← 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（03/27/2023）
MONROE VOS CONSULTING, INC. · 所有者与执行高管（CRD 107315）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/107315
Schedule A · 直接所有者（5 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CALLAHAN, TIMOTHY, ALSTON RUCKER | 个人 | EXECUTIVE VICE PRESIDENT | — | NA |
| MONROE, JAMISON | 个人 | CHAIRMAN/CEO/CFO | 是 | NA |
| VOS, TIMOTHY, JOHN | 个人 | CO-CHAIRMAN | 是 | NA |
| SWANSON, JULIE, LYNN | 个人 | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER/COO | 是 | NA |
| THE CAPFINANCIAL GROUP, LLC | 境内实体 | OWNER/MEMBER | 是 | E |
Schedule B · 执行高管（13 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| CAPFINANCIAL HOLDINGS, INC. | MEMBER | 是 |
| HALFTIME HOLDINGS LLC | VOTING AND NON-VOTING MEMBER | 是 |
| GTCR FUND XII/B LP | MEMBER | 是 |
| MILLER, JAMES, FIELDING | DIRECTOR | 是 |
| MILLER, JAMES, FIELDING | BOARD OF MANAGERS | 是 |
| SOLOMON, ROBERT, G | BOARD OF MANAGERS | — |
| SOLOMON, ROBERT, G | DIRECTOR | — |
| HOYLE, WILSON, SMITH | BOARD OF MANAGERS | 是 |
| GOLDSTEIN, BENJAMIN, STUART | BOARD OF MANAGERS | 是 |
| ROCHE, COLLIN, EDWARD | BOARD OF MANAGERS | — |
| SMITH, DASHA, MARIE | BOARD OF MANAGERS | — |
| Wilson, Mark, Sanford | BOARD OF MANAGERS | — |
| HOLLANDER, MICHAEL, S | BOARD OF MANAGERS | — |
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。
