← 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（09/20/2024）
SOLTIS INVESTMENT ADVISORS, LLC · 所有者与执行高管（CRD 154690）
机构事实页：SOLTIS INVESTMENT ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/154690
Schedule A · 直接所有者（8 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ANDERSON, KIM, DEAN | 个人 | CEO | 是 | NA |
| FINLINSON, TYLER, JON | 个人 | VICE PRESIDENT, RETIREMENT PLAN SERVICES | 是 | NA |
| WILKINSON, TYLER, KAY | 个人 | CFO AND CCO | 是 | NA |
| ANDERSON, HAL, GARY | 个人 | CIO ALTERNATIVE INVESTMENTS | 是 | NA |
| TAYLOR, CLARK, VALANTINE | 个人 | VICE PRESIDENT, WEALTH MANAGEMENT SERVICES | 是 | NA |
| MOORE, BRENT, DAVID | 个人 | VICE PRESIDENT BUSINESS DEVELOPMENT | 是 | NA |
| BRISTLECONE BUYER, LLC | 境内实体 | OWNER | 是 | E |
| WALLACE, WILLIAM, W | 个人 | CIO PUBLIC INVESTMENTS | 是 | NA |
Schedule B · 执行高管（17 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| BRISTLECONE INTERMEDIATE HOLDINGS, LLC | MEMBER | 是 |
| BRISTLECONE PARENT HOLDINGS, LLC | MEMBER | 是 |
| ESTANCIA BRISTLECONE AGGREGATOR, LLC | MEMBER | 是 |
| ESTANCIA CAPITAL PARTNERS FUND III, L.P. | MEMBER | 是 |
| ESTANCIA CAPITAL MANAGEMENT, LLC | MANAGER | 是 |
| ESTANCIA GP III, LP | GENERAL PARTNER | 是 |
| ESTANCIA UGP III, LLC | GENERAL PARTNER | 是 |
| ESTANCIA GP III-E, LLC | LIMITED PARTNER | 是 |
| ESTANCIA MANAGING DIRECTORS, LLC | MEMBER | 是 |
| ESTANCIA MANAGING DIRECTORS, LLC | MANAGER | 是 |
| MENDEZ, MICHAEL, CASARES | MEMBER | 是 |
| MORIUCHI, TAKASHI, BAYARD | MEMBER | 是 |
| MENDEZ, MICHAEL, CASARES | MANAGING DIRECTOR | 是 |
| REVOLUTIONARIES, LLC | MEMBER | 是 |
| MENDEZ FAMILY TRUST U/T/A | OWNER | 是 |
| MENDEZ, MICHAEL, CASARES | TRUSTEE | 是 |
| MENDEZ, CHERYL, LYNN | 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。
