← 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(08/26/2024)
ELYXIUM WEALTH LLC · 所有者与执行高管(CRD 328603)
机构事实页:ELYXIUM WEALTH LLC 事实页 → | 官方原文:IAPD firm-summary/328603
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| KOFMAN, YALE, I | 个人 | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | 是 | NA |
| LEGENDAIRI HOLDINGS LLC | 境内实体 | MANAGING MEMBER | — | B |
| GREEN HAVEN VENTURES, LLC | 境内实体 | MANAGING MEMBER | 是 | B |
| TAKKEG, LLC | 境内实体 | MANAGING MEMBER | 是 | B |
| ONE LANDMARK ENTERPRISES LLC | 境内实体 | MANAGING MEMBER | 是 | B |
| 22 LAUREL VENTURES, LLC | 境内实体 | MANAGING MEMBER | 是 | B |
Schedule B · 执行高管(5 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| KOFMAN, YALE, I | MANAGING MEMBER | 是 |
| GOLPER, TODD, NICHOLAS | MANAGING MEMBER | 是 |
| DORSEY, LYNNE, TODD | MANAGING MEMBER | 是 |
| MORTIMER, JEFFREY, MATTHEW | MANAGING MEMBER | 是 |
| DAIRI, ABRAHAM, ANTHONY | MANAGING MEMBER | — |
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。
