← 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（12/26/2024）
BEACON POINTE ADVISORS, LLC · 所有者与执行高管（CRD 119290）
机构事实页：BEACON POINTE ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/119290
Schedule A · 直接所有者（8 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| EUSEY, SHANNON, ELIZABETH | 个人 | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 是 | NA |
| DOW, MICHAEL, GAFFNEY | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| BEACON POINTE ADVISORS HOLDINGS, LLC | 境内实体 | MEMBER | 是 | E |
| COOPER, MATTHEW, BAIRD | 个人 | PRESIDENT | 是 | NA |
| GRAY, JOHN, RAYMOND | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| STEVENS, COMMIE | 个人 | CHIEF PRACTICE OFFICER | 是 | NA |
| DIEPHOUSE, KARISA, JADE | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| Hathaway, Janet, Judith | 个人 | GENERAL COUNSEL | 是 | NA |
Schedule B · 执行高管（12 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| BEACON POINTE HARMONY, LLC | OWNER | 是 |
| KKR NORTH AMERICA XIII (POLYPHONY) BLOCKER PARENT, L.P. | OWNER | 是 |
| KKR NORTH AMERICA XIII (POLYPHONY) BLOCKER LLC | OWNER | 是 |
| KKR NORTH AMERICA FUND XIII (POLYPHONY) L.P. | OWNER | 是 |
| POLYPHONY TOPCO, LLC | OWNER | 是 |
| KKR POLYPHONY AGGREGATOR L.P. | OWNER | 是 |
| POLYPHONY HOLDCO, LLC | OWNER | 是 |
| POLYPHONY BUYER, LLC | OWNER | 是 |
| BEACON POINTE HARMONY, LLC | OWNER | 是 |
| KKR ASSOCIATES NORTH AMERICA XIII AIV L.P. | GENERAL PARTNER | 是 |
| KKR ASSOCIATES NORTH AMERICA XIII AIV L.P. | GENERAL PARTNER | 是 |
| KKR POLYPHONY AGGREGATOR GP LLC | GENERAL PARTNER | 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。
