Epstein File EFTA01393717: Memorandum, Perform and Controlled (DS10)

Epstein Index›Documents›EFTA01393717

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01393717: Memorandum, Perform and Controlled (DS10)

Financial RecordDate unavailableEFTA013937171 keyword hits

1

views

0

shares

0

reactions

0

persons

3

keywords

5

excerpts

Investment management agreement memorandum for the Bright Group partnership managed by iCapital, detailing investor fiduciary responsibilities, disclosure of risks, fees, conflicts of interest, and compensation arrangements. The document outlines regulatory compliance requirements and affiliate disclosure obligations for investors.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

memorandum perform controlled

📋 Key Excerpts5

PersonKeyword

Excerpt 1

GLDUS131 Bright Group investment management agreement, if any, the **Memorandum**, and/or iCapital's Form ADV; (8) the Investor Fiduciary has carefully reviewed

Excerpt 2

various risks of an investment in the Partnership, as well as the fees and conflicts of interest to which the Partnership is subject, as set forth in the **Memorandum**

Excerpt 3

) any person or entity which will receive compensation, directly or indirectly, from the Partnership, as specifically identified and described in the **Memorandum**