← 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(05/10/2024)
CFO4LIFE GROUP, LLC · 所有者与执行高管(CRD 287600)
机构事实页:CFO4LIFE GROUP, LLC 事实页 → | 官方原文:IAPD firm-summary/287600
Schedule A · 直接所有者(4 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MCMELLIAN, LEVI, GLENN | 个人 | CHIEF EXECUTIVE OFFICER, EXECUTIVE DIRECTOR | 是 | NA |
| CHASTAIN, BRIAN, METFORD | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| WOODARD, KEVIN, SEAN | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| FOCUS OPERATING, LLC | 境内实体 | MEMBER/MANAGER | 是 | E |
Schedule B · 执行高管(10 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| FOCUS FINANCIAL PARTNERS, LLC | MEMBER | 是 |
| FOCUS FINANCIAL PARTNERS INC. | MEMBER | 是 |
| FERDINAND FFP ACQUISITION LLC | SHAREHOLDER CLASS A COMMON STOCK | 是 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER CLASS B COMMON STOCK | 是 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | MEMBER | 是 |
| FERDINAND FFP PARENT, INC. | MEMBER | 是 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER | 是 |
| CD&R FERDINAND HOLDINGS, L.P. | PARTNER | 是 |
| CD&R FERDINAND CO-INVESTOR, L.P. | PARTNER | 是 |
| CLAYTON DUBILIER & RICE FUND XII, L.P. | PARTNER | 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。
