← 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(11/07/2024)
BRECKINRIDGE CAPITAL ADVISORS INC · 所有者与执行高管(CRD 107143)
机构事实页:BRECKINRIDGE CAPITAL ADVISORS INC 事实页 → | 官方原文:IAPD firm-summary/107143
Schedule A · 直接所有者(14 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| NEWELL, PHILLIP, ADAMS | 个人 | DIRECTOR | — | NA |
| COFFIN, PETER, BRECKINRIDGE | 个人 | EXECUTIVE CHAIR/DIRECTOR | 是 | D |
| HODGMAN, MARTHA, FIELD | 个人 | DIRECTOR | — | NA |
| MEYERS, ANDREW, LEE | 个人 | DIRECTOR | — | NA |
| MCAULEY, HELEN, LEE | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| BEAL, GEORGE, PUTNAM | 个人 | DIRECTOR | — | NA |
| READ, CAMERON | 个人 | DIRECTOR | — | NA |
| GRECO, ANTHONY, PETER | 个人 | PRESIDENT/CHIEF OPERATING OFFICER/DIRECTOR | 是 | NA |
| STETSON, ANNE, NMN | 个人 | DIRECTOR/BENEFIT DIRECTOR | — | NA |
| GLENN, JEFFREY, MICHAEL | 个人 | CO-CHIEF INVESTMENT OFFICER/CO-HEAD OF PORTFOLIO MANAGEMENT | 是 | NA |
| RIBEIRO, DOMINICA, M | 个人 | CHIEF MARKETING AND DISTRIBUTION OFFICER/DIRECTOR | 是 | NA |
| BUSCONE, MATTHEW, CHRISTOPHER | 个人 | CO-CHIEF INVESTMENT OFFICER/CO-HEAD OF PORTFOLIO MANAGEMENT | 是 | NA |
| SOSA, OGNJEN | 个人 | CHIEF EXECUTIVE OFFICER/DIRECTOR | 是 | NA |
| SMELSER, BENJAMIN, MICHAEL | 个人 | CHIEF TECHNOLOGY OFFICER | 是 | NA |
Schedule B · 执行高管(0 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
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。
