← 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(03/28/2023)
NEWBURY PARTNERS LLC · 所有者与执行高管(CRD 156319)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/156319
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| LICHTER, RICHARD, CRAIG | 个人 | MANAGER | 是 | D |
| ESPOSITO, GERALD, LOUIS | 个人 | PARTNER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | 是 | NA |
| JAROCH, CHRISTOPHER, DEVIN | 个人 | PARTNER | 是 | NA |
| SYMON, WARREN, BRUCE | 个人 | PARTNER | 是 | NA |
| MIKULA, THOMAS, IGNAZ | 个人 | MANAGING DIRECTOR | 是 | NA |
| RLP NAVIGATOR LLC | 境内实体 | MEMBER | — | C |
Schedule B · 执行高管(23 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| RIDGELAKE PARTNERS, LP | SOLE MEMBER | — |
| 804 INVESTORS II, LLC | LIMITED PARTNER | — |
| NEW YORK LIFE INSURANCE COMPANY | LIMITED PARTNER | — |
| RIDGELAKE PARTNERS GP LLC | GENERAL PARTNER | — |
| DANIEL G. DEVOS 804 TRUST U/A/D/ 8/31/2004 | MEMBER | 是 |
| SUZANNE C. DEVOS 804 TRUST U/A/D 8/31/2004 | MEMBER | 是 |
| DOUGLAS L. DEVOS 804 TRUST U/A/D/ 8/31/2004 | MEMBER | 是 |
| G3 804 HOLDINGS, LLC | MEMBER | 是 |
| WAKESTREAM HOLDINGS, INC. | TRUSTEE | — |
| WAKESTREAM HOLDINGS, INC. | TRUSTEE | — |
| WAKESTREAM HOLDINGS, INC. | TRUSTEE | — |
| APOGEM CAPITAL LLC | MEMBER | — |
| NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC | MEMBER | — |
| NEW YORK LIFE INSURANCE COMPANY | MEMBER | — |
| OTTAWA AVENUE PRIVATE CAPITAL, LLC | MEMBER | — |
| WAKESTREAM MANAGEMENT, LLC | MEMBER | 是 |
| DEVOS, RICHARD, MARVIN | SHAREHOLDER | 是 |
| DEVOS, DANIEL, GEORGE | SHAREHOLDER | 是 |
| DEVOS, DOUGLAS, LEE | SHAREHOLDER | 是 |
| DEVOS, SUZANNE, CHERYL | SHAREHOLDER | 是 |
| DGD 804 HOLDINGS, LLC | MEMBER | 是 |
| CDV 804 HOLDINGS, LLC | MEMBER | 是 |
| DLD 804 HOLDINGS, 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。
