← 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(12/26/2024)
CLARIVEST ASSET MANAGEMENT LLC · 所有者与执行高管(CRD 139785)
机构事实页:CLARIVEST ASSET MANAGEMENT LLC 事实页 → | 官方原文:IAPD firm-summary/139785
Schedule A · 直接所有者(9 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| JACOBSON, JEFF, A | 个人 | CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | 是 | NA |
| Vaughn, David, Raymond | 个人 | CHIEF INVESTMENT OFFICER - NON-U.S. AND GLOBAL STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | 是 | NA |
| Wolter, Todd, Nathan | 个人 | CHIEF INVESTMENT OFFICER - U.S. AND ALTERNATIVE STRATEGIES, LEAD PORTFOLIO MANAGER, MANAGER | 是 | NA |
| EAGLE ASSET MANAGEMENT INC | 境内实体 | MEMBER | 是 | E |
| WILWANT, ERIC, CHRISTIAN | 个人 | MANAGER | 是 | NA |
| RICK IV, EDWARD | 个人 | PRESIDENT, MANAGER | 是 | NA |
| EDWARDS, CHARLES, MICHAEL | 个人 | MANAGER | 是 | NA |
| ORTON, MATTHEW, B | 个人 | MANAGER | 是 | NA |
| ALVAREZ, JAVIER, A | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管(3 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| RAYMOND JAMES FINANCIAL, INC. | SHAREHOLDER | 是 |
| RAYMOND JAMES INVESTMENT MANAGEMENT | SHAREHOLDER | 是 |
| JAMES, THOMAS, ALAN | CHAIRMAN CEO | 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。
