← 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(03/27/2024)
HOLOCENE ADVISORS, LP · 所有者与执行高管(CRD 287999)
机构事实页:HOLOCENE ADVISORS, LP 事实页 → | 官方原文:IAPD firm-summary/287999
Schedule A · 直接所有者(13 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| HOLOCENE GP, LLC | 境内实体 | GENERAL PARTNER | 是 | NA |
| HALEY, JOHN, BRANDON | 个人 | CHIEF INVESTMENT OFFICER | 是 | C |
| DAILEY, JULIA, BRAUNSTEIN | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| WALBRIDGE, BRADLEY, MARK | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| FORTUNE, BRIAN, HOWARD | 个人 | GENERAL COUNSEL | 是 | NA |
| SONI, VISHAL, GIRISHKUMAR | 个人 | CHIEF RISK OFFICER | 是 | NA |
| FLETT HALEY GRANTOR RETAINED ANNUITY TRUST | 境内实体 | LIMITED PARTNER | 是 | D |
| ANNA FLETT IRREVOCABLE FAMILY TRUST OF 2016 | 境内实体 | LIMITED PARTNER | 是 | C |
| HALEY, JOHN, BRANDON | 个人 | TRUSTEE, ANNA FLETT IRREVOCABLE FAMILY TRUST OF 2016 | 是 | C |
| ALBERT, ERIC, MILO | 个人 | CHIEF COMPLIANCE OFFICER & LEGAL COUNSEL | 是 | NA |
| FLETT, ANNA, LAURA | 个人 | TRUSTEE, FLETT HALEY GRANTOR RETAINED ANNUITY TRUST | — | D |
| Marcus, Jennifer, Esther | 个人 | TRUSTEE, FLETT HALEY GRANTOR RETAINED ANNUITY TRUST | — | D |
| Marcus, Jennifer, Esther | 个人 | TRUSTEE, ANNA FLETT IRREVOCABLE FAMILY TRUST OF 2016 | — | C |
Schedule B · 执行高管(5 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| HALEY, JOHN, BRANDON | MANAGING MEMBER | 是 |
| HALEY, JOHN, BRANDON | TRUSTEE | 是 |
| FLETT, ANNA, LAURA | TRUSTEE | — |
| Marcus, Jennifer, Esther | TRUSTEE | — |
| Marcus, Jennifer, Esther | TRUSTEE | — |
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。
