← 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(04/29/2024)
KAILAI ADVISERS LTD. · 所有者与执行高管(CRD 161692)
机构事实页:KAILAI ADVISERS LTD. 事实页 → | 官方原文:IAPD firm-summary/161692
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CLARITY CHINA HOLDINGS, LLC | 境内实体 | SHAREHOLDER OF KAILAI ADVISERS LTD. | 是 | D |
| LIU, XIAO, HUA | 个人 | DIRECTOR OF KAILAI ADVISERS LTD. | 是 | C |
| LEE, DAVID, LI | 个人 | DIRECTOR OF KAILAI ADVISERS LTD. | 是 | B |
| WILSON, GARY, LEE | 个人 | DIRECTOR OF KAILAI ADVISERS LTD. | 是 | B |
| PORTER, BARRY, ALAN | 个人 | DIRECTOR OF KAILAI ADVISERS LTD. | 是 | B |
| KESSLER, WILLIAM, JACK | 个人 | CFO/CCO OF KAILAI ADVISERS LTD. | 是 | NA |
Schedule B · 执行高管(16 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| RADER, STEPHEN, PAUL | TRUSTEE | 是 |
| WALKER, CLINTON, WILLIAM | TRUSTEE | 是 |
| GUTFREUND, JOSHUA, LEE | TRUSTEE | 是 |
| KESSLER, WILLIAM, JACK | MANAGING MEMBER | 是 |
| ALEGRE TRUST DATED 1/21/00 | MANAGING MEMBER | 是 |
| LEE, DAVID, LI | TRUSTEE | 是 |
| LEE, ELLEN, WANG | TRUSTEE | 是 |
| RADER LIVING TRUST DTD 9/1/94 | MANAGING MEMBER | 是 |
| THE NAUTILUS TRUST, DTD 09/10/99 | MANAGING MEMBER | 是 |
| PORTER, BARRY, ALAN | TRUSTEE | 是 |
| PORTER, LEA, LISBON | TRUSTEE | 是 |
| RADER, ANNE, WILSON | TRUSTEE | 是 |
| WALKER LIVING TRUST | MANAGING MEMBER | 是 |
| GUTFREUND TRUST DTD 6/17/02 | MANAGING MEMBER | 是 |
| REINFRANK LIVING TRUST DTD 6/13/95 | MEMBER | — |
| REINFRANK, RALPH, RUDOLPH | 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。
