Epstein File EFTA01423636: Charles and Endowment (DS10)

Epstein Index›Documents›EFTA01423636

⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01423636: Charles and Endowment (DS10)

Financial RecordDate unavailableEFTA014236361 keyword hits

1

views

0

shares

0

reactions

1

persons

2

keywords

4

excerpts

This document contains financial relationship records dated September 30, 2016 and December 31, 2016, listing Charles Collis as a contact for multiple investment relationships including Comprehensive Financial Management (Real Estate AMP, Direct RE with $10,000,000 allocation), EverWatch Financial (Private Markets with $10,000,000 allocation), and Capital LLC (Private Markets with $10,000,000 allocation). The document also references Georgetown University Endowment relationships with CLO and ISG allocations totaling $25,000,000.

👤 Named in This Document

Charles

🔑 Evidence Keywords

endowment university endowment

📋 Key Excerpts4

PersonKeyword

Excerpt 1

CFM RELATIONSHIP Comprehensive Financial Management Real Estate AMP, Direct RE 300 10000000 (E36/10000) *F36=300000 9/30/2016 Prospecting 10 Y COLLIS, **CHARLES**

Excerpt 2

RELATIONSHIP EverWatch Financial KCP/ Private Markets Private Markets 200 10000000 (E37/10000) *F37=200000 9/30/2016 Prospecting 10 Y COLLIS, **CHARLES**

Excerpt 3

Capital LLC KCP Private Markets 100 10000000 (E46/10000) *F46=100000 12/31/2016 Prospecting 10 Y GEORGETOWN UNIVERSITY RELATIONSHIP Georgetown University **Endowment**