← 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(03/29/2024)
OVERLAND ADVISORS, LLC · 所有者与执行高管(CRD 325525)
机构事实页:OVERLAND ADVISORS, LLC 事实页 → | 官方原文:IAPD firm-summary/325525
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| UHL, ELIZABETH, ROSS | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| OVERLAND ADVISORS HOLDINGS, LLC | 境内实体 | MANAGING MEMBER | 是 | D |
| OVERLAND ADVISORS PARTICIPATION HOLDINGS, LLC | 境内实体 | MEMBER | 是 | C |
| CLARK, SUSANNE, VIKOREN | 个人 | CHIEF LEGAL OFFICER/GENERAL COUNSEL | — | NA |
| NEUENFELDT, WILLIAM, JOHN | 个人 | CHIEF OPERATING OFFICER | — | NA |
| TERJANIAN, KIMBERLY, ANNE | 个人 | CHIEF FINANCIAL OFFICER | — | NA |
Schedule B · 执行高管(14 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| CENTERBRIDGE PARTNERS HOLDINGS, LLC | GENERAL PARTNER | 是 |
| ARONSON, JEFFREY, HAROLD | TRUSTEE | 是 |
| JEFFREY H. ARONSON 2017 REVOCABLE TRUST | MEMBER | 是 |
| ARONSON, JEFFREY, HAROLD | MANAGING PRINCIPAL | 是 |
| JEFFREY H. ARONSON 2006 LONG-TERM TRUST | MEMBER | 是 |
| Aronson, Shari, Lynn | TRUSTEE | 是 |
| J.P. MORGAN TRUST COMPANY OF DELAWARE | TRUSTEE | 是 |
| JPMORGAN CHASE HOLDINGS LLC | PARENT | 是 |
| JPMORGAN CHASE & CO. | PARENT, MANAGING MEMBER | 是 |
| OVERLAND ADVISORS INVESTOR, LLC | MEMBER | 是 |
| CENTERBRIDGE PARTNERS, L.P. | SOLE AND MANAGING MEMBER | 是 |
| PLATINUM FALCON B 2018 RSC LIMITED | MEMBER | 是 |
| PLATINUM INTERNATIONAL INVESTMENT HOLDINGS RSC LIMITED | OWNER | 是 |
| ABU DHABI INVESTMENT AUTHORITY | 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。
