← 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(07/15/2024)
MAVEN CAPITAL PARTNERS, LLC · 所有者与执行高管(CRD 300626)
机构事实页:MAVEN CAPITAL PARTNERS, LLC 事实页 → | 官方原文:IAPD firm-summary/300626
Schedule A · 直接所有者(8 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| COHN, GREGORY, STEWART | 个人 | MANAGING PARTNER | 是 | NA |
| MAVEN CAPITAL ADVISORS, LLC | 境内实体 | OWNER | 是 | C |
| BERNHARDT, ANDREW, GRAY | 个人 | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | 是 | NA |
| DAVIES, THEODORE, JOSEPH | 个人 | MANAGING PARTNER | 是 | NA |
| FUNSTON, REID, THOMAS | 个人 | MANAGING PARTNER | 是 | NA |
| REICON WEALTH ADVISORS, LLC | 境内实体 | OWNER | 是 | C |
| DOUGLASS, STEPHANIE, BUSUTTIL | 个人 | MANAGING DIRECTOR | 是 | NA |
| SHORES, STEVEN, LAMONT | 个人 | OWNER | — | B |
Schedule B · 执行高管(22 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| COHN, GREGORY, STEWART | OWNER | 是 |
| WARAMAUG VENTURES, LLC | MANAGING MEMBER | 是 |
| FUNSTON, REID, THOMAS | TRUSTEE | 是 |
| FUNSTON FAMILY IRREVOCABLE TRUST | TRUSTEE | 是 |
| TJD VENTURES, LLC | MANAGING MEMBER | 是 |
| DAVIES, THEODORE, JOSEPH | TRUSTEE | 是 |
| BMAA SPECIAL ASSET TRUST | TRUSTEE | 是 |
| DAVIES FAMILY SURVIVORSHIP TRUST | TRUSTEE | 是 |
| MATHIESON VENTURES, LLC | MANAGING MEMBER | 是 |
| MCCLAIN, LORRAINE, OSCHER | TRUSTEE | 是 |
| MCCLAIN, FORREST, GARVIN | TRUSTEE | 是 |
| BERNHARDT, ANDREW, GRAY | OWNER | 是 |
| SHORES, STEVEN, LAMONT | OWNER | — |
| FUNSTON, REID, THOMAS | TRUSTEE | 是 |
| FUNSTON, WILLIAM, HENRY | TRUSTEE | 是 |
| FUNSTON, GRACE, CATHERINE | TRUSTEE | 是 |
| FUNSTON, SIDNEY, ROSE | TRUSTEE | 是 |
| DAVIES, DANIELLE, MISTELE | TRUSTEE | 是 |
| DAVIES, BRENDAN, MITCHELL | TRUSTEE | 是 |
| DAVIES, MICHAEL, JOSEPH | TRUSTEE | 是 |
| DAVIEES, AIDAN, DORRANCE | TRUSTEE | 是 |
| DAVIES, AUDREY, MICHELLE | 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。
