← 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(09/17/2024)
SAGE ADVISORS, LLC · 所有者与执行高管(CRD 148964)
机构事实页:SAGE ADVISORS, LLC 事实页 → | 官方原文:IAPD firm-summary/148964
Schedule A · 直接所有者(7 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CERITY PARTNERS LLC | 境内实体 | MANAGER | 是 | E |
| SECO, ROBERT, JOSEPH | 个人 | GENERAL COUNSEL | 是 | NA |
| MISCINSKI, KURT, PATRICK | 个人 | PRESIDENT | 是 | NA |
| HILDEN, KEVIN, DAVID | 个人 | CHIEF OPERATIONS OFFICER | 是 | NA |
| QUINLAN, NEIL, LAWRENCE | 个人 | DIRECTOR OF OPERATIONS | 是 | NA |
| PROSTICK, ARTHUR, ISOM | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| Shah, Suketu, Chitranjan | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
Schedule B · 执行高管(14 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| CERITY PARTNERS EQUITY HOLDING LLC | MEMBER | 是 |
| CERITY PARTNERS EOE LLC | MEMBER | 是 |
| MISCINSKI, KURT, PATRICK | MANAGER | 是 |
| GENSTAR CAPITAL PARTNERS X, L.P. | MEMBER | 是 |
| GENSTAR CAPITAL X, L.P. | GENERAL PARTNER | 是 |
| GENSTAR X GP LLC | GENERAL PARTNER | 是 |
| CP MERGER II LLC | MEMBER | 是 |
| CP MERGER I LLC | MEMBER | 是 |
| CP INTERMEDIATE II LLC | MEMBER | 是 |
| CP INTERMEDIATE I LLC | MEMBER | 是 |
| CP HOLDINGS I LLC | MEMBER | 是 |
| CP-RTS LLC | MEMBER | 是 |
| CP-ACP LLC | MEMBER | 是 |
| CP-MCM LLC | MEMBER | 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。
