Illegal Activity
none
Blackmail
none
Date
2016-03-31
Document Type
report
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:41
Summary
This document is a portfolio report for Spectrum Asset Management / Principal as of March 31, 2016. It details the portfolio's credit rating distribution, sector allocation, and maturity distribution, along with information about key personnel.
Metadata
- Subject
- Adviser Select Spectrum Asset Management / Principal Portfolio
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0071061
- Date
- 2016-03-31
Relationships 2
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Mark Lleb | employee | Spectrum Asset Management | Executive DireclonChrel Financial Officer at Spectrum Asset Management |
| Phillip Jacoby | employee | Spectrum Asset Management | Managing DteclorrSenix Portfolio Manager/CIO at Spectrum Asset Management |
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flow
People 2
Organizations 7
Spectrum Asset ManagementPrincipalUnNersay of Hartford081. Preferred ManagementBoston CollegeUSL Centel CorporationDeutsche Bark Wealth Management
Text Analysis
- Tone
- Professional
- Purpose
- To present portfolio information for Spectrum Asset Management / Principal as of March 31, 2016.
- Significance
- This document provides a snapshot of the portfolio composition, credit ratings, sector allocation, and maturity distribution of Spectrum Asset Management / Principal.
File Info
- File Name
- EFTA01375549.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:41:01.547449
- DOJ Source
- View on DOJ