← 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（02/18/2022）
VIRIDIAN RIA, LLC · 所有者与执行高管（CRD 171332）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/171332
Schedule A · 直接所有者（8 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| VIRIDIAN INVESTMENT MANAGEMENT, LLC | 境内实体 | MANAGING MEMBER | 是 | E |
| JONES, CHRISTOPHER, LEIGH | 个人 | EVP | 是 | NA |
| RAFFONE, LAWRENCE, MICHAEL | 个人 | CEO/PRESIDENT | 是 | NA |
| ANTONE, LEWIS, EMERSON | 个人 | EVP, GENERAL COUNSEL, SECRETARY | 是 | NA |
| O'DONNELL, KELLY, SUSAN | 个人 | EVP, HEAD OF WORKPLACE | 是 | NA |
| ROBBINS, JONATHAN, DAVID | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| RAMOS, MARIO, MARQUES | 个人 | EVP & CFO | 是 | NA |
| NEDDER, JOSEPH, ARTHUR | 个人 | EVP, HR & COO | 是 | NA |
Schedule B · 执行高管（11 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| APPROPRIATE BALANCE HOLDINGS, LLC | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES, LLC | MANAGING MEMBER | 是 |
| THE EDELMAN FINANCIAL ENGINES CENTER, LLC | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES HOLDINGS IV, LLC | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES HOLDINGS III, LLC | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES HOLDINGS I, LLC | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES HOLDINGS II, INC. | MANAGING MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES HOLDINGS I, LLC | SOLE STOCKHOLDER | 是 |
| EDELMAN FINANCIAL ENGINES, L.P. | MEMBER | 是 |
| EDELMAN FINANCIAL ENGINES INVESTMENTS, LLC | MEMBER | 是 |
| H&F FLIGHT GP, LLC | GENERAL PARTNER | 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。
