← 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(04/01/2024)
ASSET PRESERVATION ADVISORS, LLC · 所有者与执行高管(CRD 106741)
机构事实页:ASSET PRESERVATION ADVISORS, LLC 事实页 → | 官方原文:IAPD firm-summary/106741
Schedule A · 直接所有者(8 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WOODS, KENNETH, RAY | 个人 | CHAIRMAN / PARTNER | 是 | NA |
| DOTY, CHARLES, RAY | 个人 | CO-CHIEF EXECUTIVE OFFICER / PARTNER | 是 | NA |
| WOODS, KEVIN, BURRESS | 个人 | CO-CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER / PARTNER | 是 | NA |
| APA FIXED INCOME ADVISORS, LLC | 境内实体 | OWNER | 是 | D |
| IM SQUARE HOLDINGS 8 LLC | 境内实体 | OWNER | 是 | C |
| HODGMAN, PATRICIA, HUSTED | 个人 | PRESIDENT / PARTNER | 是 | NA |
| WILLIAMS, WESLEY, S | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| HART, TARA, ANN | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管(4 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| DOTY, CHARLES, RAY | MANAGING MEMBER | 是 |
| WOODS, KEVIN, BURRESS | MANAGING MEMBER | 是 |
| IM SQUARE PARTNERS HOLDING | MANAGING MEMBER | 是 |
| IM SQUARE SAS | OWNER | 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。
