← 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(05/15/2024)
COLLABORATIVE FUND ADVISORS, LLC · 所有者与执行高管(CRD 327121)
机构事实页:COLLABORATIVE FUND ADVISORS, LLC 事实页 → | 官方原文:IAPD firm-summary/327121
Schedule A · 直接所有者(3 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| SKIDMORE, GREGORY, HASBROUCK | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| BELPOINTE FINANCIAL HOLDINGS, LLC | 境内实体 | MEMBER | 是 | E |
| VINCETTI, BELENA, GAY | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管(9 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| BELPOINTE WEALTH HOLDINGS, LLC | OWNER | — |
| F FOCAL II, FLP | OWNER | — |
| LACOFF FAMILY TRUST | OWNER | — |
| LACOFF, BRANDON, ERIC | MEMBER | 是 |
| LACOFF, MARTIN, SHEPARD | TRUSTEE | — |
| LACOFF, BROOKS, ETHAN | BENEFICIARY | — |
| LACOFF, ZACHARY, DAVID | BENEFICIARY | — |
| LACOFF, SKYLAR, ANN | BENEFICIARY | — |
| SKIDMORE, GREGORY, HASBROUCK | MEMBER | 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。
