← 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（02/28/2024）
WEALHOUSE CAPITAL LIMITED PARTNERSHIP · 所有者与执行高管（CRD 282931）
机构事实页：WEALHOUSE CAPITAL LIMITED PARTNERSHIP 事实页 → | 官方原文：IAPD firm-summary/282931
Schedule A · 直接所有者（20 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| D.K. CONSULTING LTD. | 境外实体 | LIMITED PARTNER | — | A |
| WEALHOUSE MANAGEMENT GP INC. | 境外实体 | GENERAL PARTNER | 是 | NA |
| 2163167 ONTARIO LTD | 境外实体 | LIMITED PARTNER | 是 | C |
| AMOLINO GROUP INC. | 境外实体 | LIMITED PARTNER | 是 | C |
| MORRISON, SCOTT, ANDREW | 个人 | CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | 是 | NA |
| CHING, LYDIA, SUK-MAN | 个人 | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | 是 | NA |
| MOORE, THOMAS, ALAN | 个人 | SVP CLIENT OPERATIONS | — | NA |
| 2543748 ONTARIO LTD. | 境外实体 | GENERAL PARTNER | 是 | NA |
| 2859918 ONTARIO INC. | 境外实体 | LIMITED PARTNER | — | NA |
| 1000073701 ONTARIO INC. | 境外实体 | LIMITED PARTNER | — | NA |
| 1000439042 ONTARIO INC. | 境外实体 | LIMITED PARTNER | — | NA |
| A MARCHESE ANALYTICS INC. | 境外实体 | LIMITED PARTNER | — | NA |
| LABBAD HOLDINGS LIMITED | 境外实体 | LIMITED PARTNER | — | NA |
| SNAEFELL CONSULTING LIMITED | 境外实体 | LIMITED PARTNER | — | NA |
| 1000564548 ONTARIO INC. | 境外实体 | LIMITED PARTNER | — | NA |
| 1000677933 ONTARIO INC. | 境外实体 | LIMITED PARTNER | — | NA |
| 1000678564 ONTARIO INC. | 境外实体 | LIMITED PARTNER | — | NA |
| 1000674455 ONTARIO INC. | 境外实体 | LIMITED PARTNER | — | NA |
| 1000681513 ONTARIO INC. | 境外实体 | LIMITED PARTNER | — | NA |
| HINGORANI, VISHAL, MOHAN | 个人 | PRESIDENT & CO-CHIEF INVESTMENT OFFICER | 是 | NA |
Schedule B · 执行高管（17 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| MORRISON, SCOTT, ANDREW | MEMBER | 是 |
| BALSILLIE, JAMES, LAURENCE | SHAREHOLDER | 是 |
| KAVELMAN, DENNIS, GUSTAV | MEMBER | 是 |
| 2543748 ONTARIO LTD. | SHAREHOLDER | 是 |
| AMOLINO GROUP INC. | SHAREHOLDER | 是 |
| MORRISON, SCOTT, ANDREW | MEMBER | 是 |
| MOORE, THOMAS, ALAN | MEMBER | 是 |
| CHING, LYDIA, SUK-MAN | SHAREHOLDER | 是 |
| LEUNG, CHLOE, YOLANDA | SHAREHOLDER | 是 |
| MARCHESE, ANDY, MICHAEL | SHAREHOLDER | 是 |
| LABBAD, ANDREW, JAMES | MEMBER | 是 |
| HINGORANI, VISHAL, MOHAN | SHAREHOLDER | 是 |
| DOURAMAKOS, MICHAEL, JEROME | SHAREHOLDER | 是 |
| ALEXANDER-ORELLANA, CAILEY, TAYLOR | SHAREHOLDER | 是 |
| MOK, CYNTHIA, CYN TING | SHAREHOLDER | 是 |
| GAO, FEI, NMN | SHAREHOLDER | 是 |
| ANIS, JUSTIN, MARK | 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。
