← 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(01/10/2024)
INSCRIPTION FAMILY OFFICE, LLC · 所有者与执行高管(CRD 301900)
机构事实页:INSCRIPTION FAMILY OFFICE, LLC 事实页 → | 官方原文:IAPD firm-summary/301900
Schedule A · 直接所有者(5 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| TRULLENQUE, ALVARO | 个人 | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 是 | D |
| MERCHANT WEALTH MANAGEMENT HOLDINGS, LLC | 境内实体 | OWNER | — | A |
| OEB WEALTH HOLDINGS, INC. | 境内实体 | MEMBER | — | B |
| PSMC INTERESTS, INC. | 境内实体 | MEMBER | — | B |
| MOE, INC. | 境内实体 | MEMBER | — | B |
Schedule B · 执行高管(5 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| OSTER, MARC, PAUL | OWNER | 是 |
| MERCHANT INVESTMENT MANAGEMENT, LLC | MEMBER | — |
| MERCHANT INVESTMENT MANAGEMENT HOLDINGS LLC | MEMBER | — |
| EUSTIS JR., DAVID, L | OWNER | 是 |
| BOVA, BRIAN, JAMES | OWNER | 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。
