← 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(07/02/2024)
CONWAY INVESTMENT RESEARCH, LLC · 所有者与执行高管(CRD 154659)
机构事实页:CONWAY INVESTMENT RESEARCH, LLC 事实页 → | 官方原文:IAPD firm-summary/154659
Schedule A · 直接所有者(10 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BAUR, RICHARD, DOUGLASS | 个人 | PRINCIPAL | 是 | NA |
| MARGULIS, THOMAS, STEVEN | 个人 | PRINCIPAL | 是 | NA |
| RICHARD D. BAUR REVOCABLE TRUST DTD 12/19/02 | 境内实体 | LLC MEMBER | 是 | C |
| BELL, JEREMY, EVAN | 个人 | PRINCIPAL | — | NA |
| THOMAS S. MARGULIS FAMILY TRUST DATED 10/8/10 | 境内实体 | LLC MEMBER | 是 | C |
| BROWN, ROGER, LEO | 个人 | PRINCIPAL, LLC MEMBER | 是 | NA |
| JEREMY EVAN BELL REVOCABLE LIVING TRUST DATED JULY 8, 2016 | 境内实体 | LLC MEMBER | — | NA |
| Holmes, Warren, Chandler Crawford | 个人 | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — | NA |
| MILEUSNIC, MICHAEL, GEORGE | 个人 | PRINCIPAL | — | NA |
| ROGER L. BROWN II REVOCABLE TRUST DATED JULY 29, 2018 | 境内实体 | LLC MEMBER | — | B |
Schedule B · 执行高管(4 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| BAUR, RICHARD, DOUGLASS | TRUSTEE | 是 |
| MARGULIS, THOMAS, STEVEN | TRUSTEE | 是 |
| BELL, JEREMY, EVAN | TRUSTEE | 是 |
| BROWN, ROGER, LEO | 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。
