← 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(03/27/2024)
SAND HILL GLOBAL ADVISORS, LLC · 所有者与执行高管(CRD 111295)
机构事实页:SAND HILL GLOBAL ADVISORS, LLC 事实页 → | 官方原文:IAPD firm-summary/111295
Schedule A · 直接所有者(14 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ABADIE, JEFFREY, LOUIS | 个人 | SENIOR WEALTH MANAGER | — | A |
| DOMBKOWSKI, BRIAN, EUGENE | 个人 | CHIEF EXECUTIVE OFFICER | 是 | B |
| CRAUN, ANTHONY, DONALD | 个人 | CHIEF OPERATING OFFICER | 是 | A |
| CRAVEN, SARA, KATHLEEN | 个人 | CHIEF WEALTH MANAGER | 是 | A |
| PETERSON, STEPHEN, FORD | 个人 | SENIOR WEALTH MANAGER | — | A |
| VINGIELLO, BRENDA, ANN | 个人 | CHIEF INVESTMENT OFFICER | 是 | A |
| WILLIAMS, KIMBERLEIGH, ANNE | 个人 | SENIOR WEALTH MANAGER | — | A |
| HOFFMANN, JANET, LYNN | 个人 | SENIOR WEALTH MANAGER | — | A |
| STRAHS, MARK, FRANCIS | 个人 | SENIOR PORTFOLIO MANAGER | — | A |
| CURTS, CAROLINE, ALMA | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| SUN, KRISTIN, MICHELLE | 个人 | SENIOR WEALTH MANAGER | — | NA |
| CODY, ELIZABETH, RUFFALO | 个人 | SENIOR WEALTH MANAGER | — | NA |
| DEGROOT, MEGHAN, HUSK | 个人 | SENIOR PORTFOLIO MANAGER | — | NA |
| BRESLIN, MEGAN, S | 个人 | SENIOR WEALTH MANAGER | — | 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。
