← 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（09/26/2024）
USA FINANCIAL FORMULAS LLC · 所有者与执行高管（CRD 139987）
机构事实页：USA FINANCIAL FORMULAS LLC 事实页 → | 官方原文：IAPD firm-summary/139987
Schedule A · 直接所有者（8 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WALTERS, MICHAEL, DAVID | 个人 | CEO/MANAGER | 是 | NA |
| ENDERS, BRENT, DAVID | 个人 | PRESIDENT/MANAGER | 是 | NA |
| BACHERT, WILLIAM, CLAYTON | 个人 | CHIEF FINANCIAL OFFICER / MANAGER | 是 | NA |
| USA FINANCIAL LLC | 境内实体 | DIRECT OWNER | 是 | E |
| MERSMAN, MARK, ROBERT | 个人 | CHIEF MARKETING OFFICER | 是 | NA |
| EILERS, MATTHEW, H | 个人 | CHIEF BUSINESS DEVELOPMENT OFFICER | 是 | NA |
| MCCONNELL, JAMES, CARROLL | 个人 | CHIEF OPERATIONS OFFICER | — | NA |
| THOMASON, DAWN, M | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管（20 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| AL MARKETING LLC | MEMBER | 是 |
| AMERILIFE GROUP LLC | MEMBER | 是 |
| AMERILIFE MIDCO LLC | MEMBER | 是 |
| AMERILIFE HOLDINGS LLC | MEMBER | 是 |
| ACCELERATE BUYER LLC | MEMBER | 是 |
| ACCELERATE INTERMEDIATE HOLDINGS 1 LLC | MEMBER | 是 |
| ACCELERATE INTERMEDIATE HOLDINGS 2 LLC | MEMBER | 是 |
| ACCELERATE TOPCO HOLDINGS LLC | MEMBER | 是 |
| AMERILIFE BLOCKER HOLDINGS LLC | MEMBER | 是 |
| THL AMERILIFE PARALLEL SPV LP | MEMBER | 是 |
| THL AMERILIFE EQUITY ADVISORS LLC | GENERAL PARTNER | 是 |
| THL AL BLOCKED BUYER FEEDER LP | LIMITED PARTNER | 是 |
| ICG HOLIDAY PARTNERS I LP | LIMITED PARTNER | 是 |
| GC PROPEL HOLDINGS INC | MEMBER | 是 |
| GC PROPEL AGGREGATOR LP | SHAREHOLDER | 是 |
| GC PROPEL AGGREGATOR GP LLC | GENERAL PARTNER | 是 |
| GENSTAR CAPITAL PARTNERS X LP | LIMITED PARTNER | 是 |
| GENSTAR CAPITAL PARTNERS X LP | MEMBER | 是 |
| GENSTAR CAPITAL X LP | GENERAL PARTNER | 是 |
| GENSTAR X GP LLC | GENERAL PARTNER | 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。
