← 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(03/27/2013)
VALUEACT SMALLCAP MANAGEMENT, L.P. · 所有者与执行高管(CRD 154245)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/154245
Schedule A · 直接所有者(7 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| VALUEACT CAPITAL MANAGEMENT, LP | 境内实体 | LIMITED PARTNER | 是 | C |
| VALUEACT SMALLCAP SLP, LLC | 境内实体 | LIMITED PARTNER | — | NA |
| VALUEACT SMALLCAP MANAGEMENT, LLC | 境内实体 | GENERAL PARTNER | 是 | NA |
| LOCKWOOD, DAVID, JAMES | 个人 | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | 是 | E |
| HAMEL, GEORGE, FELIX | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| SIU, CHUCK, WING | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| BENNINGTON, ALLISON, ASCHER | 个人 | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管(10 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| LOCKWOOD, DAVID, JAMES | MANAGING MEMBER | 是 |
| VALUEACT CAPITAL MANAGEMENT, LLC | GENERAL PARTNER | 是 |
| VALUEACT HOLDINGS, LP | LIMITED PARTNER | 是 |
| LOCKWOOD, DAVID, JAMES | MANAGING MEMBER | 是 |
| VALUEACT HOLDINGS, LP | LIMITED PARTNER | 是 |
| VALUEACT HOLDINGS GP, LLC | GENERAL PARTNER | 是 |
| HAMEL, GEORGE, FELIX | ELECTED MEMBER OF THE MANAGEMENT BOARD | 是 |
| UBBEN, JEFFREY, WILLIAMS | ELECTED MEMBER OF THE MANAGEMENT BOARD | 是 |
| MORFIT, GARRISON, MASON | ELECTED MEMBER OF THE MANAGEMENT BOARD | 是 |
| VALUEACT HOLDINGS, LP | MANAGING 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。
