← 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(03/27/2024)
FEG PRIVATE INVESTORS, LLC · 所有者与执行高管(CRD 156458)
机构事实页:FEG PRIVATE INVESTORS, LLC 事实页 → | 官方原文:IAPD firm-summary/156458
Schedule A · 直接所有者(8 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| FUND EVALUATION GROUP, LLC | 境内实体 | MEMBER | 是 | E |
| FASIG, SUSAN, ELIZABETH | 个人 | PRESIDENT | 是 | NA |
| PRICE, GARY, RICHARD | 个人 | EXECUTIVE VICE PRESIDENT | 是 | NA |
| LABMEIER, JOHN, FRANCIS | 个人 | SECRETARY | — | NA |
| THOMAS, JULIE, TRONDLE | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| KEATING, PAUL, SCOTT | 个人 | TREASURER, CHIEF FINANCIAL OFFICER, AND CHIEF OPERATING OFFICER | 是 | NA |
| TREMOULIS, GIANNA, B. | 个人 | ASSISTANT SECRETARY | — | NA |
| Schrader Hartanto, Susan, Lee | 个人 | EXECUTIVE VICE PRESIDENT | 是 | NA |
Schedule B · 执行高管(3 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| FUND EVALUATION GROUP 2017, INC. | HOLDING COMPANY FOR FUND EVALUATION GROUP, LLC. | 是 |
| ARGENT TRUST COMPANY | ARGENT IS THE TRUSTEE OF FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | 是 |
| FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | THIS TRUST OWNS 100% OF FUND EVALUATION GROUP 2017, INC. | 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。
