PUBLIC TRUST ADVISORS, LLC 所有者与高管 · ADV 申报口径

← 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（12/10/2024）

PUBLIC TRUST ADVISORS, LLC · 所有者与执行高管（CRD 159189）

名称	类型	职务 / 身份	控制人	持股方式
TIGHT, THOMAS, N.	个人	MANAGING DIRECTOR	是	NA
ALTON, TODD, WILLIAM	个人	CHIEF EXECUTIVE OFFICER	是	NA
WELSH, JENNIFER, TOMASZ	个人	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	是	NA
WAUD, OTHNEIL, STOCKWELL	个人	CHIEF INVESTMENT OFFICER	是	NA
FITZGERALD, SANDRA	个人	CHIEF FINANCIAL OFFICER	是	NA
SUGRUE, BRIAN	个人	CHIEF INFORMATION OFFICER	是	NA
STARR, MATTHEW	个人	MANAGING DIRECTOR	是	NA
DAVIS, JAMES, O'NEILL	个人	EXECUTIVE CHAIRMAN	是	NA
PINNACLE PURCHASER, LLC	境内实体	MEMBER	是	E

名称	职务	控制人
FLEXPOINT FUND V-A, L.P.	SOLE MEMBER	是
PINNACLE INTERMEDIATECO, LLC	SOLE MEMBER	是
PINNACLE EQUITYCO, LLC	SOLE MEMBER	是
PMA PARENT HOLDINGS, LLC	SOLE MEMBER	是
TA PMA INTERMEDIATE, LLC	SOLE MEMBER	是
TA PMA PURCHASER, LLC	SOLE MEMBER	是
PMA-PTA HOLDINGS, LLC	SOLE MEMBER	是
TA ASSOCIATES PMA HOLDINGS, LLC	MEMBER	是
TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P.	MEMBER	是
TA XIV-B PMA BLOCKER CORP	LIMITED PARTNER	是
TA ASSOCIATE XIV GP, L.P.	GENERAL PARTNER	是
TA XIV-B, L.P.	SHAREHOLDER	是
TA XIV-A, L.P.	MEMBER	是
TA ASSOCIATES XIV GP, L.P.	GENERAL PARTNER	是
TA ASSOCIATES XIV GP, L.P.	GENERAL PARTNER	是
TA ASSOCAITES CAYMAN, LLC	GENERAL PARTNER	是
PINNACLE FF AGGREGATOR, LLC	MEMBER	是
FLEXPOINT MANAGEMENT V, L.P.	GENERAL PARTNER	是
DONALD J EDWARDS REVOCABLE TRUST	LIMITED PARTNER	是
EDWARDS, DONALD, JOSEPH	TRUSTEE	是
FLEXPOINT ULTIMATE MANAGEMENT V, LLC	GENERAL PARTNER	是
EDWARDS, DONALD, JOSEPH	SOLE MEMBER	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。