← 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（11/26/2024）
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC · 所有者与执行高管（CRD 309550）
机构事实页：ASSUREDPARTNERS INVESTMENT ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/309550
Schedule A · 直接所有者（5 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 |
| Vrendenburg, Paul, Andrew | 个人 | ELECTED MANAGER | 是 | NA |
| KINNETT, STANLEY, K | 个人 | SECRETARY | 是 | NA |
| HAZEN, ARTHUR, FLOYD | 个人 | CHIEF OPERATING OFFICER | 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 IS 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 |
| DOLPHIN MIDCO, INC. | SHAREHOLDER | 是 |
| YOGI BERRA AGGREGATOR LP | LIMITED PARTNER | — |
| THE ASSUREDPARTNERS GROUP LP | SHAREHOLDER | 是 |
| DOLPHIN TOPCO, 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。
