← 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(07/16/2024)
BANTA ASSET MANAGEMENT LP · 所有者与执行高管(CRD 142987)
机构事实页:BANTA ASSET MANAGEMENT LP 事实页 → | 官方原文:IAPD firm-summary/142987
Schedule A · 直接所有者(5 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BANTA, STEPHEN, MATTHEW | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| THE STEPHEN AND PAMELA BANTA FAMILY TRUST U/A DTD 06/16/2015 | 境内实体 | LIMITED PARTNER | 是 | C |
| BANTA FAMILY TRUST U/A/D 12/01/02 | 境内实体 | LIMITED PARTNER | 是 | C |
| BANTA CAPITAL MANAGEMENT, LLC | 境内实体 | GENERAL PARTNER | 是 | NA |
| M BANTA & S BANTA TTEE MICHAEL & SARA BANTA TRUST U/A DTD 08/19/2004 | 境内实体 | LIMITED PARTNER | 是 | C |
Schedule B · 执行高管(10 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| BANTA, STEPHEN, MATTHEW | TRUSTEE | 是 |
| BANTA, MARK, DAVID | TRUSTEE | 是 |
| BANTA, KIMBERLE, MALONE | TRUSTEE | 是 |
| THE STEPHEN AND PAMELA BANTA FAMILY TRUST U/A DTD 06/16/2015 | MANAGING MEMBER | 是 |
| DAVID & STEPHANIE BANTA FAMILY TRUST U/A/D 09/29/1997 | MANAGING MEMBER | 是 |
| BANTA FAMILY TRUST U/A/D 12/01/02 | MANAGING MEMBER | 是 |
| BANTA, MICHAEL, BEALE | TRUSTEE | 是 |
| BANTA, PAMELA, GEORGE | TRUSTEE | 是 |
| BANTA, SARA, WARMINGTON | TRUSTEE | 是 |
| M BANTA & S BANTA TTEE MICHAEL & SARA BANTA TRUST U/A DTD 08/19/2004 | MANAGING 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。
