Text Documents 78388

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# File Subject Sender Severity Blackmail Date Doc Type Dataset DOJ Summary Themes Recipients Document ID Model
45101 EFTA01390605.txt ITALIAN ANNEX Supplemental terms and conditions for transactions In Italian Domestic Purchased Securities or Italian Bonds none none 2015-01-07 legal filing dataset_10 This document is an annex to a Global Master Repurchase Agreement between Deutsche Bank AG and... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095148, SDNY_GM_00241332 gemini-2.0-flash-001
45102 EFTA01390606.txt None none none None legal filing dataset_10 This document outlines the terms and conditions of repurchase transactions, including procedures... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095149 gemini-2.0-flash-001
45103 EFTA01390607.txt None none none None legal filing dataset_10 This document details the terms of a securities transaction, specifically addressing the... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095150, SDNY_GM_00241334 gemini-2.0-flash-001
45104 EFTA01390608.txt Agreement (Tax Event) none none 1996-04-01 legal filing dataset_10 This document defines the application of a tax event in relation to Italian Bonds, specifying... Financial transactions/money flowLegal matters/litigation DB-SONY-0095152, SDNY_GM_00241336 gemini-2.0-flash-001
45105 EFTA01390609.txt Supplemental term and conditions for transaction be equities none none January 7, 2015 legal filing dataset_10 This document is a supplemental annex to a repurchase agreement between Deutsche Bank AG and... Financial transactions/money flowLegal matters/litigationBusiness dealings SDNY_GM_00241337 gemini-2.0-flash-001
45106 EFTA01390610.txt Income Payments none none None legal filing dataset_10 This document defines the terms related to income payments for securities in transactions,... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095154, SDNY_GM_00241338 gemini-2.0-flash-001
45107 EFTA01390611.txt None none none None legal filing dataset_10 This legal document outlines the terms and conditions for securities transactions, specifically... Legal matters/litigationFinancial transactions/money flow DB-SDNY-0095155 gemini-2.0-flash-001
45108 EFTA01390612.txt None none none None legal filing dataset_10 This document outlines the terms and conditions for securities transactions, including the... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095156, SDNY_GM_00241340 gemini-2.0-flash-001
45109 EFTA01390613.txt 2002 MASTER AGREEMENT none none 2013-10-28 agreement dataset_10 This document is a 2002 Master Agreement between Deutsche Bank AG and Southern Financial, LLC,... Business dealingsFinancial transactions/money flowLegal matters/litigation DB-SDNY-0095157 gemini-2.0-flash-001
45110 EFTA01390614.txt None none none None legal filing dataset_10 The document details the conditions precedent for payment obligations, procedures for changing... Financial transactions/money flowLegal matters/litigation None gemini-2.0-flash-001
45111 EFTA01390615.txt Tax Indemnification and Representations none none None legal filing dataset_10 This document outlines the tax indemnification agreement between parties X and Y, detailing... Financial transactions/money flowLegal matters/litigationBusiness dealings None gemini-2.0-flash-001
45112 EFTA01390616.txt None none none None legal filing dataset_10 This document outlines the legal obligations and representations between parties involved in an... Legal matters/litigation DB-SDNY-0095160, SDNY_GM_00241344 gemini-2.0-flash-001
45113 EFTA01390617.txt Master Agreement none none None legal filing dataset_10 This document outlines the terms and conditions of a Master Agreement, including obligations... Legal matters/litigationFinancial transactions/money flowBusiness dealings None gemini-2.0-flash-001
45114 EFTA01390618.txt None none none None legal filing dataset_10 This document defines events of default related to credit support and specified transactions... Legal matters/litigationFinancial transactions/money flow DB-SDNY-0095162 gemini-2.0-flash-001
45115 EFTA01390619.txt Cross-Default and Bankruptcy clauses none none None legal filing dataset_10 This document defines 'Cross-Default' and 'Bankruptcy' events within a legal agreement,... Legal matters/litigationFinancial transactions/money flow DB-SDNY-0095163, SDNY_GM_00241347 gemini-2.0-flash-001
45116 EFTA01390620.txt Merger Without Assumption, Termination Events none none None legal filing dataset_10 This document defines conditions under which a merger can occur without assumption of... Legal matters/litigationBusiness dealings DB-SDNY-0095164, SDNY_GM_00241348 gemini-2.0-flash-001
45117 EFTA01390621.txt Master Agreement none none None legal filing dataset_10 This document defines termination events, illegality, and force majeure events within a Master... Legal matters/litigationFinancial transactions/money flowBusiness dealings None gemini-2.0-flash-001
45118 EFTA01390622.txt Early Termination; Close-Out Netting none none None legal filing dataset_10 This document outlines the procedures for early termination and close-out netting in financial... Legal matters/litigationFinancial transactions/money flow DB-SDNY-0095167 gemini-2.0-flash-001
45119 EFTA01390623.txt Mid-Market Events, Adjustment for Bankruptcy, Adjustment for Illegality or Force Majeure Event, Pre-Estimate, Set-Off none none 2002 legal filing dataset_10 This legal document defines the procedures for calculating and adjusting early termination... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095170 gemini-2.0-flash-001
45120 EFTA01390624.txt Agreement none none None legal filing dataset_10 This document outlines the terms of an agreement, focusing on obligations, transfer conditions,... Legal matters/litigationFinancial transactions/money flowBusiness dealings None gemini-2.0-flash-001
45121 EFTA01390625.txt Interest and Compensation none none 2002 legal filing dataset_10 This document defines the terms of interest and compensation related to defaulted or deferred... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095173 gemini-2.0-flash-001
45122 EFTA01390626.txt Interest Calculation none none 2002 legal filing dataset_10 This legal document defines the terms for interest calculation and compensation in financial... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095174 gemini-2.0-flash-001
45123 EFTA01390627.txt Offices; Multibranch Parties, Expenses, Notices none none None legal filing dataset_10 This document defines the terms and conditions related to offices, multibranch parties,... Legal matters/litigationBusiness dealings None gemini-2.0-flash-001
45124 EFTA01390628.txt None none none None legal filing dataset_10 This document outlines the governing law, jurisdiction, and service of process for an agreement.... Legal matters/litigation DB-SDNY-0095176 gemini-2.0-flash-001
45125 EFTA01390629.txt Definitions none none None legal filing dataset_10 This document provides definitions for terms used within a legal agreement, specifically... Legal matters/litigationFinancial transactions/money flow None gemini-2.0-flash-001
45126 EFTA01390630.txt None none none None legal filing dataset_10 This document defines financial terms related to early termination amounts and applicable... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095178, SDNY_GM_00241362 gemini-2.0-flash-001
45127 EFTA01390631.txt Close-out Amount Determination none none None legal filing dataset_10 This document defines the process for determining the Close-out Amount for terminated... Financial transactions/money flowLegal matters/litigationBusiness dealings None gemini-2.0-flash-001
45128 EFTA01390632.txt None none none None legal filing dataset_10 This document provides definitions for terms used in a legal agreement, likely related to... Legal matters/litigation DB-SDNY-0095180, SDNY_GM_00241364 gemini-2.0-flash-001
45129 EFTA01390633.txt Definitions within an agreement none none 2002 Legal Document dataset_10 This document defines various terms related to tax, business days, and financial agreements. It... Legal matters/litigationFinancial transactions/money flow DB-SDNY-0095181 gemini-2.0-flash-001
45130 EFTA01390634.txt Definitions within a legal agreement none none 2002 legal filing dataset_10 This document defines key terms such as 'Payee', 'Payer', 'Event of Default', 'Relevant... Legal matters/litigationFinancial transactions/money flowBusiness dealings DB-SDNY-0095182 gemini-2.0-flash-001
45131 EFTA01390635.txt None none none None legal filing dataset_10 This document appears to be part of a legal agreement, possibly related to financial obligations... Legal matters/litigationFinancial transactions/money flow None gemini-2.0-flash-001
45132 EFTA01390636.txt 2002 ISDA Master Agreement none none 2013-10-28 agreement dataset_10 This document is a schedule to the 2002 ISDA Master Agreement between Deutsche Bank AG and... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095186, SDNY_GM_00241370 gemini-2.0-flash-001
45133 EFTA01390637.txt Tax Representations none none None legal filing dataset_10 This legal document defines termination events based on Party B's financial condition and... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095188, SDNY_GM_00241372 gemini-2.0-flash-001
45134 EFTA01390638.txt None none none None legal filing dataset_10 This document outlines the required documents and notices for an agreement between Party A and... Legal matters/litigationFinancial transactions/money flowBusiness dealings DB-SDNY-0095189 gemini-2.0-flash-001
45135 EFTA01390639.txt None none none None legal filing dataset_10 This document is a legal agreement between Party A and Party B, specifying process agents,... Legal matters/litigationFinancial transactions/money flowBusiness dealings DB-SDNY-0095190, SDNY_GM_00241374 gemini-2.0-flash-001
45136 EFTA01390640.txt Employee Retirement Income Security Act of 1974 none none 1974 legal filing dataset_10 This document outlines the terms and conditions of an agreement between Party A and Party B,... Legal matters/litigationFinancial transactions/money flowBusiness dealings DB-SDNY-0095192 gemini-2.0-flash-001
45137 EFTA01390641.txt None none none None legal filing dataset_10 This document outlines the terms of a financial agreement between Party A and Party B, detailing... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095194, SDNY GM 00241378 gemini-2.0-flash-001
45138 EFTA01390642.txt Master Representations, Eligible Contract Participant Representation, US Person Classification none none 2012-08-13 legal filing dataset_10 This document amends representations related to ERISA, the Code, and other regulations. It also... Legal matters/litigationFinancial transactions/money flowBusiness dealings DB-SDNY-0095197 gemini-2.0-flash-001
45139 EFTA01390643.txt None none none None other dataset_10 This document is a signature page from Deutsche Bank AG, likely part of a legal filing. It... DB-SDNY-0095198, SDNY_GM_00241382 gemini-2.0-flash-001
45140 EFTA01390644.txt Credit Support Obligations none none 1994 legal filing dataset_10 This document defines the credit support obligations between a Pledgor and a Secured Party,... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095200 gemini-2.0-flash-001
45141 EFTA01390645.txt Holding and Using Posted Winters! none none 1994 legal filing dataset_10 This document outlines the terms and conditions for holding and using posted collateral between... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095202 gemini-2.0-flash-001
45142 EFTA01390646.txt Pfedgor's Rights and Remedies none none 1994 legal filing dataset_10 This legal document defines the rights and remedies of a Pledger and Secured Party concerning... Legal matters/litigationFinancial transactions/money flow DB-SDNY-0095204 gemini-2.0-flash-001
45143 EFTA01390647.txt Expenses, Miscellaneous none none 1994 legal filing dataset_10 This document outlines the financial responsibilities of the Pledgor and Secured Party regarding... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095205 gemini-2.0-flash-001
45144 EFTA01390648.txt Defiaitioos none none None legal filing dataset_10 This document provides definitions for terms used in a financial annex, including 'Cash,' 'Ora... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095206 gemini-2.0-flash-001
45145 EFTA01390649.txt Definitions related to credit support none none 1994 legal filing dataset_10 This document defines key terms related to credit support agreements, including 'Minimising... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095207, SDNY_GM_00241391 gemini-2.0-flash-001
45146 EFTA01390650.txt Elections and Variables none none None legal filing dataset_10 This document is part of a legal agreement between Deutsche Bank AG and Southern Financial, LLC,... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095208 gemini-2.0-flash-001
45147 EFTA01390651.txt None none none None other dataset_10 This document outlines the terms and conditions related to security entitlements and obligations... Financial transactions/money flow DB-SDNY-0095209 gemini-2.0-flash-001
45148 EFTA01390652.txt None none none None legal filing dataset_10 This document defines key terms and conditions related to valuation, timing, and conditions... Legal matters/litigationFinancial transactions/money flow DB-SDNY-0095210, SDNY_GM_00241394 gemini-2.0-flash-001
45149 EFTA01390653.txt None none none None other dataset_10 This document defines financial terms and limits for transactions between Party A and Party B.... Financial transactions/money flow DB-SDNY-0095213 gemini-2.0-flash-001
45150 EFTA01390654.txt None none none None legal filing dataset_10 This document defines financial terms and ratios related to foreign exchange (FX) and currency... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095214, SDNY_GM_00241398 gemini-2.0-flash-001
45151 EFTA01390655.txt Credit Support Annex Definitions none none None legal filing dataset_10 This document defines financial terms related to FX and Currency Option Transactions within a... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095215 gemini-2.0-flash-001
45152 EFTA01390656.txt Additional Termination Events none none None legal filing dataset_10 This document defines additional termination events related to FX and currency option... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095216 gemini-2.0-flash-001
45153 EFTA01390657.txt None none none None legal filing dataset_10 This legal document amends an existing agreement between a Pledgor and a Secured Party,... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095217 gemini-2.0-flash-001
45154 EFTA01390658.txt Agreement as to Single Secured Party and Pledgor; Changes to Net Open Position none none None legal filing dataset_10 This document is an agreement between Party A and Party B concerning the roles of secured party... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095218; SDNY_GM_00241402 gemini-2.0-flash-001
45155 EFTA01390659.txt Eligible Account none none None exhibit dataset_10 This document is an exhibit defining Deutsche Bank Securities Inc. as an eligible account for a... Financial transactions/money flow DB-SDNY-0095219, SDNY_GM_00241403 gemini-2.0-flash-001
45156 EFTA01390660.txt Securities Account Control Agreement none none None legal filing dataset_10 This document is a Securities Account Control Agreement outlining the rights and... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095221 gemini-2.0-flash-001
45157 EFTA01390661.txt Securities Account Agreement none none None legal filing dataset_10 This document is a Securities Account Agreement outlining the legal terms between the Debtor,... Legal matters/litigationFinancial transactions/money flowBusiness dealings DB-SDNY-0095223 gemini-2.0-flash-001
45158 EFTA01390662.txt Agreement regarding Securities Account none none None legal filing dataset_10 This document is a legal agreement between an Intermediary, a Debtor, and a Secured Party... Legal matters/litigationFinancial transactions/money flowBusiness dealings 4810533 gemini-2.0-flash-001
45159 EFTA01390663.txt Securities Account Control Agreement none none None legal filing dataset_10 This document is a Securities Account Control Agreement between Southern Financial, LLC... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095225, SDNY_GM_00241409, 451053v3 gemini-2.0-flash-001
45160 EFTA01390664.txt Agreement none none None legal filing dataset_10 This document is a signature page for an agreement between SOUTHE, IAL, LLC, and DEUT. It... Legal matters/litigation DB-SDNY-0095227, SDNY_GM_00241411 gemini-2.0-flash-001
45161 EFTA01390665.txt Notice of Sole Control for Securities Account No. [NAME OF SECURED PARTY] none none [Date] letter dataset_10 This is a letter from a Secured Party to an intermediary, notifying them of the Secured Party's... Financial transactions/money flowLegal matters/litigationBusiness dealings [NAME AND ADDRESS OF THE INTERMEDIARY] DB-SDNY-0095229 gemini-2.0-flash-001
45162 EFTA01390666.txt Termination of Agreement [NAME OF SECURED PARTY] none none [Date] letter dataset_10 This letter notifies an intermediary that an agreement with a secured party is terminated and... Financial transactions/money flowLegal matters/litigationBusiness dealings [NAME AND ADDRESS OF THE INTERMEDIARY] 4810$3v3 072452.0101 gemini-2.0-flash-001
45163 EFTA01390667.txt RM0082289 Daily Deposit Report 20190420 suspicious none 2019-04-20 report dataset_10 This document is a daily deposit report from April 20, 2019, listing accounts with large, zero,... Financial transactions/money flow RM0082289 gemini-2.0-flash-001
45164 EFTA01390668.txt LARGE, ZERO AND NEGATIVE BALANCES none none 04/19/19 Report dataset_10 This document is a report listing accounts with large, zero, and negative balances as of April... Financial transactions/money flow RM CODE 82289 gemini-2.0-flash-001
45165 EFTA01390669.txt LARGE, ZERO AND NEGATIVE BALANCES suspicious none 04/19/19 report dataset_10 This document is a report listing accounts with large, zero, and negative balances as of April... Financial transactions/money flow DB-SDNY-0095234 gemini-2.0-flash-001
45166 EFTA01390670.txt None none none None other dataset_10 This document appears to be a receipt or label from Ashley Global Retail, LLC, possibly... DB-SDNY-0095235 gemini-2.0-flash-001
45167 EFTA01390671.txt Re: Returned wire [CI Stewart Oldfield none none 2016-06-10 email dataset_10 This email exchange between Stewart Oldfield and Bradley Gillin concerns a returned wire... Financial transactions/money flowCommunications/correspondence Bradley Gillin DB-SDNY-0095236 gemini-2.0-flash-001
45168 EFTA01390672.txt Daily Deposit Report 20190404 none none 2019-04-04 report dataset_10 This document is a daily deposit report from April 3, 2019, listing large, zero, and negative... Financial transactions/money flow None gemini-2.0-flash-001
45169 EFTA01390673.txt None none none None other dataset_10 This document is a fragment of a page, possibly from a legal document, containing a thank you... DB-SDNY-0095239 gemini-2.0-flash-001
45170 EFTA01390674.txt Daily Deposit Report 20181128 suspicious none 2018-11-28 report dataset_10 This document is a daily deposit report from November 28, 2018, listing account balances,... Financial transactions/money flow DB-SDNY-0095241 gemini-2.0-flash-001
45171 EFTA01390675.txt None none none None other dataset_10 The document appears to be a cover page or header, possibly from a legal document, marked as... DB-SDNY-0095243, SDNY_GM_00241427 gemini-2.0-flash-001
45172 EFTA01390676.txt Re: indication on WTI risk reversals Richard Kahn none none 2016-05-31 email dataset_10 Richard Kahn requests Daniel Sabha and Vahe Stepanian to refresh the attached quote on WTI risk... Financial transactions/money flowBusiness dealings Daniel Sabha, Vahe Stepanian DB-SDNY-0095245 gemini-2.0-flash-001
45173 EFTA01390677.txt WTI futures references Daniel Sabba none none 2016-05-20 email dataset_10 This email from Daniel Sabba to Richard Kahn provides indications for WTI futures references and... Financial transactions/money flowBusiness dealings Richard Kahn DB-SDNY-0095246 gemini-2.0-flash-001
45174 EFTA01390678.txt Strike: 51 Daniel Sabba, Deutsche Bank Securities Inc. none none None other dataset_10 This document is a header or cover page from Deutsche Bank Securities Inc., containing contact... DB-SDNY-0095247 gemini-2.0-flash-001
45175 EFTA01390679.txt None none none 2016-02-06 email dataset_10 This is a delivery failure notification email indicating that a message could not be sent to... Communications/correspondence Cynthia Rodriquez DB-SDNY-0095248 gemini-2.0-flash-001
45176 EFTA01390680.txt FW: Signature Card for Account Paul Morris none none 2016-06-02 email dataset_10 This email chain discusses obtaining signatures from Jeffrey and Darren for a signature card... Financial transactions/money flowBusiness dealingsCommunications/correspondence Cynthia Rodrigue DB-SDNY-0095250 gemini-2.0-flash-001
45177 EFTA01390681.txt Signature Card Deutsche Bank Trust Company Americas none none None Signature Card dataset_10 This document is a signature card from Deutsche Bank Trust Company Americas, identifying Jeffrey... Financial transactions/money flow None gemini-2.0-flash-001
45178 EFTA01390682.txt RE: MTA Coverage and Glendower Requests Frank DeBenedittis none none 2018-05-09 email dataset_10 Frank DeBenedittis sends an email to Andrew King and others with information and approved email... Financial transactions/money flowBusiness dealingsCommunications/correspondence Andrew King, Stewart Oldtiel EFTA01390682 gemini-2.0-flash-001
45179 EFTA01390683.txt MTA Coverage arid Glendower Requests Andrew King none none None email dataset_10 Andrew King informs Stewart Oldfield that Frank DeBenedittis will cover for him during his MTA... Business dealingsCommunications/correspondenceFinancial transactions/money flow Stewart Oldfield DB-SDNY-0095253 gemini-2.0-flash-001
45180 EFTA01390684.txt None none none None other dataset_10 This document is a header page from Deutsche Bank Securities Inc. and Deutsche Bank Wealth... DB-SDNY-0095254, SDNY_GM_00241438 gemini-2.0-flash-001
45181 EFTA01390685.txt iCapital Advisors, LLC Form ADV Part 2A none none 2018-03-30 brochure dataset_10 This document is Form ADV Part 2A for iCapital Advisors, LLC, providing information about the... Business dealingsFinancial transactions/money flowLegal matters/litigation DB-SDNY-0095255 gemini-2.0-flash-001
45182 EFTA01390686.txt iCapital Advisors, LLC Form ADV Part 2A Item 2: Material Changes none none 2018 Form ADV Part 2A dataset_10 This document is iCapital Advisors' Form ADV Part 2A, providing an annual update to their... Business dealingsFinancial transactions/money flowLegal matters/litigation DB-SDNY-0095256 gemini-2.0-flash-001
45183 EFTA01390687.txt Form ADV Part 2A none none None legal filing dataset_10 This document is Form ADV Part 2A for iCapital Advisors, LLC, outlining the investment advisory... Financial transactions/money flowBusiness dealings DB-SDNY-0095257, SDNY_GM_00241441 gemini-2.0-flash-001
45184 EFTA01390688.txt iCapital Advisors, LLC Form ADV Part 2A none none 2017-12-31 Form ADV Part 2A dataset_10 This document is iCapital Advisors, LLC's Form ADV Part 2A, providing information about the... Financial transactions/money flowBusiness dealings DB-SDNY-0095258 gemini-2.0-flash-001
45185 EFTA01390689.txt iCapital Advisors, LLC Form ADV Part 2A none none None report dataset_10 This document outlines iCapital Advisors' due diligence process for selecting investment... Financial transactions/money flowBusiness dealings DB-SDNY-0095263 gemini-2.0-flash-001
45186 EFTA01390690.txt iCapital Advisors, LLC Form ADV Part 2A none none None legal filing dataset_10 This document is part of iCapital Advisors' Form ADV Part 2A, which outlines the risks... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095264 gemini-2.0-flash-001
45187 EFTA01390691.txt iCapital Advisors, LLC Form ADV Part 2A none none None other dataset_10 This document is part of iCapital Advisors' Form ADV Part 2A and outlines the risks and... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095265 gemini-2.0-flash-001
45188 EFTA01390692.txt iCapital Advisors, LLC Form ADV Part 2A none none None other dataset_10 This document is part of iCapital Advisors' Form ADV Part 2A, outlining the terms and risks... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095266, SDNY_GM_00241450 gemini-2.0-flash-001
45189 EFTA01390693.txt iCapital Advisors, LLC none none None Form ADV Part 2A dataset_10 This document is a Form ADV Part 2A from iCapital Advisors, LLC, outlining the risks and... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095267 gemini-2.0-flash-001
45190 EFTA01390694.txt iCapital Advisors, LLC Form ADV Part 2A none none None legal filing dataset_10 This document is part of iCapital Advisors' Form ADV Part 2A and describes the terms related to... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095268 gemini-2.0-flash-001
45191 EFTA01390695.txt iCapital Advisors, LLC Form ADV Part 2A none none None other dataset_10 This document is part of iCapital Advisors' Form ADV Part 2A and outlines the risks associated... Financial transactions/money flowLegal matters/litigationBusiness dealings None gemini-2.0-flash-001
45192 EFTA01390696.txt iCapital Advisors, LLC Form ADV Part 2A none none None legal filing dataset_10 This document is part of iCapital Advisors, LLC's Form ADV Part 2A and describes the risks... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095270 gemini-2.0-flash-001
45193 EFTA01390697.txt Form ADV Part 2A none none None other dataset_10 This document is Form ADV Part 2A from iCapital Advisors, LLC, and it outlines the risks... Financial transactions/money flowLegal matters/litigation DB-SDNY-0095275 gemini-2.0-flash-001
45194 EFTA01390698.txt iCapital Advisors, LLC - Form ADV Part 2A none none None Form ADV Part 2A dataset_10 This document is a Form ADV Part 2A for iCapital Advisors, LLC, detailing its business... Financial transactions/money flowBusiness dealingsLegal matters/litigation DB-SDNY-0095276 gemini-2.0-flash-001
45195 EFTA01390699.txt Form ADV Part 2A none none None legal filing dataset_10 This document is Form ADV Part 2A for iCapital Advisors, LLC, and it discloses potential... Financial transactions/money flowBusiness dealingsLegal matters/litigation DB-SDNY-0095277 gemini-2.0-flash-001
45196 EFTA01390700.txt iCapital Advisors, LLC Form ADV Part 2A suspicious none None other dataset_10 This document is Form ADV Part 2A for iCapital Advisors, LLC, outlining the company's Code of... Financial transactions/money flowBusiness dealingsLegal matters/litigation DB-SDNY-0095278 gemini-2.0-flash-001
45197 EFTA01390701.txt Brokerage Practices, Review of Accounts, Client Referrals and Other Compensation none none None Form ADV Part 2A dataset_10 This document is Form ADV Part 2A from iCapital Advisors, LLC, detailing their brokerage... Financial transactions/money flowBusiness dealingsLegal matters/litigation DB-SDNY-0095280 gemini-2.0-flash-001
45198 EFTA01390702.txt iCapital Advisors, LLC none none None Form ADV Part 2A dataset_10 This document is Form ADV Part 2A for iCapital Advisors, LLC. It describes the firm's fees,... Financial transactions/money flowBusiness dealingsLegal matters/litigation DB-SDNY-0095281 gemini-2.0-flash-001
45199 EFTA01390703.txt Form ADV Part 2A none none None legal filing dataset_10 This document is part of iCapital Advisors' Form ADV Part 2A, detailing their voting policies... Financial transactions/money flowLegal matters/litigationBusiness dealings DB-SDNY-0095282 gemini-2.0-flash-001
45200 EFTA01390704.txt Form ADV Part 2B - Eileen Duff Blalock none none None other dataset_10 This document is part of iCapital Advisors' Form ADV Part 2B and provides information about... Employment/staffingBusiness dealingsFinancial transactions/money flow DB-SDNY-0095284 gemini-2.0-flash-001