EFTA00020368.pdf

141 KB
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Extraction Summary

2
People
10
Organizations
4
Locations
3
Events
3
Relationships
4
Quotes

Document Information

Type: Financial summary / investigative report
File Size: 141 KB
Summary

This document is a draft financial summary dated June 30, 2020, detailing Ghislaine Maxwell's related accounts, balances, and recent significant transactions. It highlights a total balance of nearly $5 million, primarily held in the 'Montpelier Trust' at UBS, and links Maxwell to this trust and 'Granite Reality LLC' through fund transfers and the purchase of the New Hampshire property where she was arrested. The report also notes foreign bank accounts (Barclays, Wealth at Work) disclosed in 2018 FBAR filings with unknown current balances.

People (2)

Name Role Context
Ghislaine Maxwell Account Holder / Subject
Subject of the financial investigation; arrested on 7/2/2020.
Scott Borgerson Joint Account Holder
Listed on a USAA Federal Savings Bank account with Ghislaine Maxwell.

Organizations (10)

Name Type Context
USAA Federal Savings Bank
Holds joint account for Scott Borgerson and Ghislaine Maxwell
UBS Financial Services Inc.
Holds multiple accounts for Maxwell, Terramar, Max Foundation, Ellmax, and Montpelier Trust
Terramar Project, Inc.
Account holder at UBS
Max Foundation
Account holder at UBS
Ellmax, LLC
Account holder at UBS
Montpelier Trust
Account holder at UBS; suspected relationship to Maxwell
Granite Reality LLC
Purchaser of the NH property where Maxwell was arrested
Barclays
Financial institution listed in FBAR filings
Wealth at Work Limited
Financial institution listed in FBAR filings
FinCEN
Financial Crimes and Enforcement Network (recipient of FBAR filings)

Timeline (3 events)

2019-10-13
Form 114 (FBAR) filed with FinCEN on behalf of Ghislaine Maxwell
N/A
2019-12-13
Granite Reality LLC purchased property in an all cash transaction
Bradford NH
2020-07-02
Ghislaine Maxwell was arrested at residence located at Bradford NH
Bradford NH

Locations (4)

Location Context
Statement address for Scott Borgerson Or Ghislaine Maxwell
Statement address for multiple UBS accounts (Maxwell, Terramar, Max Foundation, Ellmax)
Statement address for Montpelier Trust and Granite Reality LLC
Location of Ghislaine Maxwell's arrest and property purchased by Granite Reality LLC

Relationships (3)

Ghislaine Maxwell Joint Account Holders Scott Borgerson
Named together on USAA Federal Savings Bank account
Ghislaine Maxwell Financial Beneficiary/Controller (Inferred) Montpelier Trust
Large transfers from Maxwell to Trust; Maxwell arrested at property linked to entity sharing address with Trust.
Granite Reality LLC Shared Address Montpelier Trust
Both listed at Boston MA 02210-2698

Key Quotes (4)

"The relationship between Ghislaine Maxwell and the Montpelier Trust is unknown at this time. It can be inferred that there is a relationship between Ghislaine Maxwell and the Montpelier Trust"
Source
EFTA00020368.pdf
Quote #1
"On 7/2/2020, Ghislaine Maxwell was arrested at residence located at Bradford NH."
Source
EFTA00020368.pdf
Quote #2
"On 12/13/2019, Granite Reality LLC purchased that property in an all cash transaction for $1,070,800."
Source
EFTA00020368.pdf
Quote #3
"The address, excluding the ZIP code, is identical to Montpelier Trust's address."
Source
EFTA00020368.pdf
Quote #4

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