← 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（05/15/2020）
ASSUREDPARTNERS FINANCIAL SERVICES, LLC · 所有者与执行高管（CRD 304454）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/304454
Schedule A · 直接所有者（8 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ASSUREDPARTNERS CAPITAL, INC. | 境内实体 | SOLE MEMBER | 是 | E |
| CALLAHAM, JUSTIN P. | 个人 | PRESIDENT / CCO | 是 | NA |
| MCCLURE, JEFFREY MILTON | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| BARTOLETTI, DANTE PAUL | 个人 | FINOP | — | NA |
| RILEY, THOMAS EUGENE | 个人 | ELECTED MANAGER | 是 | NA |
| VRENDENBURG, PAUL ANDREW | 个人 | ELECTED MANAGER | 是 | NA |
| HENDERSON, JIMMY WILSON | 个人 | ELECTED MANAGER | 是 | NA |
| KINNETT, STANLEY K | 个人 | SECRETARY | 是 | NA |
Schedule B · 执行高管（24 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| HIRZEL IV PURPOSE TRUST | SHAREHOLDER | 是 |
| APAX GUERNSEY (HOLDCO) PCC LIMITED APAX IX CELL | SHAREHOLDER | 是 |
| APAX IX GP CO. LIMITED | GENERAL PARTNER | 是 |
| APAX IX USD GP L.P. INC. | GENERAL PARTNER | 是 |
| APAX IX USD GP L.P. INC. | GENERAL PARTNER | 是 |
| A9 USD (FEEDER) L.P. | LIMITED PARTNER | — |
| APAX IX USD L.P. | LIMITED PARTNER | — |
| APAX IX GP CO. LIMITED | SHAREHOLDER | 是 |
| YOGI BERRA AGGREGATOR GP CO. LIMITED | GENERAL PARTNER | 是 |
| YOGI BERRA AGGREGATOR GP CO. LIMITED | MEMBER | 是 |
| GTCR FUND XII/A LP | LIMITED PARTNER | 是 |
| GTCR INVESTMENT XII LLC | GENERAL PARTNER | 是 |
| GTCR PARTNERS XII/A&C LP | GENERAL PARTNER | 是 |
| GTCR PARTNERS XII/A&C LP | MEMBER | 是 |
| THE ASSUREDPARTNERS GROUP GP, LLC | GENERAL PARTNER | 是 |
| GTCR (AP) INVESTORS LP | LIMITED PARTNER | 是 |
| YOGI BERRA AGGREGATOR LP | LIMITED PARTNER | — |
| THE ASSUREDPARTNERS GROUP LP | SHAREHOLDER | 是 |
| DOLPHIN TOPCO, INC. | SHAREHOLDER | 是 |
| DOLPHIN MIDCO, INC. | SHAREHOLDER | 是 |
| ASSUREDPARTNERS, INC. | SHAREHOLDER | 是 |
| GUILLE, ANDREW WILLIAM | TRUSTEE | 是 |
| WARD, JACQUELINE MARY LE MAITRE | TRUSTEE | 是 |
| CRESSWELL, SIMON BERNARD | ENFORCER | 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。
