← 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(03/28/2024)
NEXT LEGACY MANAGEMENT, LLC · 所有者与执行高管(CRD 156640)
机构事实页:NEXT LEGACY MANAGEMENT, LLC 事实页 → | 官方原文:IAPD firm-summary/156640
Schedule A · 直接所有者(7 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| HALL, RUSSELL, BRUCE | 个人 | MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO | 是 | NA |
| CULLINANE, KELLI, ANN | 个人 | MANAGING MEMBER, CCO, CFO AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019 | 是 | C |
| CHOI, BEN, CHUNG-MING | 个人 | MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012 | 是 | C |
| THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019 | 境内实体 | MANAGING MEMBER | 是 | C |
| CHOI FAMILY TRUST DATED MARCH 2, 2012 | 境内实体 | MANAGING MEMBER | 是 | C |
| NECE FAMILY TRUST | 境内实体 | MANAGING MEMBER | 是 | C |
| NECE, RYAN, C | 个人 | TRUSTEE OF THE NECE FAMILY TRUST | 是 | C |
Schedule B · 执行高管(0 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
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。
