← 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）
CHILTON INVESTMENT SERVICES, LLC · 所有者与执行高管（CRD 159306）
机构事实页：CHILTON INVESTMENT SERVICES, LLC 事实页 → | 官方原文：IAPD firm-summary/159306
Schedule A · 直接所有者（13 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CHILTON, RICHARD, LOCKWOOD | 个人 | CHAIRMAN, CHIEF INVESTMENT OFFICER - EQUITIES, DIRECTOR | 是 | NA |
| LICKLE, GARRISON, DU PONT | 个人 | DIRECTOR | 是 | NA |
| HORAN, TIMOTHY, WESTON APPLEGATE | 个人 | EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER - FIXED INCOME | 是 | NA |
| CHILTON TRUST, INC. | 境内实体 | SHAREHOLDER | 是 | E |
| WAINWRIGHT, JONATHAN, MAYHEW | 个人 | DIRECTOR | 是 | NA |
| GOSS, PORTER, JOHNSTON | 个人 | DIRECTOR | 是 | NA |
| KIM, PETER, SUNIL | 个人 | MANAGING DIRECTOR, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | 是 | NA |
| FOSTER, JENNIFER, LEAHY | 个人 | CO-CHIEF INVESTMENT OFFICER - EQUITIES AND PORTFOLIO MANAGER | 是 | NA |
| HAMAR, GEORGE, DAVID PHELPS | 个人 | MANAGING DIRECTOR, HEAD OF WEALTH ADVISORY | — | NA |
| ANDERSON, PEPPER, LINDSLEY | 个人 | PRESIDENT & CHIEF EXECUTIVE OFFICER | 是 | NA |
| WEYMOUTH, ELIZABETH, KIRK | 个人 | DIRECTOR | 是 | NA |
| HILTON, JOHN, ALLEN | 个人 | DIRECTOR | 是 | NA |
| WEISSMAN, ROSS, MICHAEL | 个人 | MANAGING DIRECTOR - CHIEF FINANCIAL OFFICER | 是 | NA |
Schedule B · 执行高管（1 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| CHILTON, RICHARD, LOCKWOOD | SHAREHOLDER | 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。
