Epstein Index›Documents›EFTA01390175
⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01390175: Charles and Memorandum (DS10)

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This is a confidential private placement memorandum that describes the senior management team of an investment vehicle, specifically highlighting Carlo Pirzio-Biroli and Charles Smith, who have worked together for 15 years at Deutsche Bank's asset management division. The document notes that the secondaries business co-founded by Carlo and Charles in 2006 has raised and invested four vehicles (SOF, SOF D, SOF II, and SOF III) totaling US$3 billion, and identifies five team members who have worked together since 2007.

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Excerpt 1
Confidential Private Placement **Memorandum** 31 CONFIDENTIAL - PURSUANT TO FED. R. CRIM.
Excerpt 2
The senior team led by Carlo Pirzio-Biroli and **Charles** Smith has worked together for 15 years at Deutsche Bank in its asset management division.
Excerpt 3
The secondaries business, co-founded by Carlo and **Charles** in 2006, has raised and invested four vehicles (SOF, SOF D, SOF II, and SOF III) with US$3 billion

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