← 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)
BLUEROCK FUND ADVISOR, LLC · 所有者与执行高管(CRD 165015)
机构事实页:BLUEROCK FUND ADVISOR, LLC 事实页 → | 官方原文:IAPD firm-summary/165015
Schedule A · 直接所有者(7 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| LOTTERMAN, ADAM, JASON | 个人 | CO-PORTFOLIO MANAGER | — | NA |
| KAMFAR, ROBERT, RAMIN | 个人 | CHAIRMAN | 是 | NA |
| RUDDY, JORDAN, BEN | 个人 | CO-PORTFOLIO MANAGER AND PRESIDENT | 是 | NA |
| BLUEROCK ASSET MANAGEMENT, LLC | 境内实体 | MEMBER | 是 | E |
| EMALA, JASON | 个人 | CHIEF LEGAL OFFICER | 是 | NA |
| EMALA, JASON | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| BLUEROCK HOLDINGS MANAGER, INC. | 境内实体 | MANAGER | 是 | NA |
Schedule B · 执行高管(6 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| BLUEROCK REAL ESTATE HOLDINGS, LLC | MEMBER | 是 |
| INTERVAL MANAGEMENT, LLC | MEMBER | 是 |
| KAMFAR, ROBERT, RAMIN | MEMBER | 是 |
| KAMFAR, ROBERT, RAMIN | SHAREHOLDER | 是 |
| INTERVAL MANAGEMENT OWNER, LLC | MEMBER | 是 |
| SEGREGATED ACCOUNT 30313 OF CROWN GLOBAL LIFE INSURANCE LTD. | 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。
