← 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(12/03/2024)
FACET WEALTH, INC · 所有者与执行高管(CRD 285961)
机构事实页:FACET WEALTH, INC 事实页 → | 官方原文:IAPD firm-summary/285961
Schedule A · 直接所有者(12 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WEISS, BRENT, MITCHELL | 个人 | CO-FOUNDER | 是 | A |
| Jones, Anderson, Egan | 个人 | CHIEF EXECUTIVE OFFICER AND DIRECTOR | 是 | A |
| MCKENNA, PATRICK, ROYAL | 个人 | EXECUTIVE CHAIRMAN AND DIRECTOR | 是 | A |
| HUFMAN, CHRISTOPHER, JOHN | 个人 | CHIEF ADMIN OFFICER/CHIEF COMPLIANCE OFFICER | 是 | NA |
| STEIN, JEFFREY, SCOTT | 个人 | DIRECTOR | 是 | NA |
| SCHELL, TODD, MARSHALL | 个人 | DIRECTOR | 是 | NA |
| ROAME, CHARLES, MICHAEL | 个人 | DIRECTOR | 是 | NA |
| WARBURG PINCUS PRIVATE EQUITY XII, LP | 境内实体 | SHAREHOLDER | — | B |
| WARBURG PINCUS FINANCIAL SECTOR, LP | 境内实体 | SHAREHOLDER | — | B |
| DURABLE CAPITAL MASTER FUND LP | 境外实体 | SHAREHOLDER | — | B |
| JOSHI, SHRUTI, SATISH | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| PATEL, DARSHAN, BHUPENDRA | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
Schedule B · 执行高管(3 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| WARBURG PINCUS XII, L.P. | GENERAL PARTNER | 是 |
| WARBURG PINCUS FINANCIAL SECTOR GP, L.P. | GENERAL PARTNER | 是 |
| DURABLE CAPITAL ASSOCIATES LLC | GENERAL PARTNER | — |
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。
