← 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(03/18/2019)
PRUDENT MAN ADVISORS, INC. · 所有者与执行高管(CRD 110022)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/110022
Schedule A · 直接所有者(11 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ENGLISH, ROBERT, JOHN | 个人 | CHAIRMAN, DIRECTOR AND TRUSTEE OF THE ROBERT JOHN ENGLISH DECLARATION OF TRUST DATED 12/1/92 | 是 | NA |
| ENGLISH, MICHAEL, ROBERT | 个人 | DIRECTOR AND TRUSTEE OF THE MICHAEL ROBERT ENGLISH REVOCABLE TRUST DATED 2/14/2001 | 是 | D |
| ENGLISH, MARY, FELICE | 个人 | DIRECTOR AND TRUSTEE OF THE MARY FELICE ENGLISH DECLARATION OF TRUST DATED 12/1/92 | 是 | NA |
| ENGLISH, ELIZABETH, ANNE | 个人 | DIRECTOR AND TRUSTEE OF THE ELIZABETH A. ENGLISH TRUST AGREEMENT | 是 | C |
| RAGUS, LORI, ANN | 个人 | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 是 | NA |
| ROBERT JOHN ENGLISH DECLARATION OF TRUST DATED 12/1/92 | 境内实体 | SHAREHOLDER | 是 | NA |
| MARY FELICE ENGLISH DECLARATION OF TRUST DATED 12/1/92 | 境内实体 | SHAREHOLDER | 是 | NA |
| MICHAEL ROBERT ENGLISH REVOCABLE TRUST DATED 2/14/2001 | 境内实体 | SHAREHOLDER | 是 | D |
| DAVIS, JAMES, ONEILL | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| ELIZABETH A. ENGLISH TRUST AGREEMENT DATED JULY 10, 2009 | 境内实体 | SHAREHOLDER | 是 | C |
| MARTENS, JONATHAN, RAY | 个人 | FINANCIAL AND OPERATIONS PRINCIPAL | — | 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。
