Epstein File EFTA01510063: Financial Trust Company, Apollo Global and Asset (DS10)

Epstein Index›Documents›EFTA01510063

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510063: Financial Trust Company, Apollo Global and Asset (DS10)

Financial RecordDate unavailableEFTA015100631 keyword hits

1

views

0

shares

0

reactions

0

persons

3

keywords

3

excerpts

JPMorgan account statement for Financial Trust Company Inc. covering March 1-31, 2011. The document includes equity holdings and asset allocation information, specifically referencing Apollo Global Management LLC with 19.00% yield allocation, US Large Cap Equity position of $4,999,983.00, and account identifier 037612-30-6. The statement tracks market values and allocation across asset categories.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

Financial Trust Company Apollo Global asset

📋 Key Excerpts3

PersonKeyword

Excerpt 1

P.PMorgan **FINANCIAL** **TRUST** **COMPANY** INC ACCT.

Excerpt 2

Yield US Large Cap Equity P **APOLLO** **GLOBAL** MANAGEMENT LLC 19.00 263,157.000 4,999,983.00 4,999,983.00 037612-30-6 APO Account Page 4 of 10 J.P.Morgan Page

Excerpt 3

For the Period 3/1/11 to 3/31/11 Equity Summary Beginning Ending Change Current **Asset** Categories Market Value Market Value In Value Allocation US Large