← 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(06/21/2024)
AFFINIUS CAPITAL MANAGEMENT LLC · 所有者与执行高管(CRD 158190)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/158190
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| SOLOMON, CRAIG, HARRIS | 个人 | CIO AND BOARD MEMBER AFFINIUS CAPITAL LLC | 是 | NA |
| AFFINIUS CAPITAL LLC | 境内实体 | MEMBER | 是 | E |
| O'DONNELL, LEONARD, JEFFREY | 个人 | CEO AND BOARD MEMBER AFFINIUS CAPITAL LLC | 是 | NA |
| GOLUB, LAURIE, FRAN | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| BOYD, MICHAEL, ALAN | 个人 | BOARD MEMBER | 是 | NA |
| DONNELLY, RACHEL, ANN | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管(17 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| AFFINIUS HOLDINGS LLC | MEMBER | 是 |
| JFLC, LLC | MEMBER | 是 |
| JDRE HOLDINGS, LLC | MEMBER | — |
| NBT CAPITAL, LLC | MEMBER | — |
| FWRE HOLDINGS, LLC | MEMBER | — |
| FK INVESTMENT HOLDINGS, LLC | MEMBER | — |
| TKT HOLDINGS, LLC | MEMBER | — |
| TKT INVESTMENTS, LLC | MEMBER | — |
| O'DONNELL, LEONARD, JEFFREY | CONTROL PERSON | 是 |
| WOLFF, FRITZ, HEATH | MEMBER | — |
| DAVIDSON, JAMES, ALAN | TRUSTEE OF DAVIDSON LIVING TRUST | — |
| WOLFF, KATHERINE, ELIZABETH | MEMBER | — |
| DAVIDSON LIVING TRUST | MEMBER | — |
| DAVIDSON, JULIA, LOEWY | TRUSTEE OF DAVIDSON LIVING TRUST | — |
| DAVIDSON 2004 CHILDREN'S TRUST | MEMBER | — |
| DAVIDSON, JAMES, ALAN | TRUSTEE OF DAVIDSON 2004 CHILDREN'S TRUST | — |
| DAVIDSON, JULIA, LOEWY | TRUSTEE OF DAVIDSON 2004 CHILDREN'S TRUST | — |
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。
