← 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（03/28/2024）
SAGE ADVISORY SERVICES LTD CO · 所有者与执行高管（CRD 106236）
机构事实页：SAGE ADVISORY SERVICES LTD CO 事实页 → | 官方原文：IAPD firm-summary/106236
Schedule A · 直接所有者（17 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| SMITH, ROBERT, G | 个人 | PRESIDENT AND CO-CHIEF INVESTMENT OFFICER | 是 | C |
| PECK, JR., ROBERT, CHARLES | 个人 | VICE PRESIDENT | — | B |
| KRASAN, SEAN, CONAN | 个人 | VICE PRESIDENT | — | A |
| URANO, THOMAS, HIDEO | 个人 | CO-CHIEF INVESTMENT OFFICER | 是 | B |
| WILLIAMS, ROBERT, DONALD | 个人 | EXECUTIVE COMMITTEE MEMBER | 是 | B |
| TIMLIN, JEFFERY, SCOTT | 个人 | VICE PRESIDENT | — | A |
| SLAIS, JOHN, ROBERT | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| WALTON, MICHAEL, DAVID | 个人 | EXECUTIVE COMMITTEE MEMBER | 是 | A |
| ULOTH, WADE, THOMAS | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| MOSER, ROBERT, WAYNE | 个人 | EXECUTIVE COMMITTEE MEMBER | 是 | NA |
| Silapachai, komson | 个人 | VICE PRESIDENT | — | NA |
| DEMAND, ANDREW, KEMETT | 个人 | VICE PRESIDENT | — | NA |
| HENRY, SETH, BARTLETT | 个人 | VICE PRESIDENT | — | NA |
| Hartman, ALLISON, CLAIRE | 个人 | VICE PRESIDENT | — | NA |
| FINLEY, LEONARD, DUSTIN | 个人 | VICE PRESIDENT | — | NA |
| Ladd, Richard, Cameron | 个人 | VICE PRESIDENT | — | NA |
| KUDU INVESTMENT US, LLC | 境内实体 | MEMBER CLASS A INTERESTS | — | C |
Schedule B · 执行高管（5 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| KUDU INVESTMENT HOLDINGS, LLC | MEMBER | 是 |
| WM REGENT, LTD | SHAREHOLDER | 是 |
| WM INTERNATIONAL HOLDINGS LTD | SHAREHOLDER | 是 |
| WM HINSON (BERMUDA), LTD | SHAREHOLDER | 是 |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | SHAREHOLDER | 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。
