← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/31/2017）
OLD NORTH STATE TRUST, LLC · 所有者与执行高管（CRD 106155）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/106155
Schedule A · 直接所有者（13 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| DE ST AUBIN, DENIS, ROBERT | 个人 | MANAGING MEMBER/CEO OWNING PREFERRED AND COMMON UNITS OF ONST | 是 | C |
| DE ST AUBIN, OVIDE, EDWARD | 个人 | MEMBER OWNING PREFERRED AND COMMON UNITS OF ONST/TRUSTEE OF TRUST 2 | 是 | NA |
| DE ST AUBIN, OVIDE, TAM | 个人 | SECRETARY | 是 | NA |
| SPOHN, MICHAEL, TODD | 个人 | PRESIDENT/CHIEF FINANCIAL OFFICER | 是 | NA |
| POHATCONG INVESTORS INC | 境内实体 | MEMBER OWNING PREFERRED AND COMMON UNITS OF ONST | — | B |
| TRUST 2 - OVIDE E DE ST AUBIN, TRUSTEE U/W OVIDE DE ST AUBIN, JR, TRUST 2 | 境内实体 | MEMBER OWNING PREFERRED AND COMMON UNITS OF ONST | — | B |
| HOFFMAN, JR, DR. BYRON, JAY | 个人 | BOARD MEMBER | 是 | A |
| HEAD, ARNOLD, LIVINGSTON | 个人 | BOARD MEMBER | 是 | NA |
| STEPHENS, CLIFTON, GERALD | 个人 | BOARD MEMBER | 是 | NA |
| ROBINSON, RUSSELL, MARABLE | 个人 | BOARD MEMBER | 是 | NA |
| WHITE, STAN, MEADY | 个人 | BOARD MEMBER | — | NA |
| MARGARET BLANCHARD IRREVOCABLE TRUST | 境内实体 | MEMBER OWNING PREFERRED AND COMMON UNITS OF ONST | — | B |
| ABERNETHY, KRISTOPHER, SHEA | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
Schedule B · 执行高管（3 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| FARRAR, SYDNEY DODD, FRISSELL | BENEFICIARY | 是 |
| DE ST AUBIN, DENIS, R | BENEFICIARY | 是 |
| FARRAR, WILLIAM, WREN | BENEFICIARY | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
