← 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（10/25/2021）
ADVICEPERIOD, LLC · 所有者与执行高管（CRD 169828）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/169828
Schedule A · 直接所有者（5 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| STRAUB, JONATHAN, PAUL | 个人 | DIRECTOR | 是 | NA |
| LOCKSHIN, STEVEN, DAVID | 个人 | DIRECTOR | 是 | NA |
| SHIGEMURA-HILDEBRAND, ANN | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| MARINER WEALTH ADVISORS, LLC | 境内实体 | MANAGING MEMBER | 是 | E |
| DORIAN, ANNE, JENELLE | 个人 | SENIOR VICE PRESIDENT, GENERAL COUNSEL | — | NA |
Schedule B · 执行高管（27 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| MWA MIDCO, LLC | MANAGER | 是 |
| MWA HOLDCO, LLC | MANAGER | 是 |
| GEI VIII MW AGGREGATOR LLC | MEMBER | 是 |
| PERIDOT COINVEST MANAGER LLC | MANAGER | 是 |
| GEI VIII MW BLOCKER LLC | MEMBER | — |
| GREEN EQUITY INVESTORS VIII L.P. | MEMBER | — |
| GEI CAPITAL VIII, LLC | GENERAL PARTNER | 是 |
| GREEN EQUITY INVESTORS SIDE VIII L.P. | MEMBER | 是 |
| GEI CAPITAL VIII, LLC | GENERAL PARTNER | 是 |
| LGP MANAGEMENT, INC. | MANAGER | 是 |
| LEONARD GREEN & PARTNERS, L.P. | MANAGER | 是 |
| LGP MANAGEMENT, INC. | GENERAL PARTNER | 是 |
| EMERALD HOLDINGS II, L.P. | LIMITED PARTNER | 是 |
| THE DANHAKL REVOCABLE TRUST | LIMITED PARTNER | 是 |
| DANHAKL, JOHN, GLENN | TRUSTEE | 是 |
| THE SOKOLOFF FAMILY TRUST | LIMITED PARTNER | 是 |
| SOKOLOFF, JONATHAN, DAVIS | TRUSTEE | 是 |
| EMERALD HOLDINGS I, LLC | GENERAL PARTNER | 是 |
| THE SOKOLOFF FAMILY TRUST | MEMBER | 是 |
| THE DANHAKL REVOCABLE TRUST | MEMBER | 是 |
| PERIDOT COINVEST MANAGER LLC | MANAGER | 是 |
| 1248 HOLDINGS, LLC | MEMBER | 是 |
| BICKNELL, MARTIN, CHRISTOPHER | ELECTED MANAGER | 是 |
| MARTIN C. BICKNELL REVOCABLE TRUST DATED NOVEMBER 6, 2009 | MEMBER | 是 |
| O. GENE BICKNELL CHARITABLE LEAD TRUST OF 2009 | MEMBER | 是 |
| 1248 TRUST COMPANY, INC. | TRUSTEE | 是 |
| BICKNELL, MARTIN, CHRISTOPHER | 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。
