← 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)
CENTEROAK ADVISER, L.P. · 所有者与执行高管(CRD 175156)
机构事实页:CENTEROAK ADVISER, L.P. 事实页 → | 官方原文:IAPD firm-summary/175156
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| SALIM, MICHAEL, DAVID | 个人 | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, IC MEMBER | 是 | NA |
| FOJTASEK, RANDALL, SCOTT | 个人 | CHIEF EXECUTIVE OFFICER, LIMITED PARTNER, IC MEMBER | 是 | NA |
| SUTHERLAND, GILBERT, JASON DOYLE | 个人 | IC MEMBER | 是 | NA |
| HENRY, WILLIAM, MARK | 个人 | IC MEMBER | 是 | NA |
| CENTEROAK GP I, INC. | 境内实体 | GENERAL PARTNER | 是 | NA |
| MENEHUNE, L.P. | 境内实体 | LIMITED PARTNER | — | E |
Schedule B · 执行高管(7 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| FOJTASEK, RANDALL, SCOTT | CHIEF EXECUTIVE OFFICER, SOLE DIRECTOR OF CENTEROAK GP I, INC. | 是 |
| WHEELHOUSE CAPITAL, LLC | GENERAL PARTNER OF MENEHUNE, LP | — |
| FOJTASEK, RANDALL, SCOTT | EXECUTIVE, GRANTOR TRUST MEMBER OF WHEELHOUSE CAPITAL, LLC | 是 |
| FOJTASEK 2022 TRUST | LIMITED PARTNER OF MENEHUNE, LP | — |
| OLAMAIE FOJTASEK TRUST | LIMITED PARTNER OF MENEHUNE, LP | — |
| FOJTASEK, RANDALL, SCOTT | TRUSTEE OF FOJTASEK 2022 TRUST | 是 |
| FOJTASEK, RANDALL, SCOTT | ADVISER OF OLAMAIE FOJTASEK TRUST | — |
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。
