← 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（03/20/2014）
JER MANAGEMENT, LLC · 所有者与执行高管（CRD 138037）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/138037
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| GALE, BARDEN, NOEL | 个人 | MEMBER | — | A |
| MCGILLIS, JOHN, MICHAEL | 个人 | CHIEF FINANCIAL OFFICER AND MANAGING MEMBER | 是 | NA |
| FENSTERHEIM, GERALD, DAVID | 个人 | TRUSTEE OF JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/ | 是 | NA |
| J.E. ROBERT COMPANY, INC. | 境内实体 | MEMBER | 是 | E |
| JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7/2011 | 境内实体 | MEMBER | 是 | NA |
| HARKINS, RICHARD, ALEXANDER | 个人 | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 是 | NA |
Schedule B · 执行高管（2 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| JOSEPH E ROBERT JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST DATED 11/2/2011 | OWNER | 是 |
| FENSTERHEIM, GERALD, DAVID | TRUSTEE OF JOSEPH E ROBERT, JR REVOCABLE TRUST EST. UNDER FOURTH AMENDMENT AND RESTATEMENT OF TRUST AGREEMENT DATED 11/7 | 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。
