← 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(10/21/2024)
BELL PARTNERS INVESTMENT MANAGER, LLC · 所有者与执行高管(CRD 329611)
机构事实页:BELL PARTNERS INVESTMENT MANAGER, LLC 事实页 → | 官方原文:IAPD firm-summary/329611
Schedule A · 直接所有者(9 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BELL PARTNERS INC. | 境内实体 | SOLE MEMBER | 是 | E |
| DUNN, LILI, FRIEDMAN | 个人 | CHIEF EXECUTIVE OFFICER & PRESIDENT | 是 | NA |
| TOMLINSON, JOHN, EVERETT | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| LENSER, JEFFREY, MARC | 个人 | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL | 是 | NA |
| CLARE, CYNTHIA, MILLER | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| BOCHILO, NICKOLAY, NICKOLAEVICH | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| CANNON, JOSEPH, FRANCIS | 个人 | CHIEF INVESTMENT MANAGEMENT OFFICER | 是 | NA |
| BELL, JONATHAN, DURANT | 个人 | BOARD MEMBER | 是 | NA |
| BELL, EVAN, DURANT | 个人 | BOARD MEMBER | 是 | NA |
Schedule B · 执行高管(6 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| THE 2006 STEVEN D. BELL LIVING TRUST | SHAREHOLDER | 是 |
| THE 2006 JONATHAN D. BELL LIVING TRUST | SHAREHOLDER | 是 |
| THE 2007 EVAN DURANT BELL LIVING TRUST | SHAREHOLDER | 是 |
| BELL, STEVEN, DURANT | TRUSTEE | 是 |
| BELL, JONATHAN, DURANT | TRUSTEE | 是 |
| BELL, EVAN, DURANT | 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。
