← 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（06/18/2024）
IPI PARTNERS, LLC · 所有者与执行高管（CRD 284694）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/284694
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ICONIQ CAPITAL, LLC | 境内实体 | MEMBER | 是 | D |
| IRON POINT DC MANAGEMENT, LLC | 境内实体 | MEMBER | 是 | D |
| A'HEARN, MATTHEW, RICHARD | 个人 | MANAGING DIRECTOR | 是 | NA |
| SATHE, NITIN, ANAND | 个人 | GENERAL COUNSEL | 是 | NA |
| BERKLEY, BRADLEY, TIPTON | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| CHEN, ALAN, (NMN) | 个人 | CHIEF COMPLIANCE OFFICER & ASSOCIATE COUNSEL | 是 | NA |
Schedule B · 执行高管（31 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| ICONIQ CAPITAL GROUP, L.P. | SOLE MEMBER | 是 |
| ICONIQ CAPITAL GROUP GP, LLC | GENERAL PARTNER | 是 |
| MAKAN, DIVESH, KANTHYLAL | SOLE MEMBER | 是 |
| IPREP MANAGEMENT, LP | SOLE MEMBER | 是 |
| JANES, WILLIAM, SARGENT | PARTNER | 是 |
| LYNCH, THOMAS, CHARLES | PARTNER | 是 |
| MCQUOWN, GENE, CARROLL | PARTNER | 是 |
| IPREP MANAGEMENT GP, LLC | GENERAL PARTNER | 是 |
| HAAS, RYAN, JOSEPH | PARTNER | 是 |
| JANES, WILLIAM, SARGENT | MEMBER | 是 |
| LYNCH, THOMAS, CHARLES | MEMBER | 是 |
| MCQUOWN, GENE, CARROLL | MEMBER | 是 |
| HAAS, RYAN, JOSEPH | MEMBER | 是 |
| ICONIQ MANAGEMENT HOLDINGS, LP | LIMITED PARTNER | 是 |
| ICONIQ FEEDER, LP | LIMITED PARTNER | 是 |
| ICONIQ CAPITAL GROUP GP, LLC | GENERAL PARTNER | 是 |
| ICONIQ CAPITAL GROUP GP, LLC | GENERAL PARTNER | 是 |
| MAKAN FAMILY TRUST DTD 10/10/05 | LIMITED PARTNER | 是 |
| MAKAN, DIVESH, KANTHYLAL | TRUSTEE | 是 |
| MAKAN, DIKSHA, (NMN) | TRUSTEE | 是 |
| FW IPI INVESTORS II, LLC | MEMBER | — |
| KEYSTONE ADVISORS, LP | MEMBER | 是 |
| KEYSTONE ADVISORS GENPAR, LLC | GENERAL PARTNER | 是 |
| KEYSTONE ADVISORS HOLDCO, LLC | LIMITED PARTNER | 是 |
| KEYSTONE ADVISORS HOLDCO, LLC | MEMBER | 是 |
| FW GP HOLDCO, LLC | MANAGER | 是 |
| FW GP HOLDCO, LLC | MANAGER | 是 |
| LIVE OAK TRUST | MEMBER | 是 |
| Hebert, Jay, Howell | MEMBER | 是 |
| BASS, ROBERT, MUSE | CO-TRUSTEE | 是 |
| Bass, Anne, Thaxton | CO-TRUSTEE | 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。
