← 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(03/28/2023)
GOLDENROD CAPITAL ADVISORS, LLC · 所有者与执行高管(CRD 298448)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/298448
Schedule A · 直接所有者(4 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| GOLDENROD VENTURES, LLC | 境内实体 | MEMBER & DIRECT OWNER | 是 | E |
| WIEGERT, ZACHARY, ALLEN | 个人 | MANAGING PRINCIPAL AND MANAGING MEMBER | 是 | NA |
| MEISTER, THOMAS, JON | 个人 | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 是 | NA |
| FUXA, CHARLES, EDWARD | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
Schedule B · 执行高管(5 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| WIEGERT, ZACHARY, ALLEN | MANAGING PRINCIPAL AND MANAGING MEMBER | 是 |
| GOLDENROD COMPANIES, LLC | MEMBER & DIRECT OWNER | 是 |
| WIEGERT FAMILY TRUST; TERRENCE S. CONNEALY AND ZACHARY A. WIEGERT, CO-TRUSTEES | MEMBER AND INDIRECT OWNER | — |
| WIEGERT, ZACHARY, ALLEN | CO-TRUSTEE | 是 |
| CONNEALY, TERRENCE, SEAN | 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。
