← 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(03/30/2023)
VERITABLE LP · 所有者与执行高管(CRD 130758)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/130758
Schedule A · 直接所有者(9 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| STOLPER, MICHAEL, AARON | 个人 | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER | 是 | A |
| BELEJ, DAVID, MICHAEL | 个人 | LIMITED PARTNER, CHIEF INVESTMENT OFFICER | — | NA |
| KEATES, CHARLES, PAXSON | 个人 | LIMITED PARTNER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — | NA |
| SCUTERI, JOHN, JOSEPH | 个人 | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER | — | NA |
| SQUAM ACQUISITION LP, LLC | 境内实体 | LIMITED PARTNER | 是 | E |
| SQUAM ACQUISITION GP, LLC | 境内实体 | GENERAL PARTNER | 是 | NA |
| KYRANAKIS, VANESSA, EDITH | 个人 | LIMITED PARTNER, CHIEF FINANCIAL OFFICER | — | NA |
| MCCALL, JAMES, DOUGLAS | 个人 | LIMITED PARTNER, SENIOR COMPLIANCE OFFICER | — | NA |
| MAHONEY, THOMAS, DENNIS | 个人 | LIMITED PARTNER, CHIEF RISK OFFICER | — | NA |
Schedule B · 执行高管(6 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| AMG WEALTH PARTNERS, LP | MANAGER AND SOLE MEMBER OF SQUAM ACQUISITION LP, LLC | 是 |
| AMG WEALTH PARTNERS, LP | MANAGER AND SOLE MEMBER OF SQUAM ACQUISITION GP, LLC | 是 |
| AFFILIATED MANAGERS GROUP, INC. | MANAGER AND MEMBER OF AMG WP LP HOLDINGS, LLC | 是 |
| AFFILIATED MANAGERS GROUP, INC. | SOLE SHAREHOLDER OF AMG WP GP HOLDINGS CORP. | 是 |
| AMG WP GP HOLDINGS CORP. | GENERAL PARTNER OF AMG WEALTH PARTNERS, LP | 是 |
| AMG WP LP HOLDINGS, LLC | LIMITED PARTNER OF AMG WEALTH PARTNERS, LP | 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。
