← 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（02/22/2024）
1607 CAPITAL PARTNERS, LLC · 所有者与执行高管（CRD 144758）
机构事实页：1607 CAPITAL PARTNERS, LLC 事实页 → | 官方原文：IAPD firm-summary/144758
Schedule A · 直接所有者（19 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| TATTERSALL, THOMAS, KIRKWOOD | 个人 | DIRECTOR/MEMBER | 是 | A |
| MALLORY, JAMES, EDWARD | 个人 | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MANAGING MEMBER | 是 | B |
| FAKE, SHANNON, S | 个人 | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | 是 | B |
| LONG, ASHLEY, WATSON | 个人 | CO-DIRECTOR, INVESTMENTS/DIRECTOR/MEMBER | 是 | A |
| HUNTLEY, BRYAN, KURT | 个人 | DIRECTOR, FINANCE AND OPERATIONS/MEMBER | 是 | NA |
| THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | 境内实体 | MEMBER | — | NA |
| TATTERSALL, KELLY, FITZGERALD | 个人 | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | — | NA |
| TATTERSALL, FRED, THOMAS | 个人 | TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST | — | NA |
| ROSEMONT INVESTMENT GROUP, LLC | 境内实体 | MEMBER | 是 | C |
| HUNT, MARTIN, TYLER | 个人 | OPERATIONS AND COMPLIANCE/MEMBER | — | NA |
| KALKOWSKY, MATHEW, RYAN | 个人 | INVESTMENTS/MEMBER | — | NA |
| ZHANG, RUIYI | 个人 | INVESTMENTS/MEMBER | — | NA |
| BURKHART, JR., CHARLES, BYRON | 个人 | DIRECTOR | 是 | NA |
| MACKAY, CHRISTOPHER, GEORGE | 个人 | DIRECTOR, CLIENT SERVICE AND MARKETING/MEMBER | 是 | NA |
| TLM TRUST U/A DATED 12/30/21 | 境内实体 | MEMBER | — | NA |
| MSM TRUST U/A DATED 12/30/21 | 境内实体 | MEMBER | — | NA |
| MONTSINGER, SHANNON, WARE | 个人 | TRUSTEE OF TLM TRUST U/A DATED 12/30/21 | — | NA |
| MONTSINGER, SHANNON, WARE | 个人 | TRUSTEE OF MSM TRUST U/A DATED 12/30/21 | — | NA |
| RUTHERFORD, KEVIN, STEWART | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管（6 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| TATTERSALL, KELLY, FITZGERALD | TRUSTEE | — |
| TATTERSALL, FRED, THOMAS | TRUSTEE | — |
| MARKEL VENTURES INC. | MEMBER | 是 |
| MARKEL CORPORATION | SOLE SHAREHOLDER | 是 |
| MONTSINGER, SHANNON, WARE | TRUSTEE | — |
| MONTSINGER, SHANNON, WARE | TRUSTEE | — |
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。
