← 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(03/29/2024)
CI CAPITAL PARTNERS LLC · 所有者与执行高管(CRD 156863)
机构事实页:CI CAPITAL PARTNERS LLC 事实页 → | 官方原文:IAPD firm-summary/156863
Schedule A · 直接所有者(4 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ISEMAN, FREDERICK, JOSEPH | 个人 | CHAIRMAN/CHIEF EXECUTIVE OFFICER | 是 | NA |
| BERNSTEIN, JORDAN, SAUL | 个人 | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | 是 | NA |
| CI CAPITAL HOLDINGS LLC | 境内实体 | MEMBER | 是 | E |
| FARRELL, PATRICK, TIMOTHY | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
Schedule B · 执行高管(11 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| GEORGICA MANAGEMENT, INC. | MANAGING MEMBER | 是 |
| GEORGICA MANAGEMENT LLC | MANAGING MEMBER | — |
| ISEMAN, FREDERICK, JOSEPH | MEMBER | 是 |
| FJI GLOUCESTER LLC | SHAREHOLDER | 是 |
| FJI KENT INVESTMENTS LLC | MEMBER | 是 |
| FJI KENT INC. | MANAGER | 是 |
| FJI GLOUCESTER LLC | SHAREHOLDER | 是 |
| FREDERICK ISEMAN (MFI 2007) LLC | MEMBER | — |
| FJI GLOUCESTER LLC | MANAGING MEMBER | 是 |
| FREDERICK J. ISEMAN TRUST NO. III-C (2021) | MEMBER | — |
| THE BRYN MAWR TRUST COMPANY OF DELAWARE | 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。
