HOUSE_OVERSIGHT_024058.jpg
1.83 MB
Extraction Summary
3
People
3
Organizations
2
Locations
2
Events
1
Relationships
4
Quotes
Document Information
Type:
Legal document / fund term sheet (likely private placement memorandum or partnership agreement)
File Size:
1.83 MB
Summary
This document appears to be page 47 of a confidential legal agreement (likely a Private Placement Memorandum or Limited Partnership Agreement) produced for the House Oversight Committee. It outlines specific terms for an investment fund, including the General Partner's required financial commitment (1.5%), the 10-year term duration, drawdown notice periods, and strict investment limitations regarding diversification and foreign investments (US/Canada focus). It references an 'Advisory Board' that holds approval power over term extensions and exceptions to investment restrictions.
People (3)
| Name | Role | Context |
|---|---|---|
| General Partner | Fund Manager |
Entity managing the fund; required to commit at least 1.5% of aggregate commitments; has right to extend term.
|
| Limited Partners | Investors |
Investors in the fund; obligations regarding capital contributions and drawdowns.
|
| Advisory Board | Oversight Body |
Body required to approve term extensions and exceptions to investment limitations.
|
Organizations (3)
| Name | Type | Context |
|---|---|---|
| The Fund |
The investment vehicle described in the document (specific name not visible on this page).
|
|
| Portfolio Companies |
Entities in which the Fund invests.
|
|
| House Oversight Committee |
Implied recipient of the document via Bates stamp 'HOUSE_OVERSIGHT'.
|
Locations (2)
| Location | Context |
|---|---|
|
Jurisdiction reference for investment limitations.
|
|
|
Jurisdiction reference for investment limitations.
|
Relationships (1)
General Partner needs Advisory Board approval to extend the term or exceed investment limitations.
Key Quotes (4)
"The General Partner will commit to the Fund at least 1.5% of the aggregate Commitments of the Partners."Source
HOUSE_OVERSIGHT_024058.jpg
Quote #1
"Term: 10 years, subject to the General Partner’s right to extend the term for up to three one-year periods"Source
HOUSE_OVERSIGHT_024058.jpg
Quote #2
"the Fund’s total investment in any single Portfolio Company shall not exceed 10% of the aggregate Subscriptions of all Partners"Source
HOUSE_OVERSIGHT_024058.jpg
Quote #3
"the Fund’s total investment in Portfolio Companies organized in jurisdictions outside of the United States and Canada shall not exceed 15% of the aggregate Subscriptions of all Partners"Source
HOUSE_OVERSIGHT_024058.jpg
Quote #4
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