← 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(07/08/2024)
FREESTONE CAPITAL MANAGEMENT, LLC · 所有者与执行高管(CRD 145711)
机构事实页:FREESTONE CAPITAL MANAGEMENT, LLC 事实页 → | 官方原文:IAPD firm-summary/145711
Schedule A · 直接所有者(8 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| FREESTONE CAPITAL HOLDINGS LLC | 境内实体 | MEMBER | 是 | E |
| FURUKAWA, GARY, ISAAC | 个人 | MANAGER / CHIEF INVESTMENT OFFICER | 是 | NA |
| MORGAN, ERIK, KONRAD | 个人 | MANAGER | 是 | NA |
| MORELAND, JENNIFER, MICHELLE | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| CHANG, GEORGE, PERCY | 个人 | GENERAL COUNSEL | 是 | NA |
| GOOKIN, ANN, C | 个人 | HEAD OF INVESTMENTS | 是 | NA |
| TIGERT, MATTHEW, ALLAN | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| RODRIGUEZ, JESSICA, MARIE | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管(7 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| BRIGHTON STREET LLC | MEMBER | 是 |
| OLD RIVER TRUST | MEMBER CLASS B | 是 |
| FURUKAWA, DELLA | MEMBER CLASS A; MANAGER | 是 |
| FURUKAWA, GARY, ISAAC | TRUSTEE | 是 |
| FURUKAWA, GARY, ISAAC | MEMBER CLASS A; MANAGER | 是 |
| MORGAN, ERIK, KONRAD | MANAGER | 是 |
| FURUKAWA, GARY, ISAAC | 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。
