← 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(06/05/2024)
MUZINICH & CO., INC. · 所有者与执行高管(CRD 22998)
机构事实页:MUZINICH & CO., INC. 事实页 → | 官方原文:IAPD firm-summary/22998
Schedule A · 直接所有者(14 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MUZINICH, GEORGE, MILAN | 个人 | EXECUTIVE CHAIRMAN, DIRECTOR & SHAREHOLDER | 是 | E |
| LUDWIG, MICHAEL | 个人 | CO-CHIEF FINANCIAL OFFICER & DIRECTOR | 是 | NA |
| CLARK, MARK, WILLIAM | 个人 | CO-CHIEF FINANCIAL OFFICER | 是 | NA |
| 2008 MUZINICH FAMILY TRUST | 境内实体 | SHAREHOLDER | — | B |
| RIVKIN, CHERYL, OBEDIN | 个人 | CHIEF ADMINISTRATIVE OFFICER & DIRECTOR, COMPLIANCE & DIRECTOR | 是 | NA |
| MUZINICH 2011 GST EXEMPT FAMILY TRUST | 境内实体 | SHAREHOLDER | — | B |
| FEHRE, PAUL, FREDERICK | 个人 | CHIEF OPERATING OFFICER & DIRECTOR | 是 | NA |
| KREINIK, STEVEN, MARC | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| KAUFMAN, ADAM, KYLE | 个人 | CHIEF LEGAL OFFICER & DIRECTOR | 是 | NA |
| TOM, FENTON, CHARLES | 个人 | HEAD OF STRATEGY AND HUMAN CAPITAL & DIRECTOR | 是 | NA |
| BAKER, ANNMARIE, THERESA | 个人 | DIRECTOR | 是 | NA |
| GM TRUST G | 境内实体 | SHAREHOLDER | — | B |
| GM TRUST A | 境内实体 | SHAREHOLDER | — | B |
| MUZINICH, JUSTIN, GEORGE | 个人 | CHIEF EXECUTIVE OFFICER & DIRECTOR | 是 | NA |
Schedule B · 执行高管(6 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| KAUFMAN, ADAM, KYLE | TRUSTEE | 是 |
| Stanger, Nancy, Michelle | TRUSTEE | — |
| MUZINICH, JUSTIN, GEORGE | TRUSTEE | 是 |
| KAUFMAN, ADAM, KYLE | TRUSTEE | 是 |
| HALPERIN, ALAN | TRUSTEE | — |
| HALPERIN, ALAN | TRUSTEE | — |
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。
