← 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(11/26/2024)
THE PROSPERITY CONSULTING GROUP, LLC · 所有者与执行高管(CRD 133777)
机构事实页:THE PROSPERITY CONSULTING GROUP, LLC 事实页 → | 官方原文:IAPD firm-summary/133777
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| GESTL, DONNA, CAROL | 个人 | CCO | 是 | NA |
| EAG WEALTH MANAGEMENT STRATEGIES, LLC | 境内实体 | MEMBER | 是 | E |
| HOFFMAN, DONALD, NATHAN | 个人 | REGIONAL PRESIDENT | 是 | NA |
| Martin, Michele, L | 个人 | PRESIDENT | 是 | NA |
| Wingenbach, Cassity, Nicole | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| PROSPERITY C CORP | 境内实体 | MEMBER | 是 | B |
Schedule B · 执行高管(10 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| EAG HOLDINGS L.P. | SHAREHOLDER | 是 |
| EISNER ADVISORY GROUP, LLC | MEMBER | 是 |
| EAG INC. | SHAREHOLDER | 是 |
| TI V EAG INVESTMENT AGGREGATOR, L.P. | SHAREHOLDER | 是 |
| EISNER ADVISORY HOLDCO LLC | SHAREHOLDER | 是 |
| EAG SUB INTERMEDIATE HOLDINGS, INC. | SHAREHOLDER | 是 |
| EAG TOP INTERMEDIATE HOLDINGS, INC. | SHAREHOLDER | 是 |
| EAG GP, LLC | GENERAL PARTNER | 是 |
| TOWERBROOK INVESTORS V (ONSHORE), L.P. | SHAREHOLDER | 是 |
| EAG WEALTH MANAGEMENT STRATEGIES, LLC | MEMBER | 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。
