← 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(06/03/2024)
TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP · 所有者与执行高管(CRD 286614)
机构事实页:TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP 事实页 → | 官方原文:IAPD firm-summary/286614
Schedule A · 直接所有者(7 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| GREENE, MORLEY | 个人 | FOUNDER AND EXECUTIVE CHAIRMAN | 是 | NA |
| TREZ CAPITAL GROUP LP | 境外实体 | SOLE LIMITED PARTNER | 是 | E |
| TREZ CAPITAL FUND MANAGEMENT (2011) CORPORATION | 境外实体 | GENERAL PARTNER | 是 | NA |
| LAFONTAINE, SANDRA | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| KIRKHAM, BRYAN, RICHARD DEAN | 个人 | PRESIDENT | 是 | NA |
| MARAGLIANO, GIOVANNI | 个人 | CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | 是 | NA |
| SKOGEN, CHRISTIAN | 个人 | CHIEF RISK OFFICER | — | NA |
Schedule B · 执行高管(9 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| JOMASA CAPITAL INC. | LIMITED PARTNER | 是 |
| TREZ CAPITAL GROUP GP INC. | GENERAL PARTNER | 是 |
| GREENE, MORLEY | PREFERRED SHAREHOLDER | 是 |
| THE GREENE INVESTMENT TRUST | COMMON SHAREHOLDER | 是 |
| 1235752 BC UNLIMITED LIABILITY CORPORATION | LIMITED PARTNER | 是 |
| BRECKENRIDGE CANADIAN INVESTMENTS INC. | SHAREHOLDER | 是 |
| JDH WEALTH MANAGEMENT | SHAREHOLDER | 是 |
| HUTCHINSON, JOHN | TRUSTEE | 是 |
| GREENE, MORLEY | 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。
