← 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（10/18/2022）
ORION PORTFOLIO SOLUTIONS, LLC · 所有者与执行高管（CRD 125446）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/125446
Schedule A · 直接所有者（8 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ORION ADVISOR SOLUTIONS, INC. | 境内实体 | SOLE MEMBER | 是 | E |
| FORKER, MICHAEL, WILFORD | 个人 | CHIEF OF STAFF OF OPERATIONS | 是 | NA |
| BEACH, RYAN, BRUCE | 个人 | CHIEF OF STAFF | 是 | NA |
| APPLEGARTH, MARK, DANIEL | 个人 | CHIEF FINANCIAL OFFICER / TREASURER | 是 | NA |
| BEACH, KYLEE, MARIE | 个人 | GENERAL COUNSEL/SECRETARY | 是 | NA |
| FERKO, BRIAN, MICHAEL | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| CLARKE, ERIC, REESE | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| LAMBERT, RANDY, THOMAS | 个人 | CHIEF OPERATIONS OFFICER | 是 | NA |
Schedule B · 执行高管（18 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| GT POLARIS MIDCO, INC. | MEMBERS OWNING 100% | 是 |
| CLARKE, ERIC, REESE | ELECTED MANAGER | 是 |
| BURNS, MICHAEL, ROY | ELECTED MANAGER | 是 |
| CROCKETT, TODD, RICHARD | ELECTED MANAGER | 是 |
| GT POLARIS HOLDINGS, INC. | MEMBERS OWNING 100% | 是 |
| GT POLARIS HOLDINGS, L.P. | SHAREHOLDER | 是 |
| RAMAKRISHNAN, SIDDHARTH | ELECTED MANAGER | 是 |
| SALEWSKI, ANTHONY, JON | ELECTED MANAGER | 是 |
| BEAMAN, NOREEN, DARCY | ELECTED MANAGER | 是 |
| GT POLARIS GP, LLC | GENERAL PARTNER | 是 |
| TA ASSOCIATES CAYMAN, LTD | 50% MEMBER | 是 |
| GENSTAR CAPITAL IX, L.P. | GENERAL PARTNER | 是 |
| GENSTAR CAPITAL PARTNERS IX, L.P. | 50% MEMBER | 是 |
| GENSTAR IX GP LLC | GENERAL PARTNER | 是 |
| HARDWICK, LORI, TOPE | ELECTED MANAGER | 是 |
| Baum, Jonathan, Russell | ELECTED MANAGER | 是 |
| MCLAUGHLIN, BRIAN, THOMAS | ELECTED MANAGER | 是 |
| GOLDMAN, CHARLES, GEORGE | ELECTED MANAGER | 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。
