← 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(03/18/2024)
HALSEYPOINT ASSET MANAGEMENT, LLC · 所有者与执行高管(CRD 305194)
机构事实页:HALSEYPOINT ASSET MANAGEMENT, LLC 事实页 → | 官方原文:IAPD firm-summary/305194
Schedule A · 直接所有者(3 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| STEVENS, YVONNE, ELLEN | 个人 | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | 是 | NA |
| HALSEYPOINT HOLDCO, LLC | 境内实体 | MEMBER | 是 | E |
| HOPTON, LYNN, ANN | 个人 | MANAGING MEMBER | 是 | NA |
Schedule B · 执行高管(15 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| STEVENS, YVONNE, ELLEN | MANAGING MEMBER | 是 |
| HOPTON, LYNN, ANN | MANAGING MEMBER | 是 |
| HP ACQUISITION, LLC | MEMBER | 是 |
| SAGARD HOLDINGS MANAGEMENT INC. | SHAREHOLDER | 是 |
| SAGARD CAPITAL PARTNERS MANAGEMENT CORP. | MEMBER | 是 |
| SAGARD HOLDINGS INC. | SHAREHOLDER | 是 |
| SAGARD HOLDINGS PARTICIPATION INC. | SHAREHOLDER | 是 |
| POWER CORPORATION OF CANADA | SHAREHOLDER | 是 |
| PANSOLO HOLDING INC. | SHAREHOLDER | 是 |
| THE DESMARAIS FAMILY RESIDUARY TRUST | SHAREHOLDER | 是 |
| DESMARAIS, PAUL, GUY | TRUSTEE | 是 |
| DESMARAIS, SOPHIE, CAROLINE | TRUSTEE, NON-VOTING | 是 |
| DOER, GARY, ALBERT | TRUSTEE | 是 |
| DESMARAIS, ANDRE, ROGER | TRUSTEE | 是 |
| FLEMING, GREGORY, JAMES | 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。
