← 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(11/29/2024)
MAR VISTA INVESTMENT PARTNERS, LLC · 所有者与执行高管(CRD 144906)
机构事实页:MAR VISTA INVESTMENT PARTNERS, LLC 事实页 → | 官方原文:IAPD firm-summary/144906
Schedule A · 直接所有者(12 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MYERS, SILAS, ALGIA | 个人 | CEO, BOARD MEMBER, COMMON MEMBER | 是 | NA |
| MASSEY, BRIAN, LEE | 个人 | PRESIDENT, BOARD MEMBER, COMMON MEMBER | 是 | NA |
| HONEYCUTT, JOSHUA, JOSEPH | 个人 | BOARD MEMBER, COMMON MEMBER | 是 | NA |
| PRESTINE, JEFFREY, BOWDITCH | 个人 | BOARD MEMBER, COMMON MEMBER | 是 | NA |
| SCHMALTZ, ROBERT, ALOYS | 个人 | CHIEF OPERATING OFFICER, BOARD MEMBER, CLASS A MEMBER | 是 | NA |
| SAM LEGACY LP | 境内实体 | COMMON MEMBER | — | B |
| RAYNER BROTHERS, LLC | 境内实体 | COMMON MEMBER | — | B |
| CALICO INVESTMENT PARTNERS LP | 境内实体 | COMMON MEMBER | — | B |
| F/M MANAGERS GROUP, LLC | 境内实体 | BOARD MEMBER, COMMON MEMBER | — | B |
| THE HONEYCUTT REVOCABLE LIVING TRUST DTD 6/8/2010 | 境内实体 | COMMON MEMBER | — | B |
| VONSCHLEGELL, KATHLEEN, CARLSON | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| Clements, Brooke, Marie | 个人 | CHIEF FINANCIAL OFFICER | — | NA |
Schedule B · 执行高管(18 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| THE 2006 MASSEY FAMILY TRUST | OWNER | 是 |
| THE MYERS REVOCABLE LIVING TRUST | OWNER | 是 |
| ROMERO-PRESTINE 2005 TRUST | OWNER | 是 |
| Massey, Allison, Kimberly | TRUSTEE | 是 |
| MASSEY, BRIAN, LEE | TRUSTEE | 是 |
| MYERS, SILAS, ALGIA | TRUSTEE | 是 |
| PRESTINE, JEFFREY, BOWDITCH | TRUSTEE | 是 |
| ROMERO, CLAUDIA | TRUSTEE | 是 |
| DIFFRACTIVE MANAGERS GROUP PAYCO, LLC | MEMBER | 是 |
| 1251 FINANCING COMPANY, LLC | MEMBER | 是 |
| 1251 CAPITAL GROUP, INC. | MANAGING MEMBER | 是 |
| 1251 CAPITAL GROUP HOLDINGS, LLC | SHAREHOLDER | 是 |
| HONEYCUTT, JOSHUA, JOSEPH | TRUSTEE | 是 |
| HONEYCUTT, JENNY, ANN | TRUSTEE | 是 |
| HAILER, JOHN, THOMAS | MEMBER/MANAGER | 是 |
| MAGUIRE, CHRISTOPHER, JAMES | MANAGER | 是 |
| WILSON, MICHAEL, ARTHUR ROSS | MANAGER | 是 |
| BRIZIUS, CHARLES, ALBERT | MEMBER/MANAGER | 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。
