← 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(09/26/2024)
TRUE NORTH ADVISORS, LLC · 所有者与执行高管(CRD 116048)
机构事实页:TRUE NORTH ADVISORS, LLC 事实页 → | 官方原文:IAPD firm-summary/116048
Schedule A · 直接所有者(7 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WOOD, SCOTT, ADAIR | 个人 | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER | 是 | C |
| GEHLBACH, MARK, HUNTER | 个人 | MANAGING MEMBER, PRESIDENT | 是 | B |
| DAVIS, PAULA, POND | 个人 | MD OF DALLAS | 是 | NA |
| SHARP, WILLIAM, MICHAEL | 个人 | CHIEF COMPLIANCE OFFICER AND MD OF FINANCE | 是 | NA |
| MANIKTALA, DHRUV | 个人 | CIO | 是 | NA |
| PATE, CHRISTOPHER, ELLIOTT | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| TRUE NORTH ADVISORS HOLDINGS, LLC | 境内实体 | MEMBER | 是 | E |
Schedule B · 执行高管(10 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| PROJECT DELTA ACQUISITION, LLC | MEMBER | 是 |
| WOOD, SCOTT, ADAIR | ELECTED MANAGER | 是 |
| ASPIRE HOLDINGS, LLC | MEMBER | 是 |
| HGGC FUND IV-A.L.P. | MEMBER | 是 |
| GEHLBACH, MARK, HUNTER | ELECTED MANAGER | 是 |
| PATE, CHRISTOPHER, ELLIOTT | ELECTED MANAGER | 是 |
| MANIKTALA, DHRUV | ELECTED MANAGER | 是 |
| COPELAND, JOHN, WILLIAM | ELECTED MANAGER | 是 |
| WOOD FAMILY TRUST | MEMBER | 是 |
| WOOD, SCOTT, ADAIR | 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。
