← 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（09/13/2024）
BADGLEY PHELPS WEALTH MANAGERS, LLC · 所有者与执行高管（CRD 315440）
机构事实页：BADGLEY PHELPS WEALTH MANAGERS, LLC 事实页 → | 官方原文：IAPD firm-summary/315440
Schedule A · 直接所有者（11 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| FOCUS OPERATING, LLC | 境内实体 | MEMBER (MANAGER) | 是 | E |
| PHELPS, STEVEN, CLEMMER | 个人 | CHIEF INVESTMENT OFFICER AND WEALTH MANAGER | 是 | NA |
| CALLAGHAN, JAMES, KEVIN | 个人 | CHAIRMAN | 是 | NA |
| PEPIN, CURTIS, LEE | 个人 | DIRECTOR OF MARKETING | 是 | NA |
| PARISIO ROY, JULIE, LOUISE | 个人 | CHIEF EXECUTIVE OFFICER AND WEALTH MANAGER | 是 | NA |
| SPRANGER, CALVIN, MANDEL | 个人 | FIXED INCOME MANAGER AND WEALTH MANAGER | 是 | NA |
| THOMAS, TIMOTHY, JOHN | 个人 | DIRECTOR OF RESEARCH AND WEALTH MANAGER | 是 | NA |
| RODGERS, PATRICK, DAVID | 个人 | WEALTH MANAGER | 是 | NA |
| WILEY, MEGAN, ELIZABETH | 个人 | FINANCIAL PLANNER | 是 | NA |
| WHAM, KATHERINE, DEWERT | 个人 | WEALTH MANAGER | 是 | NA |
| SPRATT, DAVID, STEVEN | 个人 | CHIEF COMPLIANCE OFFICER AND DIRECTOR OF BUSINESS ADMINSTRATION | 是 | NA |
Schedule B · 执行高管（10 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| FOCUS FINANCIAL PARTNERS, LLC | MEMBER | 是 |
| FOCUS FINANCIAL PARTNERS INC. | MEMBER | 是 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER, CLASS B COMMON STOCK | 是 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | 是 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | MEMBER | 是 |
| FERDINAND FFP PARENT, INC. | MEMBER | 是 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER | 是 |
| CD&R FERDINAND HOLDINGS, L.P. | PARTNER | 是 |
| CD&R FERDINAND CO-INVESTOR, L.P. | PARTNER | 是 |
| CLAYTON DUBILIER & RICE FUND XII, L.P. | PARTNER | 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。
