← 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)
BAKER STREET ADVISORS, LLC · 所有者与执行高管(CRD 128066)
机构事实页:BAKER STREET ADVISORS, LLC 事实页 → | 官方原文:IAPD firm-summary/128066
Schedule A · 直接所有者(13 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| COLIN, JEFFREY, WAYNE | 个人 | MANAGING MEMBER | 是 | A |
| VANDENAKKER, MICHAEL | 个人 | PARTNER | 是 | NA |
| WILKENS, CHRISTOPHER, JOHN | 个人 | PARTNER | 是 | A |
| MILLIGAN, JAMES, EDWARD | 个人 | PARTNER | 是 | A |
| BONVECHIO, JENNIFER, LYNN | 个人 | PARTNER/CCO | 是 | NA |
| WATSON ACQUISITION, LLC | 境内实体 | MANAGER MEMBER | — | D |
| PELANT, HEATHER, LEIGH | 个人 | PARTNER | 是 | NA |
| UMPHREY, WENDY, ANNE | 个人 | PARTNER | 是 | NA |
| ELEGANT, ADAM, TREVOR | 个人 | PARTNER | 是 | NA |
| MURRAY, RYAN, EDWARD | 个人 | MANAGING DIRECTOR | 是 | NA |
| ROTH, ANNIE, ENDOZO | 个人 | MANAGING DIRECTOR | 是 | NA |
| Gannon, Alexander, Gosselin | 个人 | MANAGING DIRECTOR | 是 | NA |
| Bardini, Jeffrey, Michael | 个人 | MANAGING DIRECTOR | 是 | NA |
Schedule B · 执行高管(5 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| AMG WEALTH PARTNERS, LP | MEMBER | 是 |
| AMG WP LP HOLDINGS, LLC | LIMITED PARTNER | 是 |
| AMG WP GP HOLDINGS CORP. | GENERAL PARTNER | 是 |
| AFFILIATED MANAGERS GROUP, INC. | SERIES A MEMBER AND MANAGER | 是 |
| AFFILIATED MANAGERS GROUP, INC. | SOLE SHAREHOLDER | 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。
