← 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(12/17/2024)
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP · 所有者与执行高管(CRD 110069)
机构事实页:OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 事实页 → | 官方原文:IAPD firm-summary/110069
Schedule A · 直接所有者(10 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| OBERMEYER, WALTER, RAYMOND | 个人 | GENERAL PARTNER, CHAIRMAN AND CHIEF INVESTMENT OFFICER | 是 | NA |
| HENNEFELD, ROGER, DAVID | 个人 | LIMITED PARTNER AND VICE PRESIDENT | — | NA |
| PHILLIPS, ALEXANDRA, FLYNN | 个人 | LIMITED PARTNER AND PRESIDENT | 是 | B |
| WALTER R. OBERMEYER HOLDINGS, INC. | 境内实体 | MANAGING MEMBER | 是 | D |
| WOOD, GEORGE, TOD | 个人 | LIMITED PARTNER AND VICE PRESIDENT | — | NA |
| DINES, LEE, WORSHAM | 个人 | LIMITED PARTNER AND SVP EMERITUS | 是 | A |
| Rugg, Charlton, Alexander | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| NIGHTINGALE, DANA, LYN | 个人 | LIMITED PARTNER AND SENIOR VICE PRESIDENT | 是 | A |
| HIRSH, BRET, ROSENSWEIG | 个人 | LIMITED PARTNER AND VICE PRESIDENT | 是 | NA |
| SAVIN, ADAM, MAXWELL | 个人 | LIMITED PARTNER AND VICE PRESIDENT | 是 | NA |
Schedule B · 执行高管(1 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| OBERMEYER, WALTER, RAYMOND | PRINCIPAL | 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。
