← 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(03/28/2024)
DEPRINCE, RACE & ZOLLO, INC. · 所有者与执行高管(CRD 112099)
机构事实页:DEPRINCE, RACE & ZOLLO, INC. 事实页 → | 官方原文:IAPD firm-summary/112099
Schedule A · 直接所有者(18 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| RACE, JOHN, DUDLEY | 个人 | PRINCIPAL,CO-CEO, MGMT COMMITTEE MEMBER | 是 | NA |
| ZOLLO, JR., VICTOR, ANTHONY | 个人 | PRINCIPAL,PRESIDENT,CO-CEO, MGMT COMMITTEE MEMBER | 是 | NA |
| RAMSBY, GREGORY, TODD | 个人 | PRINCIPAL, MGMT COMMITTEE MEMBER | 是 | NA |
| CARBONE, KELLY, WEBER | 个人 | PRINCIPAL, MGMT COMMITTEE MEMBER | 是 | NA |
| THE JOHN D. RACE TRUST | 境内实体 | SHAREHOLDER | 是 | B |
| THE VICTOR A. ZOLLO, JR. REVOCABLE TRUST | 境内实体 | SHAREHOLDER | 是 | B |
| JOHNSTON, ANGELA, ANNE | 个人 | CFO, MGMT COMMITTEE MEMBER | 是 | NA |
| SANCHEZ, ADELBERT, ROBERTO | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| RADOVICH, HARRY, CHRISTOPHER | 个人 | CO-PORTFOLIO MANAGER | — | A |
| WEEMS, DARREN, CHRISTOPHER | 个人 | CO-PORTFOLIO MANAGER | — | NA |
| RENFROW, RANDY, ALLEN | 个人 | CO-PORTFOLIO MANAGER | — | A |
| GREGORY T. RAMSBY TRUST 1/14/99 | 境内实体 | SHAREHOLDER | 是 | B |
| KELLY W. CARBONE REVOCABLE TRUST 11/1/2005 | 境内实体 | SHAREHOLDER | 是 | B |
| MILLER, MARC, PHILLIP | 个人 | CO-PORTFOLIO MANAGER | — | NA |
| WOOD, JAMES, KURTIS | 个人 | DIRECTOR OF CLIENT SERVICE | — | NA |
| Amato, Damien | 个人 | SENIOR RESEARCH ANALYST | — | NA |
| Long, Brendan, Michael | 个人 | SENIOR RESEARCH ANALYST | — | NA |
| PANCRATZ, ZACHARY, JOSEPH | 个人 | CO-PORTFOLIO MANAGER | — | NA |
Schedule B · 执行高管(4 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| RACE, JOHN, DUDLEY | TRUSTEE | 是 |
| ZOLLO, JR., VICTOR, ANTHONY | TRUSTEE | 是 |
| RAMSBY, GREGORY, TODD | TRUSTEE | 是 |
| CARBONE, KELLY, WEBER | TRUSTEE | 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。
