← 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(03/27/2024)
LAFAYETTE ADVISORS LLC · 所有者与执行高管(CRD 165241)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/165241
Schedule A · 直接所有者(8 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WILBANKS, WAYNE, FREEMAN | 个人 | PRESIDENT, CLASS A MANAGER | 是 | NA |
| WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | 境内实体 | MEMBER | 是 | D |
| BELSHE, JENNIFER, MARIE | 个人 | VICE PRESIDENT & CLASS B MANAGER | — | NA |
| NOVUS ADVISORS | 境内实体 | MEMBER | 是 | D |
| ELLIOTT, DAVID, JAMES KYLE | 个人 | ASSISTANT VICE PRESIDENT | — | NA |
| SCHEFFEL, ROGER, HERMAN | 个人 | ASSISTANT VICE PRESIDENT | — | NA |
| CONNELLY, CHRISTOPHER, GEORGE | 个人 | ASSISTANT VICE PRESIDENT | — | NA |
| GARBER, THERESA, ANN | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
Schedule B · 执行高管(5 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| WILBANKS FAMILY, LLC | MEMBER | 是 |
| WILBANKS, WAYNE, FREEMAN | MEMBER | 是 |
| BELSHE, JENNIFER, MARIE | MEMBER | 是 |
| CONNELLY, CHRISTOPHER, GEORGE | MEMBER | 是 |
| ROSEMONT PARTNERS III, LP | MEMBER | — |
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。
