPHER Officer | Chief Compliance Officer | Since Jul 2023 | — |
CARUVANA DEAN ANTHONY Officer | Secretary and CCO | Since Sep 2023 | — |
FLEISCHER MATTHEW BENNETT Officer | Chief Compliance Officer | Since Sep 2026 | — |