← 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(06/14/2024)
RWA WEALTH PARTNERS, LLC · 所有者与执行高管(CRD 156984)
机构事实页:RWA WEALTH PARTNERS, LLC 事实页 → | 官方原文:IAPD firm-summary/156984
Schedule A · 直接所有者(4 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| AI INTERMEDIATE, LLC | 境内实体 | MANAGING MEMBER | 是 | E |
| KNIGHT, MICHELLE, ANN | 个人 | CHIEF EXECUTIVE OFFICER | — | NA |
| POWERS, JOSEPH, EDMUND | 个人 | CHIEF INVESTMENT OFFICER | — | NA |
| FAZIO, KRISTIN, DIBARNABA | 个人 | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | 是 | NA |
Schedule B · 执行高管(12 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| WIENER, DANIEL, PHILIP | MANAGER | 是 |
| AI HOLDINGS GP, LLC | GENERAL PARTNER | 是 |
| AI PARENT, LLC | MANAGING MEMBER | 是 |
| SUMMIT PARTNERS GROWTH EQUITY FUND X-A, L.P. | LIMITED PARTNER | 是 |
| SUMMIT PARTNERS GE X, LP | GENERAL PARTNER | 是 |
| SUMMIT PARTNERS GE X, LLC | GENERAL PARTNER | 是 |
| SUMMIT PARTNERS, L.P. | MEMBER | 是 |
| SUMMIT MASTER COMPANY, LLC | GENERAL PARTNER | 是 |
| SP-AI HOLDINGS, L.P. | MANAGING MEMBER | 是 |
| Hamilton, Matthew, Guy | MANAGER | 是 |
| LOWELL, JAMES, HALE | MANAGER | 是 |
| Yadlapati, Vamsi, Krishna | MANAGER | 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。
