← 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(06/29/2022)
KARMEL CAPITAL MANAGEMENT LLC · 所有者与执行高管(CRD 307701)
机构事实页:KARMEL CAPITAL MANAGEMENT LLC 事实页 → | 官方原文:IAPD firm-summary/307701
Schedule A · 直接所有者(8 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BRAILEAN, JAMES, CHARLES | 个人 | MANAGER AND OFFICER | 是 | NA |
| NEUBERGER, SCOTT, LAWRENCE | 个人 | MANAGER AND OFFICER | 是 | NA |
| BUCKLEY, CHRISTIAN, CHECKLEY | 个人 | CCO, GENERAL COUNSEL, & COO | 是 | NA |
| BRAILEAN FAMILY TRUST DATED NOVEMBER 12, 2002, AS AMENDED | 境内实体 | OWNER AND MEMBER | 是 | C |
| NEUBERGER FAMILY TRUST DATED MAY 20, 2015 | 境内实体 | OWNER AND MEMBER | 是 | C |
| GEOSAM CAPITAL US LLC | 境内实体 | OWNER AND MEMBER | — | B |
| BRAILEAN, JAMES, CHARLES | 个人 | TRUSTEE, BRAILEAN FAMILY TRUST DATED NOVEMBER 12, 2002 AS AMENDED | 是 | C |
| NEUBERGER, SCOTT, LAWRENCE | 个人 | TRUSTEE, NEUBERGER FAMILY TRUST DATED MAY 20, 2015 | 是 | C |
Schedule B · 执行高管(5 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| GEOSAM CAPITAL HOLDINGS ULC | MEMBER | 是 |
| G2S2 CAPITAL INC. | SHAREHOLDER | 是 |
| ARMOYAN, GEORGE, S. | MANAGER | 是 |
| ARMOYAN, GEORGE, S. | DIRECTOR | 是 |
| ARMOYAN, GEORGE, S. | 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。
