← 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(09/05/2024)
GRANITE INVESTMENT PARTNERS, LLC · 所有者与执行高管(CRD 150632)
机构事实页:GRANITE INVESTMENT PARTNERS, LLC 事实页 → | 官方原文:IAPD firm-summary/150632
Schedule A · 直接所有者(16 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| EDELSTEIN, GEOFFREY, IRA | 个人 | MANAGING MEMBER | 是 | NA |
| FORAN, ROBERT, WILLIAM | 个人 | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 是 | B |
| SLOCUM, BRADLEY, GILES | 个人 | MANAGING MEMBER | 是 | NA |
| ROLLE', GARY, UWE | 个人 | MEMBER | 是 | NA |
| SHASKAN, JOSHUA, DAVID | 个人 | MEMBER | 是 | NA |
| HOO, JEFFREY, JAMES | 个人 | MEMBER | 是 | NA |
| HAN, EDWARD, SUNG SOO | 个人 | MEMBER | 是 | B |
| LOPEZ, PETER, ORLANDO | 个人 | MANAGING MEMBER | 是 | B |
| MORSE, DOUGLAS, JOHN | 个人 | MANAGING MEMBER | 是 | NA |
| ROLLE', ERIK, UWE | 个人 | MEMBER | 是 | B |
| ROLLE FINANCIAL, LLC | 境内实体 | MEMBER | — | A |
| EDELSTEIN TRUST | 境内实体 | MANAGING MEMBER | — | B |
| JOSHUA D. SHASKAN AND LISA M. SHASKAN REVOCABLE TRUST | 境内实体 | MEMBER | — | B |
| BRADLEY G. SLOCUM TRUST | 境内实体 | MANAGING MEMBER | — | B |
| MORSE-ABARE FAMILY TRUST | 境内实体 | MANAGING MEMBER | — | A |
| JEFFREY HOO & SHIRLEY WANG REVOCABLE TRUST | 境内实体 | MEMBER | — | B |
Schedule B · 执行高管(12 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| GARY AND DELLA ROLLE TRUST | MEMBER | 是 |
| EDELSTEIN, ALISON, WEIRICK | TRUSTEE | — |
| ROLLE, DELLA, VALERIE | TRUSTEE | — |
| SHASKAN, LISA, MARIE | TRUSTEE | — |
| SHASKAN, JOSHUA, DAVID | TRUSTEE | 是 |
| ROLLE', GARY, UWE | TRUSTEE | 是 |
| EDELSTEIN, GEOFFREY, IRA | TRUSTEE | 是 |
| SLOCUM, BRADLEY, GILES | TRUSTEE | 是 |
| MORSE, DOUGLAS, JOHN | TRUSTEE | 是 |
| WANG, SHIRLEY, SHIAN-LAN | TRUSTEE | — |
| ABARE, MICHAEL, JOSEPH | TRUSTEE | — |
| HOO, JEFFREY, JAMES | TRUSTEE | 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。
