← 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（11/21/2024）
PRUDENT MAN ADVISORS, LLC · 所有者与执行高管（CRD 301973）
机构事实页：PRUDENT MAN ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/301973
Schedule A · 直接所有者（5 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| RAGUS, LORI, ANN | 个人 | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 是 | NA |
| MARTENS, JONATHAN, RAY | 个人 | FINANCIAL AND OPERATIONS PRINCIPAL | — | NA |
| PMA ACQUISITION, LLC | 境内实体 | MEMBER | 是 | E |
| Alton, Todd, William | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| DAVIS, JAMES, O'NEILL | 个人 | EXECUTIVE CHAIRMAN | 是 | NA |
Schedule B · 执行高管（21 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| PMA INTERMEDIATE HOLDINGS, LLC | SOLE MEMBER | 是 |
| PMA PARENT HOLDINGS, LLC | SOLE MEMBER | 是 |
| TA PMA INTERMEDIATE, LLC | SOLE MEMBER | 是 |
| TA PMA PURCHASER, LLC | SOLE MEMBER | 是 |
| PMA-PTA HOLDINGS, LLC | SOLE MEMBER | 是 |
| TA ASSOCIATES PMA HOLDINGS, LLC | MEMBER | 是 |
| TA XIV-B PMA SUBSIDIARY PARTNERSHIP, L.P. | MEMBER | 是 |
| TA XIV-B PMA BLOCKER CORP. | LIMITED PARTNER | 是 |
| TA ASSOCIATES XIV GP, L.P. | GENERAL PARTNER | 是 |
| TA XIV-B, L.P. | SHAREHOLDER | 是 |
| TA XIV-A, L.P. | MEMBER | 是 |
| TA ASSOCIATES XIV GP, L.P. | GENERAL PARTNER | 是 |
| TA ASSOCIATES XIV GP, L.P. | GENERAL PARTNER | 是 |
| TA ASSOCIATES CAYMAN, LLC | GENERAL PARTNER | 是 |
| DONALD J. EDWARDS REVOCABLE TRUST | LIMITED PARTNER | 是 |
| PINNACLE FF AGGREGATOR, LLC | MEMBER | 是 |
| FLEXPOINT FUND V-A, L.P. | SOLE MEMBER | 是 |
| FLEXPOINT MANAGEMENT V, L.P. | GENERAL PARTNER | 是 |
| EDWARDS, DONALD, JOSEPH | TRUSTEE | 是 |
| FLEXPOINT ULTIMATE MANAGEMENT V, LLC | GENERAL PARTNER | 是 |
| EDWARDS, DONALD, JOSEPH | SOLE 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。
