← 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(12/10/2024)
SF ADVISORS, LLC · 所有者与执行高管(CRD 316518)
机构事实页:SF ADVISORS, LLC 事实页 → | 官方原文:IAPD firm-summary/316518
Schedule A · 直接所有者(22 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| SOCIAL FINANCE, INC. | 境内实体 | SOLE MEMBER, SOCIAL FINANCE IMPACT-FIRST GP, LLC | 是 | E |
| SOCIAL FINANCE, INC. | 境内实体 | SOLE MEMBER, SF ADVISORS, LLC & UP FUND GP, LLC | 是 | E |
| Palandjian, Tracy | 个人 | PRESIDENT, SF ADVISORS, LLC | 是 | NA |
| EDWARDS, JONATHAN | 个人 | SECRETARY, CAREER CERTIFICATE FUND TRUST | 是 | NA |
| Chen, Andrew | 个人 | VICE PRESIDENT, UP FUND GP, LLC | 是 | NA |
| Palandjian, Tracy | 个人 | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | 是 | NA |
| JAMAL, HANNA | 个人 | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | 是 | NA |
| Woods, John | 个人 | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | 是 | NA |
| Mansingh, Ayush | 个人 | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | 是 | NA |
| Kavoosi, Kia | 个人 | APPROVED OFFICER, CAREER CERTIFICATE FUND TRUST | 是 | NA |
| Woods, John | 个人 | TREASURER, SF ADVISORS, LLC, UP FUND GP, LLC | 是 | NA |
| Woods, John | 个人 | TREASURER, SOCIAL FINANCE IMPACT-FIRST GP, LLC | 是 | NA |
| VICINELLI, STEPHEN, GAETANO | 个人 | VICE PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | 是 | NA |
| VICINELLI, STEPHEN, GAETANO | 个人 | VICE PRESIDENT, SF ADVISORS, LLC | 是 | NA |
| HILL, KIRSTEN, AIMEE | 个人 | PRESIDENT, SOCIAL FINANCE IMPACT-FIRST GP, LLC | 是 | NA |
| BROOKS, JESSICA, EDDY | 个人 | VICE PRESIDENT, SF ADVISORS, LLC | 是 | NA |
| Cornell, Leslie, Marian | 个人 | CHIEF COMPLIANCE OFFICER, SF ADVISORS, LLC | 是 | NA |
| Cornell, Leslie, Marian | 个人 | SECRETARY, SF ADVISORS, LLC | 是 | NA |
| Cornell, Leslie, Marian | 个人 | SECRETARY, UP FUND GP, LLC | 是 | NA |
| Cornell, Leslie, Marian | 个人 | SECRETARY, CAREER CERTIFICATE FUND TRUST | 是 | NA |
| Cornell, Leslie, Marian | 个人 | SECRETARY, SOCIAL FINANCE IMPACT-FIRST GP, LLC | 是 | NA |
| Cornell, Leslie, Marian | 个人 | AUTHORIZED PERSON, THE DREAMERS GRADUATE EDUCATION FINANCING TRUST 2021 | 是 | NA |
Schedule B · 执行高管(0 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
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。
