← 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(11/15/2024)
EVERGREEN CAPITAL ASSOCIATES LLC · 所有者与执行高管(CRD 312909)
机构事实页:EVERGREEN CAPITAL ASSOCIATES LLC 事实页 → | 官方原文:IAPD firm-summary/312909
Schedule A · 直接所有者(9 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WILLOWBRIDGE HOLDINGS GROUP LLC | 境内实体 | MEMBER | 是 | E |
| YANG, PHILIP, LIM | 个人 | CHAIRMAN & CHIEF INVESTMENT OFFICER | 是 | NA |
| GAN, MICHAEL, YAO | 个人 | EXECUTIVE VICE PRESIDENT & DIRECTOR | 是 | NA |
| YUEN, JACK, C | 个人 | PRESIDENT AND DIRECTOR | 是 | NA |
| CHAN, EDWARD, KIMMING | 个人 | CHIEF OPERATIONS AND TECHNOLOGY OFFICER, EXECUTIVE VP | 是 | NA |
| Chan, Sandy | 个人 | MANAGING DIRECTOR OF ACCOUNTING | 是 | NA |
| YERRAMILLI, VAMSEE, KRISHNA | 个人 | CHIEF RISK OFFICER | 是 | NA |
| LOEBEL, VIRGINIA, M | 个人 | CHIEF ADMINISTRATIVE OFFICER | 是 | NA |
| CUSHING, DAVID, PRESTON | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管(1 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| YANG, PHILIP, LIM | 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。
