HOUSE_OVERSIGHT_024096.jpg

2.44 MB
View Original

Extraction Summary

2
People
3
Organizations
0
Locations
0
Events
1
Relationships
3
Quotes

Document Information

Type: Legal document/private placement memorandum (ppm)
File Size: 2.44 MB
Summary

This is page 85 of a confidential Private Placement Memorandum (PPM) obtained by the House Oversight Committee (Bates stamp HOUSE_OVERSIGHT_024096). It details legal and regulatory considerations for an unnamed 'Fund,' specifically focusing on exemptions from the Securities Act of 1933 and the Investment Company Act of 1940. Crucially, it discloses that the General Partner is not registered as a broker-dealer with the NASD or under the Exchange Act.

People (2)

Name Role Context
General Partner Fund Manager/Issuer
Entity responsible for the fund, answering investor questions, and managing the offering. Not registered as a broker-...
Limited Partner Investor
Investors purchasing interests in the fund; must be 'accredited investors' or 'qualified purchasers'.

Organizations (3)

Name Type Context
The Fund
The entity offering Limited Partner Interests, utilizing exemptions from registration.
NASD
National Association of Securities Dealers; the General Partner is not registered with them.
House Oversight Committee
Implied by the Bates stamp 'HOUSE_OVERSIGHT_024096'.

Relationships (1)

General Partner Management The Fund
General Partner acts on behalf of 'The Fund' regarding information provision and regulatory status.

Key Quotes (3)

"The General Partner is not registered as a broker-dealer under the Exchange Act, or with the NASD, and is consequently not subject to certain record keeping and specific business practice provisions of the Exchange Act and the rules of the NASD."
Source
HOUSE_OVERSIGHT_024096.jpg
Quote #1
"This Memorandum is not a public offering “prospectus” and does not purport to describe or otherwise address all material considerations relating to an investment in the Fund."
Source
HOUSE_OVERSIGHT_024096.jpg
Quote #2
"It is not contemplated that registration under the Securities Act or other securities laws will ever be effected."
Source
HOUSE_OVERSIGHT_024096.jpg
Quote #3

Discussion 0

Sign in to join the discussion

No comments yet

Be the first to share your thoughts on this epstein document