Illegal Activity
none
Blackmail
none
Date
Unknown
Document Type
other
Model
gemini-2.0-flash-001
Processed
2026-02-07T18:43
Summary
This document is a form for investors to provide information about their financial advisor and specify their preferred method of communication regarding their investment in the Partnership. It also allows investors to designate additional individuals to receive correspondence.
Metadata
- Subject
- Advisor and Investor Information
- Sender
- —
- Recipients
- —
- Document ID
- DB-SDNY-0096906, SDNY_GM_00243090
- Date
- —
Relationships 1
| Entity 1 | Relationship | Entity 2 | Description |
|---|---|---|---|
| Investor | Financial Advisory | Financial Advisor | Investor may have been introduced to the Partnership or iCapital Network by a Financial Advisor. |
Raw Analysis JSON
click to expand
Themes
Financial transactions/money flowCommunications/correspondence
Organizations 4
GLIDUS142 Ironsides Asset MgmtiCapital NetworkPartnershipGeneral Partner
Text Analysis
- Tone
- Informative
- Purpose
- To collect information about the investor's financial advisor and preferred contact method for correspondence related to the Partnership investment.
- Significance
- This document outlines the communication preferences between the Partnership, the investor, and the investor's financial advisor.
File Info
- File Name
- EFTA01391835.txt
- Dataset
- dataset_10
- Type
- Text
- Model
- gemini-2.0-flash-001
- Processed
- 2026-02-07T18:43:24.176474
- DOJ Source
- View on DOJ