← 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(11/13/2024)
ASPIRIANT, LLC · 所有者与执行高管(CRD 146720)
机构事实页:ASPIRIANT, LLC 事实页 → | 官方原文:IAPD firm-summary/146720
Schedule A · 直接所有者(20 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ASPIRIANT HOLDINGS, LLC | 境内实体 | MEMBER | 是 | D |
| ASPIRIANT HOLDINGS S2, LLC | 境内实体 | MEMBER | 是 | C |
| FRANCAIS, ROBERT, JOSEPH | 个人 | CHIEF EXECUTIVE OFFICER, BOARD OF DIRECTORS | 是 | NA |
| BLODGETT, KAREN, RUTH | 个人 | BOARD OF DIRECTORS - CHAIR | 是 | NA |
| HENDRICKSON, DOUGLAS, STANTON | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| ALLEN, JOHN, DAVID | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| ASPIRIANT HOLDINGS S5, LLC | 境内实体 | MEMBER | — | A |
| HAMMONS, SUMMER, ANN | 个人 | CHIEF PEOPLE OFFICER | 是 | NA |
| DODER, CAMERON, ANN | 个人 | CHIEF MARKETING OFFICER | 是 | NA |
| BRAGAR, SANDRA, LEIGH | 个人 | CHIEF CLIENT OFFICER | 是 | NA |
| Benson, Ryan, Paul | 个人 | BOARD OF DIRECTORS | 是 | NA |
| BORN, LYNNE | 个人 | CHIEF PRACTICE OFFICER | 是 | NA |
| Lohkamp, Joanna | 个人 | INDEPENDENT BOARD OF DIRECTOR | 是 | NA |
| GENTRY, SHANDA, SUSAN | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| Modica, Marcelo, Conrado | 个人 | INDEPENDENT BOARD OF DIRECTOR | 是 | NA |
| Lavalle, Michael, Christopher | 个人 | GENERAL COUNSEL | 是 | NA |
| SCHICK, GREGORY, RYAN | 个人 | BOARD OF DIRECTORS | 是 | NA |
| CASTELLANI, MARC | 个人 | BOARD OF DIRECTORS | 是 | NA |
| Manoukian, Alec | 个人 | CHIEF TECHNOLOGY OFFICER | 是 | NA |
| KIM, YOUNG, S | 个人 | CHIEF CLIENT SERVICE OPERATIONS OFFICER | 是 | NA |
Schedule B · 执行高管(22 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| DIETZ, HELEN, ANN | MEMBER | 是 |
| Lohkamp, Joanna | INDEPENDENT BOARD OF DIRECTOR | 是 |
| Lohkamp, Joanna | INDEPENDENT BOARD OF DIRECTOR | 是 |
| Lohkamp, Joanna | INDEPENDENT BOARD OF DIRECTOR | 是 |
| Benson, Ryan, Paul | BOARD OF DIRECTOR | 是 |
| Benson, Ryan, Paul | BOARD MEMBER | 是 |
| Benson, Ryan, Paul | BOARD MEMBER | 是 |
| Modica, Marcelo, Conrado | INDEPENDENT BOARD OF DIRECTOR | 是 |
| Modica, Marcelo, Conrado | INDEPENDENT BOARD OF DIRECTOR | 是 |
| Modica, Marcelo, Conrado | INDEPENDENT BOARD OF DIRECTOR | 是 |
| SCHICK, GREGORY, RYAN | BOARD OF DIRECTOR | 是 |
| SCHICK, GREGORY, RYAN | BOARD OF DIRECTOR | 是 |
| SCHICK, GREGORY, RYAN | BOARD OF DIRECTOR | 是 |
| FRANCAIS, ROBERT, JOSEPH | BOARD OF DIRECTOR | 是 |
| FRANCAIS, ROBERT, JOSEPH | BOARD OF DIRECTOR | 是 |
| FRANCAIS, ROBERT, JOSEPH | BOARD OF DIRECTOR | 是 |
| BLODGETT, KAREN, RUTH | CHAIRMAN, BOARD OF DIRECTORS | 是 |
| BLODGETT, KAREN, RUTH | CHAIRMAN, BOARD OF DIRECTORS | 是 |
| BLODGETT, KAREN, RUTH | CHAIRMAN, BOARD OF DIRECTORS | 是 |
| CASTELLANI, MARC | BOARD OF DIRECTOR | 是 |
| CASTELLANI, MARC | BOARD OF DIRECTOR | 是 |
| CASTELLANI, MARC | BOARD OF DIRECTOR | 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。
