← 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（12/20/2024）
ELLEVEST, INC. · 所有者与执行高管（CRD 175476）
机构事实页：ELLEVEST, INC. 事实页 → | 官方原文：IAPD firm-summary/175476
Schedule A · 直接所有者（12 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| KRAWCHECK, SALLIE, LEE | 个人 | SHAREHOLDER (COMMON) | 是 | D |
| KROLL, CHARLES, HOPE | 个人 | SHAREHOLDER (COMMON) | — | B |
| MORNINGSTAR, INC | 境内实体 | SHAREHOLDER (COMMON) | — | B |
| KHOSLA VENTURES SEED C, LP | 境内实体 | SHAREHOLDER (PREFERRED) | — | A |
| RETHINK IMPACT, LP | 境内实体 | SHAREHOLDER (PREFERRED) | — | A |
| ALLIANZ STRATEGIC INVESTMENTS, LLC | 境内实体 | SHAREHOLDER (PREFERRED) | — | A |
| PSP GROWTH FUND 2017, L.L.C. | 境内实体 | SHAREHOLDER (PREFERRED) | — | A |
| PAYPAL, INC. | 境内实体 | SHAREHOLDER (PREFERRED) | — | A |
| MORNINGSTAR, INC. | 境内实体 | SHAREHOLDER (PREFERRED) | — | A |
| Hsiung, Connie | 个人 | CO-CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | 是 | NA |
| WRIGHT, JACK, D | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| KWAN, SYLVIA, SHIU HAN | 个人 | CO-CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | 是 | NA |
Schedule B · 执行高管（5 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| MANSUETO, JOSEPH, D | EXECUTIVE CHAIRMAN OF THE BOARD | 是 |
| KHOSLA VENTURES SEED ASSOCIATES C, LLC | MEMBER | 是 |
| SK IMPACT FUND, LLC | PARTNER | 是 |
| PSP GROWTH FUND 2017 HOLDCO, L.L.C. | MEMBER AND MANAGER | 是 |
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA | 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。
