← 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（12/19/2024）
WAVERLY ADVISORS, LLC · 所有者与执行高管（CRD 115332）
机构事实页：WAVERLY ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/115332
Schedule A · 直接所有者（9 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| RUSSELL, JUSTIN, THOMAS | 个人 | PRESIDENT/CHIEF EXECUTIVE OFFICER | 是 | NA |
| WAAM PARENT, LLC | 境内实体 | MANAGING MEMBER | 是 | E |
| LAZENBY, JAMES, ROBERT | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| COX, JOHN, BROWN | 个人 | CHIEF INVESTMENT OFFICER OF PUBLIC MARKETS | 是 | NA |
| SNELL, JUSTIN, HOWELL | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| MCDANIEL, WILLIAM, CLAY | 个人 | CHIEF INVESTMENT OFFICER OF PRIVATE MARKETS | 是 | NA |
| ECHOLS, HEATH, RYAN | 个人 | CHIEF TECHNOLOGY OFFICER | 是 | NA |
| GUNN, BRENT, JOSEPH | 个人 | CHIEF INFORMATION OFFICER | 是 | NA |
| SLEUWEN, MARKUS, RAMON FRANZ | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管（16 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| WAAM TOPCO, LLC | MANAGING MEMBER | 是 |
| PROJECT CHARLIE ACQUISITION, LLC | OWNER | 是 |
| ASPIRE HOLDINGS, LLC | OWNER | 是 |
| HGGC FUND IV-A, L.P. | OWNER | 是 |
| COPELAND, JOHN, WILLIAM | BOARD OF MANAGERS | 是 |
| COPELAND, JOHN, WILLIAM | BOARD OF MANAGERS | 是 |
| WHITE, NEIL, HARLEY | BOARD OF MANAGERS | 是 |
| WHITE, NEIL, HARLEY | BOARD OF MANAGERS | 是 |
| WHITE, NEIL, HARLEY | BOARD OF MANAGERS | 是 |
| ROESCH, MATTHEW, DAVID | BOARD OF MANAGERS | 是 |
| ROESCH, MATTHEW, DAVID | BOARD OF MANAGERS | 是 |
| YOUNG, JON, STEVEN | BOARD OF MANAGERS | 是 |
| LAWSON, RICHARD, FRANKLIN | BOARD OF MANAGERS | 是 |
| RUSSELL, JUSTIN, THOMAS | BOARD OF MANAGERS | 是 |
| BRESNAN, SEAN, PAUL | BOARD OF MANAGERS | 是 |
| GILL, RICHARD, PASCHALL | BOARD OF MANAGERS | 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。
