← 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(11/23/2021)
CAMG SOLAMERE MANAGEMENT, LLC · 所有者与执行高管(CRD 150605)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/150605
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CAMG SOLAMERE, LLC | 境内实体 | MEMBER | 是 | D |
| CHARLOTTE ASSET MANAGEMENT GROUP LLC | 境内实体 | MEMBER | 是 | B |
| EVANS, LEILA, TARATUS | 个人 | DIRECTOR OF CLIENT SERVICE | 是 | NA |
| KOUPIS, LLC | 境内实体 | MEMBER | — | A |
| PHILLIPS, BRANDON, RICHARD | 个人 | CHIEF COMPLIANCE OFFICER / DIRECTOR OF INVESTMENT OPERATIONS | — | NA |
| TEAL, ERIC, MCCLINDON | 个人 | MEMBER | — | B |
Schedule B · 执行高管(8 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| SOLAMERE GROUP, LLC | MANAGING MEMBER | 是 |
| EVANS, LEILA, TARATUS | MEMBER | 是 |
| MAY, BERT, DEEMS | MEMBER | 是 |
| ROMNEY, TAGGART, MITT | MEMBER | 是 |
| ZWICK, SPENCER, JOHNSON | MEMBER | 是 |
| SCHEUERMANN, ERIC, FRANZ | MEMBER | 是 |
| JONES, WESLEY, MALONE | MEMBER | 是 |
| EDWARDS, DON, HUNTER | 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。
