← 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(04/17/2024)
CHECCHI CAPITAL ADVISERS, LLC · 所有者与执行高管(CRD 143478)
机构事实页:CHECCHI CAPITAL ADVISERS, LLC 事实页 → | 官方原文:IAPD firm-summary/143478
Schedule A · 直接所有者(9 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| LOEB CAPITAL WEST, LLC | 境内实体 | OWNER | 是 | C |
| CANAL CAPITAL PARTNERS, LLC | 境内实体 | OWNER | — | B |
| CHECCHI, ADAM, DEAN | 个人 | MANAGING MEMBER | 是 | NA |
| CHECCHI, KATHRYN, DEAN | 个人 | PRINCIPAL | 是 | NA |
| PFISTER, SAMUEL, THOMAS | 个人 | PARTNER | 是 | B |
| KATHRYN CHECCHI IRREVOCABLE GIFT TRUST NO. 1 | 境内实体 | OWNER | — | B |
| KATHRYN CHECCHI IRREVOCABLE GIFT TRUST NO. 2 | 境内实体 | OWNER | — | A |
| Mupita, Delia, Tinaye | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| ZHANG, HAIYANG | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
Schedule B · 执行高管(8 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| CHECCHI, ADAM, DEAN | SINGLE MEMBER | 是 |
| CHECCHI, ALFRED, ATTILIO | MEMBER | 是 |
| CHECCHI, KATHRYN, DEAN | MEMBER | 是 |
| CHECCHI, ALFRED, ATTILIO | MEMBER | 是 |
| CHECCHI, KATHRYN, DEAN | MEMBER | 是 |
| CHECCHI, ADAM, DEAN | MEMBER | 是 |
| CHECCHI, KATHRYN, DEAN | TRUSTEE | 是 |
| CHECCHI, KATHRYN, DEAN | TRUSTEE | 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。
