← 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(04/29/2024)
RENAISSANCE INVESTMENT GROUP, LLC · 所有者与执行高管(CRD 153679)
机构事实页:RENAISSANCE INVESTMENT GROUP, LLC 事实页 → | 官方原文:IAPD firm-summary/153679
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| FORBES, TREVOR, MALPAS | 个人 | MANAGER - PRESIDENT & CIO | 是 | NA |
| HILCHEY, PAULA, MARY | 个人 | CHIEF COMPLIANCE OFFICER, DOO & MANAGING DIRECTOR | 是 | NA |
| SA CONCEPTS, LLC | 境内实体 | MANAGING MEMBER | 是 | E |
| MALINOWSKI, THOMAS, EDWARD | 个人 | FINANCIAL ADVISOR & MANAGING DIRECTOR | 是 | NA |
| KILLEEN, LORI, JEANNE | 个人 | CLIENT RELATIONS EXECUTIVE & MANAGING DIRECTOR | 是 | NA |
| Silipigno, Christopher, Anthony | 个人 | MANAGER-CHIEF EXECUTIVE OFFICER | 是 | NA |
Schedule B · 执行高管(7 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| STRATOS WEALTH HOLDINGS, LLC | HOLDING COMPANY | 是 |
| FORBES, TREVOR, MALPAS | MANAGING MEMBER | 是 |
| CONCEPCION, JEFFREY, ALAN | MANAGING MEMBER | 是 |
| STRATOS WEALTH ENTERPRISES, LLC | MEMEBER | 是 |
| Silipigno, Christopher, Anthony | MANAGING MEMBER | 是 |
| STRATOS INTERMEDIATE HOLDCO I LLC | MEMBER | 是 |
| STRATOS INTERMEDIATE HOLDCO 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。
