← 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(05/16/2024)
SYMBIOTIC CAPITAL MANAGEMENT CO. LLC · 所有者与执行高管(CRD 325844)
机构事实页:SYMBIOTIC CAPITAL MANAGEMENT CO. LLC 事实页 → | 官方原文:IAPD firm-summary/325844
Schedule A · 直接所有者(9 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| SYMBIOTIC CAPITAL, LLC | 境内实体 | MEMBER | 是 | NA |
| BHALLA, HIMANI | 个人 | SENIOR MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, MEMBER | 是 | A |
| BRADLEY, JOSHUA, LENNON | 个人 | SENIOR MANAGING DIRECTOR, MEMBER | 是 | A |
| VILLEGAS, RAULIN, KEITH | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| BELLCO REALTY WORLDWIDE LLC | 境内实体 | MEMBER | 是 | C |
| JOSHUA KAZAM 2018 FAMILY TRUST | 境内实体 | MEMBER | — | A |
| LENNOX TRUST | 境内实体 | MEMBER | — | A |
| SEAVIEW TRUST | 境内实体 | MEMBER | 是 | C |
| GOLDSMITH, RUSSEL DAVID | 个人 | CO-CHAIRMAN, MEMBER | — | A |
Schedule B · 执行高管(15 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| BELLCO CAPITAL, LLC | MEMBER | 是 |
| BELLDEGRUN FAMILY TRUST | MEMBER | 是 |
| BELLDEGRUN, ARIE, SHLOMO | TRUSTEE | 是 |
| BELLDEGRUN, REBECKA, RIWKA | TRUSTEE | 是 |
| KAZAM, JOSHUA, AVROM | TRUSTEE | 是 |
| JACKSON HOLE TRUST | TRUSTEE | — |
| JHTC HOLDINGS LLC | MEMBER | 是 |
| SONES, AARON H | MEMBER | 是 |
| ACKERMAN, HANNA | TRUSTEE | 是 |
| GILBERT, JULIE, ANN | MEMBER | 是 |
| TANEN, DAVID, MICHAEL | TRUSTEE | 是 |
| BELLCO LEGACY TRUST | MEMBER | — |
| BELLO LEGACY II TRUST | MEMBER | — |
| BELLDEGRUN, REBECKA, RIWKA | TRUSTEE | 是 |
| BELLDEGRUN, ARIE, SHLOMO | TRUSTEE | 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。
