EFTA01374123.txt Text dataset_10 View on DOJ

Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
other
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This document details the fee structures and redemption terms for various Alkeon investment funds, including management fees, incentive allocations, and withdrawal/redemption policies. It specifies different fee structures and liquidity rights for different share classes and investment series within the funds.
Metadata
Subject
Fee Structure and Redemption Terms for Various Alkeon Funds
Sender
Recipients
Document ID
DB-SDNY-0068663, SDNY_GM_00214847
Date
Relationships 2
Entity 1RelationshipEntity 2Description
AGP LP investment Alpha Group Caudal Alpha Group Caudal invests in AGP LP
Alkeon management Various Funds Alkeon manages various funds and charges fees
Financial Information
Amounts:1%0.50%0.125%1.5%20%0.1667%2.0%4%
Assets:
  • Sub-Class Two Shares
  • Sub-Class Three Shares
  • Growth US Feeder
  • Growth Offshore Feeder
  • Alkeon Select Funds
  • Alkeon Asia Growth Funds
  • Alkeon Capital Partners Funds
Transactions:
  • Monthly fee charged to Sub-Class Two Shares
  • Minimum fee charged by financial institution
  • Monthly fee charged to Sub-Class Three Shares
  • Annual incentive allocation or fee received by Alkeon
  • Monthly management fee charged by Alkeon Select Funds
  • Monthly management fee charged by Alkeon Asia Growth Funds
  • Withdrawal fee payable to the Asia Growth Master Fund
  • Monthly management fee charged by Alkeon Capital Partners Funds
  • Redemption fee payable to the Asia Growth Master Fund
Raw Analysis JSON click to expand
Themes
Financial transactions/money flowBusiness dealings
People 1
Organizations 7
AGP LPAlpha Group CaudalAlkeonAlkeon Select FundsAlkeon Asia Growth FundsAlkeon Capital Partners FundsAsia Growth Master Fund
Locations 2
USAsia
Text Analysis
Tone
Informative
Purpose
To describe the fee structure and redemption terms for various Alkeon funds.
Significance
This document outlines the financial terms associated with investments in various Alkeon funds, including management fees, incentive allocations, and redemption policies.
File Info
File Name
EFTA01374123.txt
Dataset
dataset_10
Type
Text
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41:14.996382
DOJ Source
View on DOJ