← 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（12/18/2024）
BALLENTINE PARTNERS, LLC · 所有者与执行高管（CRD 152802）
机构事实页：BALLENTINE PARTNERS, LLC 事实页 → | 官方原文：IAPD firm-summary/152802
Schedule A · 直接所有者（16 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BALLENTINE & CO LLC | 境内实体 | OWNER - COMMON SHARES, MEMBER | 是 | D |
| SCHAFFER, KYLE, JUDGE | 个人 | ELECTED MANAGER | 是 | NA |
| MCMORROW, ANDREW, JOHN | 个人 | PRESIDENT, CEO, ELECTED MANAGER | 是 | NA |
| EDWARDS-PITT, COVENTRY | 个人 | CHIEF CREATIVE OFFICER | 是 | NA |
| TUBMAN, JOHN, BARRY | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| OCHLIS, ADAM, WILLIAM | 个人 | CHIEF WEALTH ADVISORY OFFICER | 是 | NA |
| DEANGELIS, JAYSON, STEPHEN | 个人 | CHIEF DEVELOPMENT OFFICER | 是 | NA |
| POTTER, JEFFREY, WEIGHTMAN | 个人 | CFO | 是 | NA |
| EATON, JENNIFER, MCGRATH | 个人 | ELECTED MANAGER | 是 | NA |
| CHRISTIAN MURTIE, JENNIFER | 个人 | ELECTED MANAGER | 是 | NA |
| GABRIEL, LAURIE, ALLEN | 个人 | ELECTED MANAGER | 是 | NA |
| WILLIAMSON, MARK, NEVILLE | 个人 | ELECTED MANAGER | 是 | NA |
| CHANDLER, CHRISTOPHER, C | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| CHIAPPINELLI, PETER | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| HOPKINS, STEPHEN, HENRY | 个人 | CHAIRMAN, ELECTED MANAGER | 是 | NA |
| Cleary, Sean | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管（5 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| BALLENTINE 2020 HOLDINGS LLC | MEMBER | 是 |
| SCHAFFER, KYLE, JUDGE | MEMBER AND ELECTED MANAGER | 是 |
| BALLENTINE, ROY, COOPER | ELECTED MANAGER | 是 |
| BALLENTINE, BRIAN C | ELECTED MANAGER | 是 |
| HOPKINS, STEPHEN, HENRY | ELECTED 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。
