← 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（05/12/2020）
PRIVATE ADVISORS LLC · 所有者与执行高管（CRD 109247）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/109247
Schedule A · 直接所有者（25 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WINDINGRIDGE PARTNERS, INC. | 境内实体 | MEMBER | — | NA |
| MOELCHERT, LOUIS, WILLIAM | 个人 | CEO, MEMBER, ELECTED MANAGER & TRUSTEE OF LOUIS W. MOELCHERT, III GST TRUST | 是 | B |
| MOELCHERT, LOUIS, WILLIAM | 个人 | CHAIRMAN, CIO, MEMBER, ELECTED MANAGER, & PRESIDENT OF WINDINGRIDGE PARTNERS INC. | 是 | A |
| STRINGER, CHRISTOPHER, RYAN | 个人 | PRESIDENT, ELECTED MANAGER, MEMBER | 是 | NA |
| RABB, DOROTHY KEE, TILGHMAN | 个人 | MEMBER | — | NA |
| MACKAY, CHRISTOPHER, GEORGE | 个人 | MEMBER | — | NA |
| HONEY, CHARLES, HUBERT GATLING | 个人 | MEMBER | — | NA |
| CIAVERELLI, GREGORY, NMN | 个人 | MEMBER, CHIEF OPERATING OFFICER | — | NA |
| MILLIGAN, TODD, ALLAN | 个人 | MEMBER | — | NA |
| HUNG, YIE-HSIN, NMN | 个人 | ELECTED MANAGER, CHAIRMAN OF THE BOARD OF MANAGERS | 是 | NA |
| HAUBENSTRICKER, THOMAS, MARK | 个人 | ELECTED MANAGER | 是 | NA |
| BAIRD, LAURA, EILEEN | 个人 | MEMBER | — | NA |
| HARGRAVES, GORDON, SELLERS | 个人 | MEMBER | — | NA |
| HANRAHAN, CHRISTOPHER, MARK | 个人 | MEMBER | — | NA |
| SHIRLEY, BART, ALAN | 个人 | MEMBER | — | NA |
| HENDRY, THOMAS, ALEXANDER | 个人 | ELECTED MANAGER | 是 | NA |
| MARSHALL, DEVAN, JOSEPH | 个人 | MEMBER | — | NA |
| MCCARROLL, ZACHARY, CADE | 个人 | MEMBER | — | NA |
| RYAN, WILLIAM, JOHN | 个人 | MEMBER | — | NA |
| RUTHERFORD, KEVIN, STEWART | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| HENKIN, SCOTT, NELSON | 个人 | MEMBER | — | NA |
| LWM EQUITY PARTNERS, LLC | 境内实体 | MEMBER | — | B |
| CUYAHOGA CAPITAL PARTNERS, LLC | 境内实体 | MEMBER | — | NA |
| Taylor, Christopher, Wells | 个人 | ELECTED MANAGER | 是 | NA |
| NEW YORK LIFE INVESTMENTS ALTERNATIVES LLC | 境内实体 | MEMBER | 是 | D |
Schedule B · 执行高管（10 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| LAURA MILLER MOELCHERT GST TRUST | OWNER 33% | — |
| LOUIS W. MOELCHERT, III GST TRUST | OWNER 67% | — |
| NEW YORK LIFE INSURANCE COMPANY | OWNER 100% | 是 |
| MOELCHERT, CAROL, BARBIN | TRUSTEE | — |
| MOELCHERT, CAROL, BARBIN | TRUSTEE | — |
| MOELCHERT, LOUIS, WILLIAM | TRUSTEE | 是 |
| MOELCHERT, LOUIS, WILLIAM | OWNER 100% | 是 |
| SHIRLEY, BART, ALAN | OWNER | 是 |
| HANRAHAN, CHRISTOPHER, MARK | OWNER | 是 |
| NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC | OWNER 100% | 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。
