← 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）
FUND EVALUATION GROUP, LLC · 所有者与执行高管（CRD 121658）
机构事实页：FUND EVALUATION GROUP, LLC 事实页 → | 官方原文：IAPD firm-summary/121658
Schedule A · 直接所有者（15 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BEAN, NOLAN, MICHAEL | 个人 | DIRECTOR, CHIEF INVESTMENT OFFICER & HEAD OF PORTFOLIO MANAGEMENT | 是 | NA |
| PRICE, GARY, RICHARD | 个人 | DIRECTOR & MANAGING DIRECTOR OF INSTITUTIONAL SERVICES | 是 | NA |
| STONECIPHER, MICHAEL, CURTIS | 个人 | DIRECTOR | 是 | NA |
| FASIG, SUSAN, ELIZABETH | 个人 | DIRECTOR & HEAD OF PRIVATE CAPITAL | 是 | NA |
| LABMEIER, JOHN, FRANCIS | 个人 | GENERAL COUNSEL & SECRETARY | 是 | NA |
| THOMAS, JULIE, TRONDLE | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| HERREMA, DONALD, JAMES | 个人 | INDEPENDENT DIRECTOR | 是 | NA |
| FUND EVALUATION GROUP 2017, INC. | 境内实体 | HOLDING COMPANY FOR FUND EVALUATION GROUP, LLC. | 是 | E |
| HOPKINS, STEPHEN, HENRY | 个人 | INDEPENDENT DIRECTOR | 是 | NA |
| JENNINGS, ROBERT, DANIEL | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| WOOD, REBECCA, SUE | 个人 | NON-EXECUTIVE CHAIR | 是 | NA |
| TREMOULIS, GIANNA, B. | 个人 | ASSISTANT SECRETARY | — | NA |
| KREBS, KURT | 个人 | CHIEF FINANCIAL OFFICER & TREASURER | 是 | NA |
| LENAHAN, JAMES, ALAN | 个人 | DIRECTOR, CHIEF EXECUTIVE OFFICER | 是 | NA |
| GOSLEE, WILLIAM, GEORGE | 个人 | DIRECTOR, PRESIDENT | 是 | NA |
Schedule B · 执行高管（2 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| ARGENT TRUST COMPANY | ARGENT IS THE TRUSTEE OF FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | 是 |
| FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | THIS TRUST OWNS 100% OF FUND EVALUATION GROUP 2017, INC. | 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。
