← 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(10/09/2024)
IEQ CAPITAL, LLC · 所有者与执行高管(CRD 301819)
机构事实页:IEQ CAPITAL, LLC 事实页 → | 官方原文:IAPD firm-summary/301819
Schedule A · 直接所有者(10 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| HORWITZ, DEAN, ISAAC | 个人 | CHIEF OPERATIONS OFFICER | 是 | NA |
| ZAFRAN, ALAN | 个人 | MANAGING PARTNER | 是 | NA |
| HARRISON, ERIC, SCOTT | 个人 | MANAGING PARTNER | 是 | NA |
| KESHET, LIOR | 个人 | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | 是 | NA |
| SKINNER, ROBERT, JOHN | 个人 | MANAGING PARTNER | 是 | NA |
| PETERSON, BETHANY, JANE | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| IEQ MIDCO III, LLC | 境内实体 | MANAGING MEMBER | 是 | E |
| WHYTE, MEGAN, JANE | 个人 | EXECUTIVE TEAM MEMBER | — | NA |
| WESTSMITH, JEFFREY, S | 个人 | EXECUTIVE TEAM MEMBER | — | NA |
| BOEDING, CHAD, LOUIS | 个人 | MANAGING PARTNER | 是 | NA |
Schedule B · 执行高管(7 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| SKINNER, ROBERT, JOHN | MANAGING MEMBER | 是 |
| IEQ FOUNDERS, LLC | MEMBER | 是 |
| IEQ MIDCO II, LP | MANAGING MEMBER | 是 |
| IEQ MIDCO II GP, LLC | GENERAL PARTNER | — |
| IEQ MIDCO I, LLC | LIMITED PARTNER | — |
| IEQ HOLDINGS, LLC | MEMBER | 是 |
| IEQ CAPITAL MANAGEMENT, LLC | MANAGING MEMBER | 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。
