← 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(07/08/2024)
FEG CURIO INVESTMENT PARTNERS, LLC · 所有者与执行高管(CRD 323497)
机构事实页:FEG CURIO INVESTMENT PARTNERS, LLC 事实页 → | 官方原文:IAPD firm-summary/323497
Schedule A · 直接所有者(12 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| LENAHAN, JAMES, ALAN | 个人 | EXECUTIVE VICE PRESIDENT | 是 | NA |
| FEG | 境内实体 | MEMBER | 是 | E |
| GOSLEE, WILLIAM, GEORGE | 个人 | EXECUTIVE VICE PRESIDENT | 是 | NA |
| SALVATOR, PETER, RAYMOND | 个人 | CHIEF DEVELOPMENT OFFICER | 是 | NA |
| FESTA, ANTHONY, LOUIS | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| KEATING, PAUL, SCOTT | 个人 | EXECUTIVE VICE PRESIDENT | 是 | NA |
| KREBS, KURT | 个人 | TREASURER & CHIEF FINANCIAL OFFICER | 是 | NA |
| LABMEIER, JOHN, FRANCIS | 个人 | SECRETARY | — | NA |
| THOMAS, JULIE, TRONDLE | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| TREMOULIS, GIANNA, B. | 个人 | ASSISTANT SECRETARY | — | NA |
| ROGERS, JAMES, PATRICK | 个人 | PRESIDENT | — | NA |
| BARCUS, DAVID, ANDREW | 个人 | SENIOR VICE PRESIDENT, HEAD OF INVESTMENTS | — | NA |
Schedule B · 执行高管(3 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| FUND EVALUATION GROUP 2017, INC. | HOLDING COMPANY FOR FUND EVALUATION GROUP, LLC. | 是 |
| FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | THIS TRUST OWNS 100% OF FUND EVALUATION GROUP 2017, INC | 是 |
| ARGENT TRUST COMPANY | ARGENT IS THE TRUSTEE OFFUND EVALUATION GROUPEMPLOYEE STOCK OWNERSHIPTRUST | 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。
