← 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(04/03/2024)
KOLL BREN SCHREIBER REALTY ADVISORS, INC. · 所有者与执行高管(CRD 108568)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/108568
Schedule A · 直接所有者(13 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| SCHREIBER, JR., CHARLES, JAY | 个人 | PRESIDENT | 是 | C |
| UMIPIG, RACHEL, ESCOBAR | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| KATHLEEN R. KOLL, ROBERT L STELZL, AND O'MALLEY M MILLER, AS CO-TRUSTEES OF THE KOLL MARITAL DEDUCTION TRUST | 境内实体 | SHAREHOLDER | — | B |
| NONEXEMPT MARITAL TRUST CREATED UNDER THE PETER M. BREN 2017 TRUST | 境内实体 | SHAREHOLDER | 是 | C |
| WALDVOGEL, JEFFREY, KEITH | 个人 | CHIEF FINANCIAL OFFICER, SECRETARY & TREASURER | — | NA |
| DeLuca, Marc | 个人 | CHIEF EXECUTIVE OFFICER AND REGIONAL PRESIDENT, EASTERN REGION | — | NA |
| Cordoves, Giovanni | 个人 | REGIONAL PRESIDENT, WESTERN U.S. PORTFOLIO OPERATIONS | — | NA |
| ZAMUDIO, DAVID, MICHAEL | 个人 | EXECUTIVE VICE PRESIDENT, HUMAN RESOURCES | — | NA |
| STELZL, ROBERT, LOUIS | 个人 | TRUSTEE | — | NA |
| MILLER, O'MALLEY, MURRAY | 个人 | TRUSTEE | — | NA |
| KOLL, KATHLEEN, ROBINSON | 个人 | TRUSTEE | — | NA |
| SCHREIBER, JR., CHARLES, JAY | 个人 | ELECTED MANAGER FOR NONEXEMPT MARITAL TRUST CREATED UNDER THE PETER M. BREN 2017 TRUST | — | NA |
| BREN, RICHARD, PETER | 个人 | TRUSTEE OF THE NONEXEMPT MARITAL TRUST CREATED UNDER THE PETER BREN 2017 TRUST | — | 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。
