← 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(03/29/2024)
OFS CAPITAL MANAGEMENT, LLC · 所有者与执行高管(CRD 153533)
机构事实页:OFS CAPITAL MANAGEMENT, LLC 事实页 → | 官方原文:IAPD firm-summary/153533
Schedule A · 直接所有者(5 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ORCHARD FIRST SOURCE ASSET MANAGEMENT, LLC | 境内实体 | SOLE MEMBER/MANAGER | 是 | E |
| CERNY, JEFFREY, ALAN | 个人 | CHIEF ACCOUNTING OFFICER/SENIOR MANAGING DIRECTOR | 是 | NA |
| RASHID, BILAL, (NMN) | 个人 | PRESIDENT/SENIOR MANAGING DIRECTOR | 是 | NA |
| REICHERT, TOD, KEVIN | 个人 | MANAGING DIRECTOR, GENERAL COUNSEL & SECRETARY | 是 | NA |
| PORTER, MUKYA, SUE DENISE | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管(7 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| ORCHARD INVESTMENTS, LLC | OWNER | 是 |
| RESSLER, RICHARD, SCOTT | TRUSTEE | 是 |
| THE OI3 2019 TRUST | MEMBER | 是 |
| ORCHARD FIRST SOURCE ASSET MANAGEMENT HOLDINGS, LLC | MEMBER/MANAGER | 是 |
| ORCHARD INVESTMENTS II, LLC | MEMBER | 是 |
| ORCHARD FIRST SOURCE CAPITAL, INC. | MANAGER | 是 |
| OI3, LLC | 100% OF COMMON INTERESTS | 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。
