← 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(09/27/2024)
PEARL LANE ADVISORS, LLC · 所有者与执行高管(CRD 172681)
机构事实页:PEARL LANE ADVISORS, LLC 事实页 → | 官方原文:IAPD firm-summary/172681
Schedule A · 直接所有者(12 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| REICK, TIMOTHY, WILLIAM | 个人 | PRESIDENT | 是 | B |
| HILL, RAYMOND, ALEXANDER | 个人 | MANAGING MEMBER | 是 | B |
| FONTANA, VICTOR, JOSEPH | 个人 | CHIEF OPERATING OFFICER, VICE PRESIDENT | 是 | B |
| NOWACK, ANDREW, PETER | 个人 | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — | NA |
| DANIELS, SCOTT, DAVID | 个人 | TREASURER | 是 | B |
| FONTANA, VICTOR, J | 个人 | SECRETARY | 是 | B |
| MOSS, KEVIN, SCOTT | 个人 | MANAGING MEMBER | 是 | B |
| THE DANIELS GST TRUST | 境内实体 | NON-MANAGING MEMBER | — | B |
| FONTANA GST TRUST | 境内实体 | NON-MANAGING MEMBER | — | B |
| MUNAFO, CHRISTIAN, THOMAS | 个人 | MANAGING MEMBER | 是 | A |
| THE CHRISTIAN T MUNAFO 2021 TRUST | 境内实体 | NON-MANAGING MEMBER | — | A |
| THE CHRISTIAN T. MUNAFO LIVING REVOCABLE TRUST | 境内实体 | MANAGING MEMBER | 是 | A |
Schedule B · 执行高管(7 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| DANIELS, SCOTT, DAVID | TRUSTEE - FONTANA GST TRUST | 是 |
| FONTANA, CHRISTINE, LYNN | TRUSTEE - FONTANA GST TRUST | 是 |
| FONTANA, VICTOR, JOSEPH | TRUSTEE - THE DANIELS GST TRUST | 是 |
| DANIELS, TERI, ANN | TRUSTEE - THE DANIELS GST TRUST | 是 |
| Munafo, Allison, Anne | TRUSTEE - THE CHRISTIAN T MUNAFO 2021 TRUST | 是 |
| sparks, jennifer | TRUSTEE - THE CHRISTIAN T MUNAFO 2021 TRUST | 是 |
| MUNAFO, CHRISTIAN, THOMAS | TRUSTEE - CHRISTIAN T MUNAFO LIVING REVOCABLE TRUST | 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。
